Shari Overstreet

Shari Overstreet
Shari Overstreet, CPA/ABV, CVA, CM&AA

Managing Director - Austin, TX


512.687.3485 office
512.751.7213 mobile
512.687.3499 fax
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Shari Overstreet, Managing Director of The McLean Group’s Austin, TX office, has more than 25 years’ financial, accounting, business valuation and M&A experience. She performs business valuations for many Austin-based companies, most of which are technology based.

Ms. Overstreet began her public accounting career in the audit and tax divisions of a regional and then a national accounting firm before working as an independent consultant for such clients as Coopers & Lybrand (now PricewaterhouseCoopers).

As a financial services manager for one the nation’s largest gas distribution companies, Ms. Overstreet was deeply involved in a corporate restructuring that doubled the company's customer base while tripling its earnings per share (EPS) and stock price. Ms. Overstreet subsequently worked as financial planner/divisional controller with a publicly-traded NASDAQ firm where she served on the cross-divisional financial planning staff and performed M&A analyses. She also was appointed director of finance, administration and operations for a publicly-traded firm that develops and markets high-performance, multi-function videoconferencing systems.

Ms. Overstreet is an author and speaker on various mergers and acquisitions, capital formation and business valuation topics.  She was a 2010 Nominee for the Profiles in Power & Women of Influence of Central Texas Award.

A CPA, Ms. Overstreet holds a BBA with a finance concentration from the University of Texas at Austin.

Professional Credentials

  • FINRA Registered Representative (Series 63 & 79)
  • CPA (Texas)
  • Accredited in Business Valuation (ABV) through AICPA
  • Certified Valuation Analyst (CVA) through NACVA
  • Certified M&A Advisor (CM&AA) through the Alliance of M&A Advisors

Professional Memberships

  • The Texas Society of CPAs
  • American Institute of CPAs (AICPA) including Business Valuation and Forensic Litigation Services division (BVFLS)
  • Financial Executives International (Austin Chapter)
  • Association of Corporate Growth (Central Texas Chapter)
  • National Association of Certified Valuation Analysts (NACVA)

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