CPAs who add value
Alex Ivy, CPA, ABV, CFA®, ASA, CExP®
Member
901.791.9405
alex.ivy@fidcpa.com
Alex leads our business valuation and exit planning services. His knowledge and experience come from hundreds of valuation studies, transactions and financial investigations for clients in various industries and market sectors. He appraises and documents the value of business interests and similar financial positions. He also designs road maps for business exit and entry planning and for the orderly transition of ownership and management.
Practice Areas
- Business and individual taxation
- Business valuation
- Exit planning, succession and liquidity
- Buy-sell agreements and modeling
- Damages, lost profits, fairness, and controversy studies
- Expert testimony
Professional/Civic Affiliations
- CFA®, Chartered Financial Analyst®, Member of the CFA Institute
- ASA, Accredited Senior Appraiser in the business valuation discipline, Member of the American Society of Appraisers
- ABV, Accredited in Business Valuation by the American Institute of Certified Public Accountants
- CExP®, Certified Exit Planner®, Member of the Business Enterprise Institute
- Member, Tennessee Society of Certified Public Accountants
- Former Member of the Board of Directors and Council Delegate, Memphis Chapter of TSCPA
- Former Chairman, Mid-South Society of the Financial Planning Association
- Member, Economic Club of Memphis
- Elder, Germantown Presbyterian Church
Education
- M.B.A. in finance from Owen Graduate School of Management, Vanderbilt University
- B.A. in business administration and accounting from Rhodes College