Charles Costa, CFA, ASA
Managing Director
Specialties:
- Allocation of Purchase Price (ASC 805)
- Charitable Contributions
- Exit & Succession Planning
- Financial Reporting Valuations
- Gift & Estate
- Section 409A
- Stock Option Plans (ASC 718)
- Tax, Compliance & Planning
Tel. No. (781) 501-1381
800 Boylston Street
Suite 1535
Boston, Massachusetts 02199
Mr. Costa specializes in valuations of businesses, pass-through entities, and intangible assets for financial reporting, tax purposes, Employee Stock Ownership Plans (ESOPs), and exit/succession planning.
Prior to joining VRC, Mr. Costa was a consultant at Delphi Valuation Advisors and an investment research associate at Commonwealth Financial Network.
Mr. Costa holds the designations of chartered financial analyst (CFA) and accredited senior appraiser (ASA), issued by the CFA Institute and the American Society of Appraisers, respectively. In addition, he earned a bachelor of science degree, cum laude, in economics- finance from Bentley University.