Charles Costa, CFA, ASA

Senior Vice President

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

Fax No. (781) 269-5086

220 Norwood Park South
Norwood, Massachusetts 02062

Download vCard

Charles Costa, CFAMr. 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.