Charles Costa, CFA

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

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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 designation of Chartered Financial Analyst (CFA). In addition, he earned a bachelor of science degree, cum laude, in economics- finance from Bentley University.