Lucy Lee

Vice President

Specialties:

  • Allocation of Purchase Price (ASC 805)
  • Business Development Company
  • Financial Reporting Valuations
  • Goodwill Impairment
  • Hard-to-Value/Level 3 Assets
  • IPO Readiness & Equity Compensation
  • Portfolio Valuations
  • Private Equity
  • Section 409A
  • Stock Option Plans (ASC 718)
  • Venture Capital

Tel. No. (415) 513-4783

50 California Street
Suite 1300
San Francisco, California 94111

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Lucy LeeMs. Lee specializes in business enterprise valuations, purchase price allocations, goodwill impairment testing, and securities valuations for financial and reporting and tax purposes. Ms. Lee has served privately-held and publicly-traded clients in a wide range of industries, including ecommerce, biotech, technology, social media, retail and consumer products, gaming/hospitality, renewable energy industry and financial services. While she has served clients in most major industries, much of her work has been concentrated in the technology sector.

Prior to joining VRC, Ms. Lee held the position of experience manager with Grant Thornton LLP in San Francisco. In this capacity, she performed valuations for financial reporting and tax planning.

She earned a bachelor of science in accounting from San Francisco State University.