PJ Patel, CFA

Co-CEO and Senior Managing Director

Specialties:

  • Allocation of Purchase Price (ASC 805)
  • Brand Valuation
  • Financial Reporting Valuations
  • Goodwill Impairment
  • Intellectual Property & Intangible Assets
  • Mergers & Acquisitions
  • VRC Leadership

Tel. No. (609) 243-7030

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Mr. Patel is co-CEO and senior managing director and is a member of our board of directors. Mr. Patel specializes in the valuation of businesses, assets, and liabilities for financial reporting purposes. He also leads the global valuation services of our international network, Valuation Research Group (VRG), in addition to other strategic growth initiatives and relationships for VRC, as the U.S.-based partner of the globally-focused group.

Mr. Patel holds the designations of chartered financial analyst (CFA) and accredited senior appraiser (ASA). In addition, he holds a bachelor of science degree from the University of Toronto, and a master of business administration degree from Canisius College.

Mr. Patel is a frequent presenter on valuation issues for financial reporting purposes and has recently presented on valuation issues relating to ASC 805, ASC 350/360 and ASC 820. In addition, Mr. Patel was on the Fair Value panel at the 2008 AICPA SEC Conference. He has been quoted numerous times in the press regarding valuation issues. Mr. Patel is an active member of the AITF. He is a member of the Appraisal Foundation’s Working Group preparing an industry Practice Aid for valuing customer related assets.

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