Greg Caruso
Managing Member / Author
Business Valuator with 40+ years of experience owning, brokering, and valuing businesses.
Art provides business valuation for planning and compliance matters such as Estate and Gift Tax, ESOP, SBA and 409(a) across the continental United States. Art has significant
experience valuing companies in industries including healthcare, financial services, retail,
restaurants, government contractors, manufacturing, distribution, construction, and professional
services.
Greg Caruso - Summary
Experienced business valuator with a focus on Estate and Gift Tax and ESOP Business
Valuation. Proven expertise, 20+ years preparing and reviewing business valuations, book
published by Wiley, Instructor for the NACVA, presenter for Business Valuation Resources
and others. Over 100 brokerage transactions. Extensive construction background.
Education and Licenses
• Licensed CPA and Attorney in Maryland (non-practicing)
• Certified Valuation Analyst (CVA)
• Accredited in Business Valuation by the AICPA (ABV)
Associations
National Association of Certified Valuators and Analysts (NACVA), Served on the
Ethics Committee, Past President, DC / Maryland Chapter NACVA, Past President, New
Jersey Chapter NACVA
ESOP Association, NCEO, Attorney – CPA Association, AICPA / FVS Valuation
Services, M&A Source, XPX – Philadelphia
Book & Webinar Editor for NACVA
Author of "The Art of Business Valuation, How to Value a Small Business," Wiley, 2020
Editor in Chief and Moderator, "Around the Valuation World," a monthly two-hour
webinar update of current valuation issues, NACVA from 2016 through 2021
