Patricia A. Perzel CPA, CVA, CFFA,
CFD
Twenty-four years as a certified
public accountant, and fifteen years
of providing business valuations,
forensic and fraud prevention
services, expert witness, and
litigation support has propelled
Patricia Perzel to the top of her
profession as a highly recognized
business valuation, expert witness
and litigation support professional.
Attorneys rely on her technical
abilities to unravel complicated
financial issues. The court has
appointed her as receiver over
business assets in contempt cases.
Clients depend upon her business
valuation recommendations in the
areas of divorce, mergers and
acquisitions, buy-sell agreements,
partner and stockholder agreements,
damage losses, and succession and
estate planning.
Pat's experience includes
valuation services for medical and
professional practices, retail
stores, service businesses,
construction, manufacturing, etc.
Her varied background in working in
many industries as well as her
thirst for up-to-date technical
information keeps her on the
forefront of business valuation
issues. Her ability to excel on the
witness stand and effectively defend
the sound principles utilized in her
business valuations, fraud
engagements and litigation
testimony, qualifies her as a top
professional in her field.
Pat uses her additional training
and experience as a Certified
Forensic Financial Analyst (CFFA)
and Certified Fraud Deterrence
Analyst (CFD) to investigate and
uncover financial fraud, management
fraud and employee embezzlement as
well as construct fraud prevention
programs.
Pat also teaches nationally for
NACVA, the fundamentals and
techniques of business valuations
for certification of CVA candidates,
and fraud prevention and detection
training to CFD (Certified in Fraud
Deterrence Analysts) candidates.
Professional:
- Certified Public Accountant,
Ohio and Florida (CPA)
- Certified Valuation Analyst
(CVA)
- Certified Forensic Financial
Analyst (CFFA)
- Certified in Fraud
Deterrence (CFD)
- Licensed Series Seven
Stockbroker
- Licensed in Insurance and
Annuities
- Member of American Institute
of CPA's
- Member of Florida Institute
of CPA's
- Member of Tax Section of
AICPA
- Member of Valuation and
Litigation Section of FICPA
- Member of Management
Consulting Services Section of
AICPA
- Member of National
Association of Certified
Valuation Analysts
- Member of Institute of
Business Appraisers
- Member of NACVA Fraud
Deterrence Board
- Member National Association
of Certified Valuation Analysts,
Quality Enhancement Committee;
Valuation Exam & Grading
Committee; State Chapters
Committee; Course Review
Committee; Ideas & Technology
Committee; and Practice
Development Committee
Additional Professional
Experience:
- Instructor of "Fundamentals,
Theory and Techniques of
Business Valuations" and "Fraud
Prevention and Detection"
training for The National
Association of Certified
Valuation Analysts.
- Becker CPA Review
Course-Past Lead Instructor for
four years.
- Guest lecturer to financial
and business associations,
various Bar Associations and
Matrimonial Trial Advocacy
Seminars.
Civic:
- Upper Tampa Bay Chamber of
Commerce-Board Member
- Mease Hospital-Past Chairman
of the Board
- Morton Plant Mease Health
Care System-Past Board Member
- Morton Plant Mease Primary
Care, Inc. - Past Chairman of
Board and current board member
- Rotary Club of
Oldsmar/Eastlake-Past President
- Gulf Bank-Past Board Member
- Leadership Pinellas Graduate
and active alumni
- Past President-American
Business Women's Association
- Baycare Health Network-Past
Committee Member
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