Marcum Advisory and Consulting Welcomes Director, Patrice Radogna, ASA, CBA, ABAR, CPA
Patrice Radogna has joined Marcum and will be working with Ken Pia to lead Marcum’s National ESOP Practice. Ms. Radogna has over 20 years of professional services experience specializing in the valuation of operating businesses and pass-through entities for a myriad of purposes. Her experience also includes providing fiduciary services for ESOP (Employee Stock Ownership Plan) companies, including assisting in buy transactions from existing shareholders.
In addition to recently providing Trustee services for existing and new ESOPs, Ms. Radogna’s experience as a business appraiser includes building a diversified valuation practice with both a boutique valuation firm in Boston, as well as one of the leading independent national valuation firms in the U.S., with a focus in the areas of ESOP (buy side and sell side valuation services), gift and estate, M&A and shareholder consulting services.
Ms. Radogna earned a Bachelor of Science in finance from Boston College. She subsequently received a Certificate of Accounting from New York University, passed all four parts of the CPA exam in her first sitting, and is licensed in the State of New Hampshire as a Certified Public Accountant. Patrice is also an Accredited Senior Appraiser and holds the ABAR (Accredited in Business Appraisal Review) designation.