About Andy

Andy Alan is a director in the advisory practice of Marcum LLP. He specializes in business valuation, intangible asset valuation and litigation support services. Mr. Alan has worked with companies ranging from start-up operations to some of the largest companies in the Fortune 500 in a variety of industries.

Mr. Alan has managed complex projects for strategic planning, financial reporting, buy- and sell-side M&A analyses, corporate restructuring, purchase price allocation, fresh start accounting, asset impairment analysis, tax planning and compliance, financing, investments, derivatives, securities, and others.

Mr. Alan’s experience includes appraising companies and intangible assets for litigation purposes (family law, commercial litigation, bankruptcy litigation).

Prior to joining Marcum, Mr. Alan spent 15 years with a Big Four accounting firm where he led Florida valuation efforts for valuation engagements related to financial reporting, tax planning and compliance, financial modeling, and other financial advisory issues.

Mr. Alan has served as a fair value specialist on hundreds of valuation reviews to determine the acceptability of third party valuations for audit engagements as well as participated in multiple PCAOB reviews as the fair value specialist.

Mr. Alan holds the Chartered Financial Analyst (CFA) designation from the CFA Institute. He also graduated from the University of Michigan with a Bachelor of Business Administration with a finance and accounting concentration.

Professional and CIvic Affiliations

  • CFA Institute
  • CFA Society of South Florida
  • University of Michigan Alumni Association
  • Evans Scholars Foundation

Subject Matter Expertise

Business Valuation
Litigation Support
Financial Modeling
Intangible Asset Valuation
Fair Market Analyses
Expert Testimony

Practice Focus

Law Firms
Mergers & Acquisitions
Retail & Consumer Products
Industrial Products
Travel, Hospitality & Leisure
Technology
Telecommunications
Educational Institutions

Education

Bachelor of Business Administration, Finance & Accounting
University of Michigan