About Melissa

Melissa L. Charnota is a senior manager in the firm’s Advisory Service Group. She has more than 19 years of professional experience, including business valuation, trial support, matrimonial dissolution, fraud analysis, due diligence reviews, mergers and acquisitions, and forensic accounting.

As a manager in the Business Valuation and Matrimonial service areas, her responsibilities include business valuations for fair value reporting, transactions, estate/gift tax, equitable distribution in matrimonial cases, shareholder disputes, and a variety of other purposes, reviews of fair valuations for the Firm’s public and private clients for audits and SEC filings purposes, tracing of assets, determining the net worth for matrimonial clients, trial support, income determination, analyzing documentation, and interviewing clients. In addition, she also deals with lost profit calculations, damage calculations and performing investigative analysis in connection with various forensic accounting matters.

Professional & Civic Affiliations

  • National Association of Certified Valuators and Analysts (NACVA), Certified Member
  • American Society of Appraisers (ASA), Candidate
  • Association of Certified Fraud Examiners (ACFE)
  • Florida Institute of Certified Public Accountants (FICPA), Member

Expertise

Fair Value Reporting Valuations
Tax Valuations
Complex Financial Instruments
Entities with Complex Capital Structures
Family Limited Partnerships
Mergers and Acquisitions
Pass Through Entities/Partnerships
Marital Dissolution

Industry Focus

Family Limited Partnerships & other Types of Pass-Through Entities
Attorneys
Manufacturers
Medical Practices
High-Net-Worth Individuals

Education

Bachelor of Science, Finance
The College of New Jersey

Designations

Certified Valuation Analyst (CVA), National Association of Certified Valuators