Accountancy Associates services the professional and personal needs of clients located in the United States and Canada. Our services consist of:
Accountancy Associates is led by:
Erin D. Hollis, AVA, CM&AA, MBA
Director of Valuation Services (hollie@ipa-iba.com)
Erin D. Hollis has a wide range of business valuation experience for clients in both the United States and Canada for various valuation purposes, including gift & estate tax determinations (U.S.), estate planning, succession planning, retirement/exit strategy planning, reorganization, recapitalization, corporate dissolution, intangible asset valuation, shareholder buy-outs & buy-ins, family limited partnerships, ESOPs, buy-sell/shareholder/partnership agreements, family business disputes, marital dissolution, mergers & acquisitions, third-party or related-party sale, capital infusion, and third-party investor purposes.
With more than 4,000 valuations performed, Ms. Hollis has expertise in a multitude of business industries, including auto dealerships, contractors, trucking & transportation, manufacturing, distribution, retail, wholesale, agriculture, technology, and architecture, engineering, consulting, & other professional service industries. Ms. Hollis also offers valuation consulting services. She has written numerous articles, including articles for Construction Today magazine (Sept/Oct 2004) and The Ohio Manufacturer & Contractor magazine (January 2005), and regularly lectures on business valuation topics, such as estate planning, succession planning, family businesses, and exit strategies. Recent magazine articles include those for SmartBusiness Philadelphia (June 2005), SmartBusiness Miami (December 2005), and SmartBusiness Detroit (February 2006). She has also co-authored an accounting publication from the National Society of Accountants Scholarship Foundation, "Wealth Preservation Planning: A "Team" Approach" (2005) for CPAs and related industry professionals.
National Association of Certified Valuation Analysts (NACVA) - Member
Accredited Valuation Analyst (AVA)
American Society of Appraisers (ASA) - Member
Institute of Business Appraisers (IBA) - Member
Alliance of Merger & Acquisition Advisors (AM&AA) – Member
Certified in Mergers & Acquisitions (CM&AA)
Institute of Certified Business Counselors – Member
Certified Business Counselor (CBC)
American Institute of Certified Public Accountants (AICPA) – Member
AICPA, Tax Section & Personal Financial Planning Section – Member
Illinois CPA Society - Member
National Association Tax Professionals (NATP) - Member
Business Valuation Association, Chicago Chapter - Member
Master of Business Administration - Accounting
Michigan State University, Bachelor’s of Science
Michigan State University, Bachelor’s of Art
American Society of Appraisers:
USPAP Course August 2004 (Manhattan Beach, CA)
National Association of Certified Valuation Analysts:
Advanced Valuation and Case Study Workshop June 2005 (Philadelphia, PA)
Case Law Update June 2004 (Miami, FL)
Forensic Accounting Techniques June 2004
Valuation Policies & Procedures at the IRS June 2004
Exploring Investigative Techniques in Bankruptcy Fraud June 2004
IRS New & Winning Approach to Marketability Discounts June 2004
Valuing Family Limited Partnerships October 2003 (New Orleans, LA)
ESOP Valuations & Applications October 2003
Institute of Business Appraisers:
Creating Value Through Business Appraisal January 2006 (Scottsdale, AZ)
ESOP Appraisals June 2004 (Las Vegas, NV)
Report Writing & Analysis May 2004 (Austin, TX)
International Business Brokers Association:
Maximizing the Value of the Privately-Held Company November 2003 (Las Vegas, NV)
Advanced M&A Tax Strategies & Deal Structuring November 2003
Midwest Business Brokers and Intermediaries (MBBI):
Rationalizing M&A Valuation Beyond EBITDA October 2005 (Des Plaines, IL)
Erin D. Hollis is the Director of Valuation Services for Accountancy Associates, LLC, www.accountancyassoc.com, and IPA Advisory & Intermediary Services, LLC, www.aiservices.com, related companies of International Profit Associates, Inc. – Integrated Business Analysis, Inc. (IPA-IBA), the largest privately-held business development company for small- to medium-sized businesses in North America, and a leading authority on small business, International Tax Advisors, Inc., ITA Financial Advisors, LLC, ITA Insurance Services, LLC, and ITA Implementation Services, LLC.
You may reach Ms. Hollis at:
Accountancy Associates, LLC
IPA Advisory & Intermediary Services, LLC
1250 Barclay Blvd.
Buffalo Grove, Illinois 60089
847.495.3066
hollie@ipa-iba.com