Jeffrey (Jay) Reardon
ASA, Senior Director
Mr. Reardon is a senior director with Sofer® Advisors, LLC focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for various privately-held and public companies. He has over 18 years of experience providing business valuations across a broad range of industries including retail, manufacturing, wholesale and distribution, information technology, construction, consumer products, healthcare, telecommunications, broadcast, food and beverage, homebuilders, agriculture, financial institutions, financial services, professional services and asset holding companies. Jay assists clients with succession and business plans, merger and acquisition transactions, litigation support, strategic planning, financial modeling and consulting for both private and public companies in the U.S. and internationally.
Jay provides comprehensive valuations for estate and gift tax purposes and management planning as well as other purposes. In addition, he provides valuations for financial reporting purposes (ASC 350-20, 360, 718, 805 and 820), warrant/option valuations, purchase price allocations and valuation of intangible assets such as customer relationships, patents, trademarks and trade names, technology, in-process research and development, and non-compete agreements.
- Valuation of closely-held businesses for estate and tax planning purposes, as well as to determine the value for the sale, gift, or transfer of new/additional interests.
- Valuation of various business interests for mergers, acquisitions, dispositions and corporate restructurings.
- Valuation engagements in accordance with Accounting Standards Codification (“ASC”) 805 relating to the recognition and measurement of identified intangible assets in a business combination such as workforce-in-place, trade names, customer relationships, technology, non-compete agreements, etc.
- Valuation engagements in accordance with ASC 350 relating to goodwill impairment testing.
- Valuation engagements in accordance with ASC 350 and ASC 360 relating to goodwill and long-lived asset impairment testing.
- Valuation engagements in accordance with ASC 718 relating to stock compensation.
Sofer® Advisors, LLC, Atlanta, Georgia
Senior Director, Valuation Services, September 2022 to Present
RSM LLP, Orlando, Florida
Director, Valuation Services, October 2016 to August 2022.
Manager, Valuation Services, October 2013 to October 2016.
Supervisor, Valuation Services, October 2010 to October 2013.
Senior Associate, Valuation Services, September 2007 to October 2010.
Associate, Valuation Services, August 2005 to September 2007.
Business Valuation Services, LLC, Orlando, Florida
Analyst, January 2004 to August 2004.
Smith Barney, Orlando, Florida
Intern, January 2003 to June 2004.
University of Central Florida, College of Business, Orlando, FL, 2003.
Bachelor of Science in Business Administration, Finance, summa cum laude, honor medallion recipient
- American Society of Appraisers, Accredited Senior Appraiser in Business Valuation (“ASA”)
- Treasurer/Secretary, Central Florida Chapter of the American Society of Appraisers
- The Appraisal Foundation (“TAF”)
- National Society of Collegiate Scholars
- Business Valuation Post-Tax Cuts and Jobs Act”, RSM LLP, June 2018
- Panelist XPX South Florida “Valuation and Operational Efficiencies – Buyer and Seller Considerations”, March 24, 2022
