"What to Look for in a Business Valuation Report"
Having spent his entire professional career at BCG Valuations, Greg Coats became a Partner in 2017, and he was appointed President in 2020.
In his professional capacity, Mr. Coats has performed valuation analyses in the contexts of fairness opinions and acquisitions, litigation support, financial reporting, and tax planning. Mr. Coats has experience in the valuation of privately held securities of companies across various industries, including automotive dealerships, construction, financial services, healthcare, mining, and holiding companies. Mr. Coats has significant experience with both early and stage companies and distressed companies.
Mr. Coats earned the Chartered Financial Advisor designation in 2017 and maintains membership with the CFA Instiitute.
Mr. Coats has presented on valuation topics to attorneys, accountants, and other groups, including a regular guest lecturer at the University of Miami School of Law's Heckerling Graduate Program in Estate Planning. Mr. Coats was a panelist at the Eastern E-conomic Association's 45th Annual Conference in New York City. His presentation covered common errors when applying market approach and how to avoid them. This prensentation was made to the National Association of Forensic Economics, one of the groups attending the conference.
Mr. Coats is a summa cum laude graduate of Rider University, with a B.S. in Business Administration. He majored in finance and business economics and received a certificiate in investment analysis.
