Melisa Silverman, President
Avenue M® Advisors, Inc.
Melisa Silverman is President of Avenue M® Advisors, Inc., a national, boutique financial valuation services firm focusing on business valuations for mergers and acquisitions, ESOP’s, buy or sale of a business, IP valuations, tax related valuations including 409A, conversions of entity structures, trusts and estates, gifts and charitable donations and shareholder disputes, buyouts, etc.
Melisa is also the Managing Partner of The Founders Group, a business succession and transition planning firm. The Founders Group helps business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much and to whom.
Avenue M adopts and self-imposes the highest professional standards of the certifying organizations. Ms. Silverman has a JD Degree. She is a member of the Exit Planning Institute (EPI) and she holds the professional designation of Certified Exit Planning Advisor (CEPA). Ms. Silverman also started the Greater Los Angeles chapter of the Exit Planning Institute. She is a member of the National Association of Certified Valuators and Analysts (NACVA) and she holds the professional designation of Certified Valuation Analyst (CVA). NACVA’S CVA® designation is the only valuation credential accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™). She is also a member of the International Society of Business Analysts (holding the professional designation of Senior Business Analyst (SBA)); and the National Equipment & Business Brokers Institute (holding the designation Certified Machinery & Equipment Appraiser (CMEA)).
Ms. Silverman has prepared hundreds of complex business valuations on companies in every industry. She works with startup, growth and mature, well-established privately held companies. The valuations vary from investment purposes, such as exit planning, sale of a business, partner buyout, ESOP compliance, IP valuations to tax related purposes, such as a company structure conversion, potential capital gains tax, estate and gift tax compliance, IRC §409A compliance, purchase price allocations; to
litigation support purposes, such as a divorce, shareholder dispute, bankruptcy, lost profits determination or intellectual properties.
The detailed reports include both the financial analysis and legal basis for the conclusions of value, and comply with the following industry standards and/or regulatory requirements:
• USPAP and NACVA
• ERISA and DOL
Ms. Silverman has worked with companies helping them with their exit (succession) planning, due diligence, financial and operational assessments, strategic and business planning, developing cash flow projections, feasibility studies and analysis, SWOT assessments, business development strategies and implementation, analysis of potential acquisitions, assist clients with financing needs, and much more.
As a Certified Exit Planning Advisor, Ms. Silverman and her team-work with business owners to develop a succession plan for their business, financial and personal goals.
Previously, Ms. Silverman worked for and consulted with large and medium companies such as Sonare Technologies, a division of Herman Miller, Peregrine Systems and 3E Company. She was responsible for
negotiating with strategic partners and assisting them with sales, marketing, training and operations to sell the Company’s products and services. She focused on vertical markets including retail, utilities,
transportation, healthcare and manufacturing. Ms. Silverman was also involved with multiple acquisitions and participated in the due diligence, negotiations, acquisition announcements and integration plans and implementation of the acquired companies.
Indiana University, Bloomington, IN – 1991
• Bachelor of Arts Degree in Political Science and Psychology
• Dean’s List
Nova Southeastern Shepard Broad Law Center, Ft. Lauderdale, FL – 1995
• Juris Doctorate Degree
• Book Award, Legal Research & Writing
• Moot Court Society
Ms. Silverman was the 2018 Recipient of the Peter Christman Exit Planner of the Year Award from the Exit Planning Institute and she was a 2017 Nominee for Leader of the Year Award from the Exit Planning Institute.