Patrick O’Connell

Patrick O’Connell
Patrick O’Connell
CPA/ABV, ASA, CVA
Senior Business Appraiser

Patrick O’Connell handles complex valuation projects related to acquisitions, tax compliance, litigation, ESOPs, and other issues. Patrick has been with BEAR as a principal and senior business appraiser since 2008, and also with an affiliated company, Business Value Group, LLC. Before BEAR, he worked for over twenty years in a professional services company, CBIZ (NYSE: CBZ); Formerly Miller Wagner & Company, Ltd., in Phoenix Arizona. He was responsible for the business valuation services division of the firm, working with closely held businesses, professional service entities, and high net-worth individuals. His experience includes setting up accounting systems, design and implementation of financial reporting packages, on-site accounting assistance and personnel training, preparation of financial statements (review, compilation), litigation support services, business plans and forecasts, and cash flow projections. Patrick’s passion for speed and accuracy carry over into his love for motorcycles and golf.

 

Education and Credentials

Arizona State University: B.S. Accounting
American Institute of CPAs (AICPA): Certified Public Accountant (CPA), Accredited in Business Valuation (ABV)
American Society of Appraisers (ASA): Accredited Senior Appraiser (ASA)
The National Association of Certified Valuators and Analysts (NACVA): Certified Valuation Analyst (CVA)
Association of Certified Fraud Examiners (ACFE): Certified Fraud Examiner (CFE)