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Benjamin H. Schwartz

Senior Valuation Analyst | CPA, CVA, Prosci® CCP

bschwartz@berrydunn.com

Benjamin is a Senior Valuation Analyst in BerryDunn’s Valuation Practice Group. In addition to providing business valuation services, he performs financial and economic analyses for ESOP transactions, estate planning, gifting, transaction support, and other purposes.

Previously, Benjamin was an auditor in the firm’s Commercial Practice Group, providing attest services for clients in a variety of industries. He also served as a Community Business Advisor with the United States Peace Corps, providing finance and accounting services to small businesses in West Africa. 
 

Benjamin is a Senior Valuation Analyst in BerryDunn’s Valuation Practice Group. In addition to providing business valuation services, he performs financial and economic analyses for ESOP transactions, estate planning, gifting, transaction support, and other purposes.

Previously, Benjamin was an auditor in the firm’s Commercial Practice Group, providing attest services for clients in a variety of industries. He also served as a Community Business Advisor with the United States Peace Corps, providing finance and accounting services to small businesses in West Africa. 
 

Experience highlights 

Benjamin helps clients with a variety of issues, including: 

  • Business valuations 
  • Estate planning 
  • Business transaction planning and support
  • Employee Stock Ownership Plans (ESOP) 
  • Management consulting 
  • Mergers and acquisitions
  • Financial statement audits
  • Accounting processes and procedures
  • Budgeting, forecasting, and cash flow management
  • Employee benefit plan audits and compliance
  • Strategic planning

Memberships and committees 

  • American Institute of Certified Public Accountants (AICPA) 
  • Maine Society of Certified Public Accountants (MSCPA) 
  • National Association of Certified Valuators and Analysts (NACVA)

Community service

  • Youth and Family Outreach, Board Treasurer
  • Returned Peace Corps Volunteer (RPCV) 

Insights

Education

BS, Accounting, SUNY New Paltz 

BS, Finance, SUNY New Paltz 

BA, French Language, Literature, and Culture, SUNY New Paltz

Certifications

  • CPA
  • CVA
  • Prosci® CCP