Lori Wilhelmy
Managing Director at ComStock Advisors
- Role
- Managing Director at Comstock Advisors
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Lori Wilhelmy
Since 2006, I have exclusively specialized in valuation, helping hundreds of business owners plan for retirement, acquire and sell businesses, and negotiate divorce settlements. When not assisting individual business owners, I work with trustees, financial advisors, attorneys, and financial institutions and deliver strong, objective valuation advice for purposes including- Succession Planning - Mergers and Acquisitions - Fairness and Solvency Opinions - Corporate Planning - Estate and Gift Tax - Marital Dissolution - Shareholder Disputes - Employee Stock Ownership Plans - SBA Lending I also provide expert testimony, as well as expert opinions, such as fairness and solvency opinions. My valuation experience includes businesses ranging in size from annual revenues of less than one million dollars to those in excess of five hundred million dollars. I have a wealth of experience in many industries including manufacturing, professional services, branding, market research, construction, and engineering. If you feel I can be of assistance, let\'s connect! I can be reached at l••••••••@comstockadvisors.com or (51••••••34.
Experience
Managing Director
Apr 2006 — Present
Education
McGill University
MBA
1995 — 1997
Questrom School of Business, Boston University
BSBA
1991 — 1995
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