Sean Saari

About Sean Saari

I am a business adviser who helps clients address their valuation, litigation support, tax, financial reporting, strategic planning and business advisory needs. I assist valuation and litigation support clients by developing credible and defensible analyses and he has testified as a financial and valuation expert numerous times. On the business advisory side, I help clients proactively manage their businesses to plan and prepare for growth while staying on top of their tax and accounting compliance requirements.I am a frequent author and speaker on valuation, litigation advisory, business management and other financial topics.I have extensive experience and expertise in providing valuation and litigation advisory services including- Damages analysis and modeling (lost profits, lost business value, lost wages/earnings, etc.)- Divorce and domestic dispute-related valuations and financial expert analysis (asset tracing, etc.)- Financial reporting valuations (intangible assets, purchase price allocation, stock options)- Forensic analysis- Litigation and dispute-related valuations and financial expert analysis- Merger and acquisition valuations (acquisitions, divestitures, fairness opinions)- Strategic and business transition planning valuations (strategic planning, buy-sell agreements)- Tax-related valuations (gift and estate, related-party transactions, C to S conversion)

Experience

1. Managing Director at Cbiz

   CBIZ

   Nov 2024 — Present · Cleveland, OH, US

   Sean Saari is a Managing Director in the Valuation, Forensic and Litigation Services group. He helps clients address their valuation, litigation support, tax, financial reporting, strategic planning and business advisory needs. Mr. Saari assists valuation and litigation support clients by developing credible and defensible analyses and he has testified as a financial and valuation expert numerous times. He has a practice concentrated in the areas of business valuations, litigation advisory services, domestic disputes, shareholder disputes, financial reporting, complex damages analysis and modeling, strategic planning, succession and estate planning, and mergers and acquisitions. On the business advisory side, Mr. Saari helps clients proactively manage their businesses to plan and prepare for growth while staying on top of their tax and accounting compliance requirements. Mr. Saari is a frequent author and speaker on valuation, litigation advisory, business management and other financial topics.

Education

• Weatherhead School of Management at Case Western Reserve University

  MBA, Banking and Finance; Financial Reporting

  2006 — 2007

• University of Notre Dame

  BBA, Accountancy

  2002 — 2006

Skills

• Sarbanes-Oxley Act
• Internal Controls
• Mergers
• Sec Filings
• Estate Planning
• Analysis
• Accounting
• Cash Flow
• Expert Witness
• Financial Statements
• General Ledger
• Business Valuation
• Budgets
• Options
• Tax Preparation
• Financial Reporting
• Gift Tax
• Due Diligence
• Income Tax
• Budgeting
• Tax
• Financial Accounting
• Audit
• Equities
• Financial Analysis
• Valuation
• Tax Services
• Forensic Accounting
• Tax Accounting
• Financial Modeling
• Purchase Price Allocation
• Forecasting
• Auditing
• Gaap
• Succession Planning
• Us Gaap
• Small Business
• Assurance
• Cash Flow Forecasting
• Mergers & Acquisitions