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  • Writer's pictureCCMG Team

Meet Brad Whitfield, CPA, CVA, CM&AA: The Versatile Financial Expert

Meet Brad Whitfield, a highly skilled Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), and Certified Merger & Acquisition Advisor (CM&AA) who has earned a stellar reputation for his expertise in these domains. As a partner of our esteemed accounting firm, Brad plays a vital role in serving as a contract Chief Financial Officer (CFO) for several companies and family offices, offering strategic financial solutions that drive success. His remarkable journey from small business entrepreneurship to becoming an authority in business valuation and M&A has equipped him with invaluable insights into understanding and communicating the true value of a business. In this blog post, we will delve into Brad's extensive experience, credentials, and achievements, shedding light on how he continues to make a positive impact on the Savannah community.

Outsource CFO Expertise: Brad is no stranger to the complexities of financial management, and his exceptional skills as a contract CFO have benefited numerous businesses and family offices. Leveraging his extensive background in finance, accounting, and taxation, Brad provides invaluable guidance to his clients, enabling them to make sound financial decisions that drive growth and profitability. His expertise has proven to be a game-changer for businesses seeking reliable and strategic financial support.

Business Valuation and M&A Specialist: At the core of Brad's professional repertoire lies his expertise in business valuation and mergers and acquisitions. With credentials in business valuation and a specialization in various valuation purposes, including litigation, gift/estate tax, business transactions, due diligence, and consulting engagements, Brad is a sought-after authority in the field. His meticulous approach to valuing over 450 different businesses has garnered trust and admiration from clients across the low country.

A Trusted Expert Witness: Brad's proficiency in business valuation and forensic accounting has led him to serve as an Expert Witness in numerous litigation engagements. His ability to provide insights into critical areas such as business valuation, lost profits, business damages, taxation, and forensic accounting has been instrumental in resolving complex legal matters. His testimony has proven to be invaluable in the courtroom, making him a go-to expert for litigators seeking a credible and persuasive witness.

Strategic Exit Planning and M&A Engagements: For business owners in the Savannah area contemplating the sale or acquisition of a company, Brad Whitfield is the name that comes up time and again. With an impressive track record of helping business owners buy and sell companies, Brad's expertise in strategic exit planning and M&A engagements is unparalleled. His comprehensive understanding of market dynamics and business valuation makes him an indispensable partner for those seeking to make well-informed decisions during these transformative processes.

Educational Background and Thought Leadership: Brad's journey to becoming a respected financial expert began at the University of Georgia, where he earned his degree in Finance. He further honed his skills with a Master's in Accounting from Georgia Southern University. As a thought leader in his field, Brad has contributed to the body of knowledge on business valuation by publishing several articles and presenting at various conferences, including The American Council of Engineering Companies and GA Bar Family Law Section.

Community Involvement: Brad is not just an accomplished professional; he is also an active member of the Savannah community. He generously devotes his time and expertise to several non-profit Boards, making a positive impact on various causes. As a deacon at Compassion Christian Church, Brad's commitment to serving others extends beyond his professional endeavors.

In the world of finance and accounting, Brad stands out as a multifaceted expert, blending his extensive experience in taxation, business valuation, finance, consulting, and accounting with his entrepreneurial spirit. As a contract CFO for multiple companies and family offices, his strategic insights have propelled businesses to new heights. His credentials in business valuation and mergers and acquisitions make him a go-to professional for clients seeking trusted advice and guidance in these domains. With a passion for the Savannah community and a commitment to giving back, Brad is not just a financial expert but a compassionate leader who continues to inspire and make a difference.

Whether you are seeking outsource CFO services, business valuation expertise, or strategic exit planning for M&A, Brad is the partner you can trust to help achieve your financial goals.

Thanks, The CCMG Team

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