Mr. Gross joined WRV (formerly Citizens Valuation Services) in 2021 and became a Partner in 2024. Prior to joining WRV, he served as an Experienced Valuation Associate within BDO’s Valuation & Business Analytics practice since 2019. Mr. Gross earned a B.S. in Finance from the Farmer School of Business at Miami University in Oxford, Ohio.
Mr. Gross has performed or contributed to various valuation engagements involving businesses, business interests, and intangible assets of privately held and publicly traded companies. Mr. Gross has performed these engagements for entities ranging from seed-level start-up to Fortune 500 and multinational corporations. He has performed equity and asset valuations for a variety of purposes, including: Financial Reporting under ASC 350, 360, 805, 820, 718, and IRC 409A; Business Succession Planning; Buy/Sell Agreements; Fairness and Solvency Opinions; Employee Stock Ownership Plans (ESOPs); Estate, Gift and Federal Tax Purposes; Mergers and Acquisitions
These engagements have been performed for companies in a variety of industries including: financial services, restaurants and food service, consumer retail, software and technology, engineering, manufacturing, wholesale and distribution, construction, professional practices, healthcare, cannabis, and holding company and estate planning vehicles.
Mr. Gross is an Accredited Senior Appraiser of the American Society of Appraisers (ASA) and has taken the following continuing education courses related to business valuation:
American Society of Appraisers (ASA):
- BV-201: Introduction to Business Valuation, Market Approach – 30 hours including successful completion of the 3-hour examination
- BV-202: Introduction to Business Valuation, Income Approach – 30 hours including successful completion of the 3-hour examination
- BV-203: Introduction to Business Valuation, Asset-Based Approach, Discounts and Diverse Practice Areas – 30 hours including successful completion of the 3-hour examination
- BV-204: Advanced Topics in Business Valuation – 30 hours including successful completion of the 3-hour examination
- SE-100: National Uniform Standards of Professional Appraisal Practice (USPAP) – 15 hours including successful completion of the 1-hour examination
Education and Affiliations:
- Bachelor of Science (BS) in Finance: Miami University – Oxford, OH
- American Society of Appraisers (ASA) Member – Columbus Chapter