Company: Valuation Research Corporation
Title: Sr VP
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Patrice Radogna has over 20 years of experience in the valuation of privately held businesses, professional practices, pass-through entities and intangible assets. Her areas of specialty lie in the disciplines of ESOP valuations, trust and estate tax planning, and shareholder transactional work. Patrice has experience as a valuation advisor to clients in various industries with a particular expertise in the professional services practices.
As it relates to ESOPs, Patrice performs feasibility studies and valuations in connection with ESOP formation and assists in transaction design and structuring. Valuations include both those for plan initiation and those required annually under Federal law. Patrice has extensive experience working with numerous ESOP companies in various industries. She has valued leveraged and unleveraged ESOPs, controlling and non-controlling ESOPs as well as early stage and mature ESOPs.
Patrice earned a bachelor of science degree in finance from Boston College. She subsequently received a certificate of accounting from New York University and is licensed in the State of New Hampshire as a Certified Public Accountant.
Her certifications include:
- Accredited Senior Appraiser (ASA)
- Certified Business Appraiser (CBA)
- Certified Valuation Analyst (CVA)
- Accredited in Business Appraisal Review (ABAR)
- Certified Public Accountant (CPA)
Prior to joining VRC, Patrice was a director with Delphi Valuation Advisors for 15 years. She held consulting positions with the regional accounting and consulting firm, Tofias, P.C. and with a boutique consulting firm in New York City, Kahn Consulting, Inc. Prior to her experience as a consultant, she was employed as a credit underwriter for a large insurance company, where she performed in-depth financial analyses of mid to large size construction companies.
Her professional affiliations include memberships with the National Center for Employee Ownership. Patrice’s thought leadership content has been published in a wide variety of industry-related periodicals and she is a much sought after presenter. Her presentations include:
- "Monitoring and/or Replacing your Trustee," NCEO Employee Ownership Conference 2016
- "Tax Issues Arising in Valuations," Business Valuation Resources Webinar
- "Monetizing Your Business – What’s Your Business Really Worth?" (panelist),Family Business Valuation Summit, Cape & Plymouth Business
- "Participative Management in an ESOP Company – Focus on Business Planning and Value Creation," Annual Conference, New England Chapter of the ESOP Association
- "Business Valuation – A Primer for ESOP Companies and their Advisors," Raymond James Financial/Beacon Hill Equity Group Sponsored ESOP Seminar
As it relates to ESOPs, Patrice performs feasibility studies and valuations in connection with ESOP formation and assists in transaction design and structuring. Valuations include both those for plan initiation and those required annually under Federal law. Our firm has extensive experience working with numerous ESOP companies in various industries. We have valued leveraged and unleveraged ESOPs, controlling and non-controlling ESOPs as well as early stage and mature ESOPs.
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Chris Ryding, CEO, Gripnail Corporation
I’d give Patrice a "5" rating without hesitation. Patrice’s approach to our valuation was methodical, well researched, and most importantly, made sense to us. She took the time to get to know our business in great detail, both inside operations and external markets. She helped guide us through multi-year projections and questioned our responses in a way that made us re-think our assumptions, but did it in a collaborative way that let us know it was a team effort. She earned our trust over the course of the first valuation and continues to be a resource on other ESOP related issues. I highly recommend Patrice as an ESOP Valuation expert.
J.P., ESOP trustee
I rate Patrice 5/5 stars. She's an excellent communicator and responds very promptly to questions. Her valuation report was very detailed, thorough and easy to read. It addressed all the Department of Labor requirements in conjunction with the Great Bank agreement. Patrice is extremely knowledgeable about all aspects of different company valuation methods and does a very thorough analysis of marketplace and competition, with a full understanding of the client company and industry. It's been a pleasure to work with her.