James W. Morrissey CPA, ABV
Senior Director – SBS Valuation Practice

​

Jim has developed or reviewed over 400 business valuation conclusions and financial analyses for litigation support, estate tax planning, employee stock ownership plans, purchase price allocations, buy/sell agreements, economic damages, mergers, acquisitions, recapitalizations, leveraged buyouts, and fraudulent conveyances for clients in the United States, Europe, Asia, Canada and Latin America. The equity valuations have included common stock, preferred stock, member interests, limited partnership interests, and general partnership interests. 

Intangible assets valued by Mr. Morrissey include trademarks, trade names, customer information files, patents, information data bases, trade secrets, proprietary processes, contractual rights, subscriber files, copyrights, computer software, goodwill, going concern values, assembled workforces, licenses, net operating loss carry forwards, and engineering drawings.

​

Mr. Morrissey has managed special projects dealing with multi-discipline valuation engagements, remaining life studies, and feasibility studies. His investment banking experience includes guiding merger and acquisition transactions, and debt and equity placements for domestic and foreign clients.

​

Jim is an active speaker on business valuation and financial analyses before the American Institute of CPAs Continuing Education program. His articles were published by the Maryland Institute of Continuing Professional Education of Lawyers, Perspective, Daily Record, and the Legal Times-Special Report on Intellectual Property. He has authored a course and manual by the AICPA titled Research and Analysis: Critical Techniques in a Business Valuation Engagement. Jim served on committees of the American Society of Appraisers (ASA) and the National Association of Certified Valuation Analysts developing professional practice standards for business appraisers. He is past president of the Northeast Philadelphia Chapter of the National Association of Accountants and a past officer of the Maryland Chapter of the ASA.

​

Jim earned his Master of Business Administration from Indiana University and graduated with a Bachelor of Arts in Political Science, minors in economics and mathematics, cum laude, from East Stroudsburg State College. He earned the ABV designation, Accredited in Business Valuation, sponsored by the AICPA, and holds an inactive CPA license from Pennsylvania