Wealth & Finance Finance Awards 2015

Wealth & Finance Finance Awards 2015 38 GBQ Consulting Best Forensic Advisory Services - USA & Best for Valuation Services - USA A national consulting firm providing advice and assistance to clients through valuation, financial opinion, dispute and forensic advisory services, GBQ Consulting is made up of dedicated experts in their respective areas. We caught up with David Bookbinder and received his insights into how the firm has reached its current heights. Company: GBQ Consulting LLC Name: David Bookbinder Email: [email protected] Web Address: www.gbqconsulting.com While the firm has changed dramatically over the years, we have retained our focus on the individual associates. Personalized career development plans mean that associates are motivated to do a great job and to take care of our clients. “Entrepreneurial spirit, independent expertise” is more than just a mar- keting tagline at GBQ – it’s in our DNA. We encourage people all across the firm (not just at the highest management levels) to think and act as entrepreneurs. The firm wants people to bring forward new ideas about client service, personal development, new service offerings and other growth and improvement initiatives. While others only think about the “project,” GBQ brings a vast network of experts in other fields and we make that available to our clients. We help client’s resolve challenges that impact their day-to-day operations by connecting them to resources that are skilled in those particular areas. Yes, we are valuation experts, but our clients and referral sources that recommend us think of us as more than that – they think of us as partners and problem solvers. Client service is paramount. The trusted advisors that introduce us to opportunities know that we always offer our best advice to their clients whether or not we end up doing business together. It’s about doing the right things for the right reasons – all the time. By always putting the client’s needs first, great service is a natural outcome. We serve corporations, law firms, private equity firms, CPA firms, insurance companies, Boards of Directors, ESOP fiduciaries, financial services entities, and government organizations. With offices in Ohio, Indiana, New York and Pennsylvania, we work with both privately-held and publicly traded companies across all industries and geographies. The most prevalent trends in our industry over the past 12 months include the evolution of certain valuation and accounting treatment of matters pertaining to privately held companies; the impact of the Jobs Act on liquidity; and the increased complexities around perfor- mance-based compensation metrics associated with transactions. To keep up to date on these trends the firm puts great importance on the continued training whether we are providing the speaker or in attending a training session. From leadership roles and speaking engagements with all the national players in the industry, GBQ’s team is at the forefront of any changes or developments in the industry. We take continuing education seriously, in addition to the fact that our staff includes accredited members of the Certified Financial Analyst Institute (CFA), the American Society of Ap- praisers (ASA), the National Association of Certified Valuation Analysts (CVA), the Institute of Business Appraisers (CBA), and the American Institute of Certified Public Accountants (CPA/ABV).