William Harris Earns Respected Designations

Congratulations to William Harris, one of our financial analysts. Several months ago, he earned his Accredited Member designation in Business Valuation from the American Society of Appraisers. This required him to take four business valuation courses and pass four three hours exams. He also was required to pass both an ethics and standards exam, and have one report peer-reviewed and accepted.

He just informed us that he has been granted the Certified Financial Analyst credential from the CFA Institute. To earn this designation, Will had to pass three six-hour intensive exams in real-world investment analysis, portfolio management skills, and practical knowledge needed to succeed in today’s investment industry and have four years of experience in a related field.

Both of these credentials are difficult to earn and we congratulate him on his achievements.


Trugman Valuation Associates’ business valuation and litigation support services have been rendered for a variety of purposes including, but not limited to, family law matters, business damages, lender liability litigation, buy-sell agreements, shareholder litigation, estate and gift tax matters, buying and selling businesses, malpractice litigation, wrongful death, sexual discrimination, age discrimination, wrongful termination, and breach of contract. Representation in litigation includes plaintiff, defendant, mutual, and court-appointed neutral.

Trugman Valuation Associates, Inc. is a business valuation firm with experience in a wide variety of assignments including closely-held businesses, professional practices    Trugman Valuation Associates, Inc. is located in Plantation, Florida with offices in New Jersey.  For more information, please call 954-424-4343 or visit our website.



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