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2,400+ Clients since 2001 • $4.3+ Billion Raised

Randy Lewis, CFA, CVA – Principal Consultant

Randy Lewis, CFA, CVA, Business Plan Consultant

Randy Lewis, CFA, CVA - Principal Consultant
Los Angeles, CA

Randy has been a private consultant for over 15 years – with deep experience in business valuations and appraisals, business plan development, and capital markets consulting, as well as strategic planning, CFO services, and corporate finance.

As a generalist, Randy has extensive experience working with Internet and tech companies, including SaaS and mobile app businesses, and professional service companies including health care practices, physicians, and attorneys. He has also worked with magazine publishers, light manufacturing, beverage distributors, medical device distributors, retail, and restaurants.

Valuation and business plan clients have ranged in size from startups to public companies with sales in excess of $100 million. Randy has been a Certified Valuation Analyst since 2010 and a Chartered Financial Analyst since 1999. He has prepared valuations for estate planning, tax matters, mergers, and business and marital dissolutions.

He received his Bachelor’s Degree in Finance with honors from California State University, Fullerton, an MBA from the Anderson School of Management at UCLA, and earned the Chartered Financial Analyst (CFA) designation in 1999 and the Certified Valuation Analyst (CVA) designation in 2010.  Randy has had several articles published, most recently, “DLOM for Fractional Interests in Real Estate Partnerships: A Common Sense Approach”, published in the May/June 2014 issue of The Value Examiner.  He has also served as interim and acting CFO of several companies, both public and private.  


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