Kevin Wilson - Business Development / CPA / M&A

CBIZ Valuation Group, LLC - Business Development Executive / CPA

Functional Experience

  • ABL collateral valuations
  • Asset impairment
  • Bankruptcy valuation services
  • Buy-sell agreements
  • Entity conversions
  • ESOP valuations
  • Estate planning
  • Executive compensation
  • Fairness Opinions
  • Financial reporting
  • Fixed asset management
  • Gift and Estate tax
  • Goodwill impairment (ASC 350)
  • Incentive stock options (409A)
  • Income tax and transfer pricing
  • Insurable values
  • Insurance – Risk Management
  • Intangible asset allocation
  • IPO pricing
  • Market value studies
  • Purchase price allocations (ASC 805)
  • Related party opinions
  • Reorganization
  • Sales and mergers
  • Shareholder buyouts
  • Solvency opinions
  • Transactions – mergers, acquisitions, buyouts

Industry Experience

  • Chemical
  • Communications
  • Consumer Products
  • Education
  • Energy
  • Financial Services
  • Food Services
  • Government
  • Healthcare/Medical
  • High Technology
  • Hospitality/Entertainment
  • Insurance
  • Insurance Pools
  • Life Sciences
  • Manufacturing
  • Oil and Gas
  • Retail
  • Telecommunications
  • Utilities

Services

  • Dispute Resolution
  • Financial Valuation
  • Financial Reporting
  • Litigation Support
  • Management Requirements
  • Real Estate Valuation
  • Tangible Asset Valuation
  • Taxation Issues
  • Transaction Analysis
Kevin Wilson
Business Development / CPA / M&A

20 Years Experience
(214) 766-1040
BACKGROUND

Kevin Wilson is a Business Development Manager in the Tangible Asset Practice of CBIZ Valuation Group, LLC. He has more than 15 years of experience in business development.

CBIZ Valuation Group, LLC, has extensive expertise in the valuation of tangible and intangible assets, contracts, securities, debt instruments, partnership interests and litigation claims.  CBIZ Valuation Group has assisted many Fortune 500 and middle-market clients in valuing aspects of their business for internal planning purposes, tax planning, financial reporting, merger and acquisition planning and due diligence, litigation support and bankruptcy proceedings in many different industries.

Kevin spent almost thirteen years practicing in public accounting focusing on tax, business consulting and investment advisory services.  During that time Kevin built a successful clientele following, becoming a Shareholder in his firm.  Kevin decided to focus his career efforts on business development and left public accounting to do so.  After nearly six years of performing business development work for other companies Kevin started his own company at the start of 2012.

Prior to joining CBIZ Valuation Group, Kevin was responsible for internal business development operations management at Ernst and Young, LLP.  He has also held business development roles with Robert Half Management Resources, UHY LLP and Jefferson Wells (now Experis).

NETWORKING ORGANIZATIONS

Kevin is very active in multiple business networking organizations:

  • Business Navigators – Member
  • Business Navigators Mergers & Acquisition Forum – Chairperson
  • Association for Corporate Growth – Membership Committee Member
  • Corporate Finance Association – Member
  • National Association of Corporate Directors – Member
  • Texas Risk Management Society – Member
  • DFW Risk Management Society – Member
  • Dallas Networking Group – Member
  • Oklahoma Association of County Commissioners – Member
  • Ernst & Young Alumni Association – Member
  • American Institute of Certified Public Accountants – Member
  • Texas Society of Certified Public Accountants – Member
Education:
Kevin earned a Bachelor of Business Administration as well as Master of Science degrees in accounting from Texas A&M University. He is a Certified Public Accountant with continuous Texas certification since 1995.
Community:

Kevin is a very active member of the community in his hometown of Grapevine:

  • Living Word Lutheran Church – Sunday school teacher
  • Bear Creek Federation – Indian Princess – Member and holder of multiple leadership roles
  • Bear Creek Federation – Indian Guides – Member and holder of multiple leadership roles
  • Grapevine Baseball Softball Association – Head Coach and Assistant Coach – Current and Prior
  • Grapevine Rec Basketball League – Head Coach (2 seasons)
  • Jumpin’ Jammers – Competition jump rope team – Assistant Coach

Kevin and his wife have been married 19 years. They have three children, a dog and a fish.

Kevin Wilson, CPA
Business Development Manager
CBIZ Valuation Group, LLC
4851 LBJ Freeway | Suite 800
Dallas, TX 75244
(972) 406-6926 | direct
(214) 766-1040 | mobile
kevin.wilson@cbiz.com

Contact Info

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