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Ray Kirschner, CPA, CVA

Ray Kirschner

 

Founding Partner

“Advice that helps you achieve your goals”

Expertise

Ray has 28 years of experience in working with the owners of small to mid-size businesses in a variety of industries. This has given him a keen understanding of what clients need and how to help them achieve their personal and business financial objectives. He is especially skilled in strategic planning, tax planning, business development, profit improvement and providing solutions to complex problems.

In addition to being a Certified Public Accountant, Ray is a Certified Valuation Analyst. He has extensive experience in the field of business valuation and has served as an expert witness on various matters. He also is skilled in personal financial analysis and planning, and in advising clients on ways to build wealth and improve their quality of life.

Approach

For Ray, the most important factor in client service is empathy. By listening carefully and relating personally to clients, he can better diagnose problems, identify opportunities and come up with recommendations that have a positive impact on clients. A detail-oriented professional who excels in clear and thorough analysis, Ray has a passion for helping clients achieve their life goals and strives to always be both caring and effective.

Involvements

  • Illinois CPA Society, Member
  • American Institute of Certified Public Accountants (AICPA), Member
  • National Association of Certified Valuation Analysts (NACVA)
  • Northbrook Chamber of Commerce

Education

  • BS in Accounting from the University of Illinois, Urbana
  • NACVA training program leading to the Certified Valuation Analyst (CVA) credential
  • Training leading to certification as a Certified Financial Planner (CFP) credential
  • Success Care Program – The Role of the Most Trusted Advisor
  • Ran One Consulting Group – Business Consulting Program

Interests

  • Performs as a keyboardist in rock bands
  • Enjoys spending time with friends and family

“In my experience, clients are looking not just for service, but for advice. So that’s what I try to provide, based on the insight I’ve developed over my long career. I like having an impact and enjoy relating to clients, finding out what they want to achieve, and pointing out ways to reach their goals. So I’m pleased to say that because I’ve been successful in helping clients, they’ve rewarded me by staying with our firm year after year.”

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