Gustavo Perez, ASA/IA
Title:Principal, Advisory Services
Leadership Role:National Leader, Valuation Services
Education:BS in Business Administration, Universidad Metropolitana; MBA in Finance, University of North Carolina – Charlotte
An Advisory Principal with Cherry Bekaert’s Valuation practice, Gustavo has more than 15 years of experience in valuations and litigation support, helping clients in a wide range of industries. As National Leader of the Firm’s Valuation Services Group, Gustavo specializes in valuations for purposes of accounting for business combination, goodwill and other intangible assets (ASC 350 and 805), as well as stock-based compensation, derivative instruments and hedging activities (ASC 718 and 815).
Clients depend on Gustavo’s specific expertise with complex valuations, including valuation analyses of privately held companies and intangible assets for purposes of financial reporting compliance; mergers and acquisitions; estate and gift tax; divorce proceedings; shareholder disputes; and other legal, regulatory and tax-related matters. Using the Black Scholes Merton and binomial lattice models for compliance with ASC 718 and 815 and SEC requirements, Gustavo helps clients value complex stock options and embedded derivatives. He regularly provides in-depth financial analysis in large, complex litigation matters, fraud investigations and valuation assignments.
Gustavo possesses the ability to communicate complex valuation and litigation issues in both English and Spanish. He has testified as an expert witness in litigation and international arbitration cases involving large multinational and Fortune 500 Companies.
Specialties/Areas of Expertise
- Financial Reporting Valuations (ASC 805/350/718)
- International Arbitration
- Litigation Support
- Mergers & Acquisition
- Tax Compliance Valuations
- American Society of Appraisers (ASA)
- Appraisal Issues Task Force (AITF)
- CFA Institute
- Florida Institute of Certified Public Accountants (FICPA)
- Past Board Member and Past President, American Society of Appraisers – Greater Miami Chapter
- Red Door Housing Society, Gilda’s Club of South Florida