Scott M. Moss

Transaction Advisory Leader

Financial Services Leader
Partner, Cherry Bekaert Advisory LLC

Focus Areas

Mergers & Acquisitions
Private Equity
Quality of Earnings
Capital Markets
Transaction Advisory Services
Due Diligence
Exit Planning
Business Combination Accounting
Private Debt
Post-Merger Integration

Industries

CPA Licenses

FL - AC39807
NC - 22917
VA - 15758

Community Involvement

Emeritus Member, Mason Accounting Programs Board (2020–Present), The College of William & Mary
Mason Accounting Programs Board (2006–2020), The College of William & Mary
Business Partners Board (2004–2006), The College of William & Mary

Education

B.B.A. in Accounting, College of William & Mary
Private Equity Program, Columbia Business School
Merger & Acquisition Program, Wharton School - University of Pennsylvania

Professional Involvement

Global Private Equity Leader, Baker Tilly International (2015–2021)
American Institute of Certified Public Accountants (AICPA)
North Carolina Association of Certified Public Accountants (NCACPA)
Virginia Society of Certified Public Accountants (VSCPA)

CPA Licenses

FL - AC39807
NC - 22917
VA - 15758

Community Involvement

Emeritus Member, Mason Accounting Programs Board (2020–Present), The College of William & Mary
Mason Accounting Programs Board (2006–2020), The College of William & Mary
Business Partners Board (2004–2006), The College of William & Mary

Education

B.B.A. in Accounting, College of William & Mary
Private Equity Program, Columbia Business School
Merger & Acquisition Program, Wharton School - University of Pennsylvania

Professional Involvement

Global Private Equity Leader, Baker Tilly International (2015–2021)
American Institute of Certified Public Accountants (AICPA)
North Carolina Association of Certified Public Accountants (NCACPA)
Virginia Society of Certified Public Accountants (VSCPA)

Related Insights

First Half of 2025 Demonstrates Strategic Shifts and Surging Opportunities for Private Equity

Report

8/18/2025 1:35:17 PM

Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.

Assurance Services Consumer Goods Deal Advisory Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services Real Estate & Construction Tax Policy and Legislative Changes Tax Services Technology Transaction Advisory Services Transaction Tax Services Valuation Services

Adapting and Thriving: Navigating the Evolving Alternative Asset Landscape

Report

6/17/2025 2:22:39 PM

Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.

Asset Management Assurance Services Deal Advisory Financial Services Financial Services Regulatory Compliance Private Equity Risk Advisory Services Tax Policy and Legislative Changes Tax Services Transaction Advisory Services Transaction Tax Services Valuation Services Tariff Updates

Private Equity Investing in the Home Services Industry: Navigating the Risks

Article

5/21/2025 12:57:53 PM

Learn why home service companies, like HVAC, plumbing and pest control, are prime targets for private equity firms. Discover how to offset the risks here.

Asset Management Deal Advisory Financial Services Private Equity Professional Services Real Estate & Construction Transaction Advisory Services