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Anastasia Bourgeois, MBA, CFE, CVA, MAFF
Partner

Tel: (512) 893-8000

anastasia@innp.com

BACKGROUND & EXPERIENCE

Anastasia is a Certified Fraud Examiner, Certified Valuation Analyst, and Master Analyst in Financial Forensics with more than 11 years of experience in business valuation, forensic accounting, litigation consulting, and corporate finance.  She has served clients in the U.S., Russia, and the Middle East across a broad range of industries including high-tech manufacturing, telecommunications, banking, brokerage, oil and gas, healthcare, consumer packaged goods, wholesale trade, and transportation. 

A significant portion of Ms. Bourgeois’ practice includes performing objective, well-founded, and defensible valuations of small and medium-sized closely-held and family-owned businesses for tax compliance, financial reporting, management planning, and litigation support reasons.  Specifically, business valuations are performed for purposes such as estate and gift tax, mergers and acquisitions (M&A), transaction analysis, litigation, divorce, mediation, employee stock ownership plans (ESOPs), internal company planning, and buy-sell agreements.

 

Anastasia holds a CVA (Certified Valuation Analyst) certification from the National Association of Certified Valuation Analysts (NACVA), and all valuation engagements are performed in accordance with the Professional Standards of NACVA.

 

EDUCATION

Bachelor of Arts in Economics, The University of Texas at Austin

Master of Business Administration, Texas A&M University-Corpus Christi

Master of Accountancy, Texas A&M University-Corpus Christi

CERTIFICATIONS

Certified Fraud Examiner (CFE), Association of Certified Fraud Examiners (ACFE)

Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts (NACVA)

Master Analyst in Financial Forensics (MAFF), NACVA

PROFESSIONAL ASSOCIATIONS

National Association of Certified Valuators and Analysts

NACVA Central Texas State Chapter

Association of Certified Fraud Examiners

Texas Society of Certified Public Accountants

TEN Capital Network

PUBLICATIONS

“Exxon Mobil and Chevron: Analysis of Key Ratios”, Oil, Gas & Energy Quarterly, December 2021

Link to Curriculum Vitae

     

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