BACKGROUND & EXPERIENCE

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Anastasia is a Certified Fraud Examiner, Certified Valuation Analyst, and Master Analyst in Financial Forensics with more than thirteen 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, retail and wholesale trade, travel agencies, and transportation. 

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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

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

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

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

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CERTIFICATIONS

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

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

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Master Analyst in Financial Forensics (MAFF), NACVA

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PROFESSIONAL ASSOCIATIONS

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National Association of Certified Valuators and Analysts

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NACVA Central Texas State Chapter

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Association of Certified Fraud Examiners

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Texas Society of Certified Public Accountants

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TEN Capital Network

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PUBLICATIONS

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

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Link to Curriculum Vitae

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