9433 Bee Cave Rd, Building 3, Suite 125, Austin, TX 78733
ANASTASIA BOURGEOIS, CVA, MBA
BACKGROUND & EXPERIENCE
Anastasia has over 11 years of experience in business valuations, strategic management, litigation consulting, and corporate finance. She has served clients in the U.S., Middle East and Russia across a broad range of industries including high-tech manufacturing, telecommunications, healthcare, consumer packaged goods, banking, brokerage, oil and gas, U.S. Federal and state governments.
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 in Austin, Texas 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.
Anastasia is a dynamic and resourceful finance business partner who is passionate about helping C-level executives and organizations tailor and execute business strategies that drive profitable growth. She applies her experience and insight to providing direct financial oversight and decision support to help her clients achieve sustainable success.
Bachelor’s Degree in Economics – The University of Texas at Austin
MBA - Texas A&M University-Corpus Christi
Certified Valuation Analyst (CVA)
PROFESSIONAL ASSOCIATIONS & COMMUNITY INVOLVEMENT
National Association of Certified Valuators and Analysts (NACVA)
NACVA Central Texas State Chapter
Association of Certified Fraud Examiners (ACFE)
Central Texas Angel Network
Austin Opera Guild
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