Doctor 1149149 1920
A boutique valuation and advisory firm catering to the small and middle market entrepreneur and business community.

Welcome to our website. Simplicity Valuation & Advisory, LLC was founded with the small to middle market business owner in mind. Our goal is to provide valuation and other professional advisory services in a manner that is straightforward and beneficial to our clients. Please contact us to discuss how we can help you. We look forward to talking to you!

OUR SERVICES

Slide
Meet Drew

Drew has served clients in various tax, assurance, and advisory capacities for over 30 years. In that time, he has been fortunate to work alongside business owners and see the entrepreneurial spirit first-hand. Drew’s career spans 30 years and has been with a large regional accounting and advisory firm. The first decade of his career was spent doing what most CPA’s do – audit and tax. During that time, Drew realized his real passion was understanding his client’s businesses beyond the numbers. He loved hearing their stories of success, challenges, and how they grew their businesses.

Drew realized that gaining an understanding of both the financial and non-financial information was what drives the valuation process and soon decided to pursue that as his focus. In addition to working with clients, Drew has been fortunate to spend his career alongside key leaders in the accounting profession that were entrepreneurial themselves and had hands-on involvement in the growth of a large regional firm.

Slide 1

Drew has been a guiding light through these financial times. Very Happy I chose his company.

James Deluca
Business Owner
Slide
Get Started with Simplicity Valuation & Advisory, LLC Today!

Fill out the form below and one of our caring team members will get back to you.

Contact Us