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Primary Area of Expertise

Business Valuation

Expert Witness Profile

Complete Advisors is a New York-based boutique valuation firm that prepares valuations for assets and entities with build-in complexities for estate and tax planning. Nainesh Shah, with 25 years of portfolio management experience, heads Complete Advisors' valuation department and has appraised hundreds of private and public companies. As a CFA (Chartered Financial Analyst) and CVA (Certified Valuation Analyst), Nainesh's unique skill set and ability level enable Complete Advisors to value complex businesses and instruments for Estate Planning and Estates.

Complete Advisors has recently completed the following valuation reports:
• The value of a sponsor's stake in a SPAC before a corporate merger.
• The worth of an LLC with 59 patents.
• The valuation of a portfolio of limited partnerships and public securities.
• The value of an option agreement for a buyout.

The firm was established in 2019 by Nainesh Shah and Evan Levine. As a growing firm, Complete Advisors provides a degree of customization and handholding that is uncommon in the business valuation industry. The firm allows lawyers and clients to engage directly with the company's proprietors. If you need valuation with a high complexity for estate planning or an estate, contact Evan Levine of Complete Advisors at 516-231-2977.

Education & Licenses