Lori is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers and is a Director in ComStock Advisors’ Cincinnati office. She joined the firm in 2006 and has over 19 years of experience in valuation and finance. At ComStock Advisors, she has completed business appraisal engagements for various purposes such as business transition, retirement planning, merger and acquisition transactions, estate and gift tax, marital dissolution, litigation, and employee stock ownership plan implementation.
Lori’s valuation experience includes businesses ranging in size from annual revenues of less than one million dollars to annual revenues in excess of five hundred million dollars. She has a wealth of experience in many industries including manufacturing, professional services, branding, market research, construction, and engineering. Lori also provides expert testimony regarding business valuation.
Lori earned her Bachelor of Business Administration from Boston University and her MBA from McGill University. She is a member of The ESOP Association, National Center for Employee Ownership (NCEO), Ohio Employee Ownership Center (OEOC), and Tri-State Business Valuation Roundtable. She has spoken on valuation topics before The ESOP Association and has facilitated an Expert Roundtable for NCEO.
Lori has been a guest on Cincinnati’s WKRC’s talk radio show Simply Money™.