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Ray Kirschner, CPA, CVA
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Founding Partner
Phone: 847-770-6700
Email:
"Advice that helps you
achieve your goals
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Expertise
Ray has 28 years of experience in working with the owners of
small to mid-size businesses in a variety of industries. This
has given him a keen understanding of what clients need and how
to help them achieve their personal and business financial
objectives. He is especially skilled in strategic planning, tax
planning, business development, profit improvement and
providing solutions to complex problems.
In addition to being a Certified Public Accountant, Ray is a
Certified Valuation Analyst. He has extensive experience in the
field of business valuation and has served as an expert witness
on various matters. He also is skilled in personal financial
analysis and planning, and in advising clients on ways to build
wealth and improve their quality of life.
Approach
For Ray, the most important factor in client service is
empathy. By listening carefully and relating personally to
clients, he can better diagnose problems, identify
opportunities and come up with recommendations that have a
positive impact on clients. A detail-oriented professional who
excels in clear and thorough analysis, Ray has a passion for
helping clients achieve their life goals and strives to always
be both caring and effective.
Involvements
- Illinois CPA Society, Member
- National Association of Certified Valuation Analysts
(NACVA)
- Northbrook Chamber of Commerce
Education
- BS in Accounting from the University of Illinois,
Urbana
- NACVA training program leading to the Certified
Valuation Analyst (CVA) credential
- Training leading to certification as a Certified
Financial Planner (CFP) credential
- Success Care Program - The Role of the Most Trusted
Advisor
- Ran One Consulting Group - Business Consulting
Program
Interests
- Performs in three rock bands
- Enjoys spending time with friends and family
“In my experience, clients are looking not just for
service, but for advice. So that’s what I try to provide, based
on the insight I’ve developed over my long career. I like
having an impact and enjoy relating to clients, finding out
what they want to achieve, and pointing out ways to reach their
goals. So I’m pleased to say that because I’ve been successful
in helping clients, they’ve rewarded me by staying with our
firm year after year.”
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