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Leo J. DeLisi, Jr., ASA, MCBA,* ABAR,* CVB

 

Accredited Senior Appraiser - Business Valuation (ASA)

Master Certified Business Appraiser (MCBA)

Accredited in Business Appraisal Review (ABAR)

Certified Value Builder (CVB)

Fellow, American College of Forensic Examiners

PROFESSIONAL

 

Mr. DeLisi has been involved in the business appraisal field since 1984 when he first joined the Institute of Business Appraisers.  Since that time, he has been awarded the Institute’s highest professional designation of MCBA (Master Certified Business Appraiser) and has been appointed to its five-member Ethics & Discipline Committee as Chairman (2009-2010), overseeing the activities of members throughout the U.S. and Canada.  Mr. DeLisi has also been appointed to IBA’s Qualifications Review Committee responsible for report review/critique of applicants seeking the CBA designation.  Mr. DeLisi was appointed to the IBA’s Academy of Business Appraisal faculty as a national instructor of business valuation courses.  He has taught courses 1001 and 1002 (fundamental level courses), 1003 and 1004 (advanced level courses) and 8001A, Mastering Appraisal Skills for Valuing the Closely Held Business (a 30-hour comprehensive course), for the Institute.  Mr. DeLisi was also a featured speaker at the Institute’s 2000 National Conference in Phoenix, AZ, the 2002 Conference in Washington, D.C., the IBA’s 2004 conference in Las Vegas, NV, and at the 2009 NACVA/IBA annual conference in Boston, MA.  

 

Mr. DeLisi has also been awarded the ABAR designation (Accredited in Business Appraisal Review) from the Institute of Business Appraisers.  This designation is awarded to experienced business appraisers who meet testing and Qualifications Review Committee requirements.  This specialized designation is focused on the ability to competently review valuation reports prepared by other appraisers. 

 

Mr. DeLisi has successfully completed certification as a Certified Value Builder through the Value Builder System training program.  He is a certified advisor and the first Certified Value Builder in both the Rhode Island and Nashville, Tennessee markets.  

 

As a member of the American Society of Appraisers, Mr. DeLisi has also been awarded the ASA (Accredited Senior Appraiser - Business Valuation) designation making him one of an elite handful of business valuation professionals in the U. S. to achieve both the MCBA and ASA designations.  Mr. DeLisi currently serves on the ASA Ethics & Discipline Committee.  

 

Mr. DeLisi has been an accredited sponsor as approved by the Rhode Island Bar Association to instruct Mandatory Continuing Legal Education classes for attorneys and has been a speaker for the Rhode Island and Florida Societies of Certified Public Accountants for Continuing Education credits, as well as for the Rhode Island Bar Association and other groups.

 

Mr. DeLisi has also been awarded a Fellowship from the American College of Forensic Examiners.   

 

 

EXPERT WITNESS

 

Mr. DeLisi has been accepted as an expert witness and has testified in such venues as Family Court, U.S. Bankruptcy Court, Superior Court, IRS Administrative Appeals, and at municipal Boards of Assessment Review.  His litigation experience includes divorce, bankruptcy, estate and gift tax, business damages and shareholder disputes. 

EDUCATION

American Society of Appraisers

 

Institute of Business Appraisers (IBA)

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Institute of Business Appraisers (IBA)

 

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American College of Forensic Examiners

 

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Value Builder System Training

 

Bachelor of Science (BS) in Business Administration

 

 

ASA - Accredited Senior Appraiser-Business Valuation

 

CBA - Certified Business Appraiser

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MCBA* - Master Certified Business Appraiser

ABAR* - Accredited in Business Appraisal Review

 

FACFE - Fellow American College of Forensic Examiners

 

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CVB - Certified Value Builder

 

Bryant College, Smithfield, Rhode Island

APPRAISAL EDUCATION

 

  • 2013 ASA Advanced  Business Valuation Conference, American Society of Appraisers, San Antonio, TX, October 14-16, 2013. 

  • Update on The Discount for Lack of Marketability Seminar, NACVA, Westborough, MA, May 2012. 

  • Business Appraisal Review Accreditation Workshop – Course 1044, Institute of Business Appraisers, New Orleans, LA, 2010.  

  • NACVA and IBAs 2009 Annual Consultants Conference, Boston, MA, May 27 - 30, 2009. 

  • Jim Hitchner’s Business Valuation Update Seminar, Providence, RI, October 2, 2007, RISCPA. 

  • Assessing, Applying and Quantifying Unsystematic Risk Analysis, Waltham, MA, May 16 – 17, 2007.  NACVA MA Chapter, ASA Boston Chapter & IBA Northern Region. 

  • 1044 - Critiquing Business Valuation Reports, Ft. Lauderdale, FL, March 7, 2006.  The Institute of Business Appraisers, Inc., 2006. 

  • Reports, Standards and Tax Valuations, BVE-4, Providence, RI, January 2006.  American Institute of Certified Public Accountants. 

  • The Market Approach, Discounts and Premiums, BVE-3, Providence, RI, January 2006.  American Institute of Certified Public Accountants. 

  • Business Valuation – Caucus, Nashua, NH, The Institute of Business Appraisers, Inc., October 21, 2005. 

  • Valuing Family Limited Partnerships, Dallas, TX, Partnership Profiles, Inc., 2005. 

  • 26th Annual Business Valuation Conference, Las Vegas, NV, The Institute of Business Appraisers, Inc., 2004. 

  • 25th Annual Business Valuation Conference, Orlando, FL, The Institute of Business Appraisers, Inc., 2003. 

  • The Valuation of Family Limited Partnerships.  Tysons Corner, VA, Center for Advanced Valuation Studies/American Society of Appraisers, 2002. 

  • 2002 Annual Business Valuation Conference.  Washington, D.C., The Institute of Business Appraisers, Inc., 2002. 

  • National Conference on Appraising Closely Held Businesses.  Orlando, FL, The Institute of Business Appraisers, Inc., 2001. 

  • 19th Annual Advanced Business Valuation Conference.  Philadelphia, PA, American Society of Appraisers, Inc., 2000.

  • National Conference on Appraising Closely Held Business.  Phoenix, AZ, The Institute of Business Appraisers, Inc., 2000. 

  • 18th Annual Advanced Business Valuation Conference.  New Orleans, LA, American Society of Appraisers, Inc., 1999.

  • Joint Business Valuation Conference.  Montreal, Canada, American Society of Appraisers, 1998.

  • Uniform Standards of Professional Appraisal Practice.  Chelmsford, MA, American Society of Appraisers, 1997.

  • 15th Annual Advanced Business Valuation Conference.  Memphis, TN, American Society of Appraisers, 1996.

  • ASA Conference on Current Topics in Business Valuation.  New York, NY, American Society of Appraisers, 1996.

  • National Conference on Appraising Closely Held Businesses.  Orlando, FL, The Institute of Business Appraisers, Inc., 1996.

  • 14th Annual Advanced Business Valuation Conference.  Boston, MA, American Society of Appraisers, 1995.

  • National Conference on Appraising Closely Held Businesses.  Las Vegas, NV, The Institute of Business Appraisers, Inc., 1995.

  • National Conference on Appraising Closely Held Businesses.  San Diego, CA, The Institute of Business Appraisers, Inc., 1993.

  • Principles of Business Valuation - Valuation of Small Businesses and Professional Practices.  Atlanta, GA, American Society of Appraisers, 1994.

  • Principles of Business Valuation - Selected Advanced Topics.  Vienna, VA, American Society of Appraisers.

  • Principles of Business Valuation - Business Valuation Case Study.  Vienna, VA, American Society of Appraisers.

  • Principles of Business Valuation - Business Valuation Methodology.  Tampa, FL, American Society of Appraisers.

  • Principles of Business Valuation - Introduction to Business Valuation.  Georgetown University, American Society of Appraisers.

  • Business Appraisal for Attorneys, Accountants and Brokers.  Secaucus, NJ, The Institute of Business Appraisers, Inc.

  • Completing the Appraisal.  Washington, DC, The Institute of Businesses Appraisers, Inc.

  • Analyzing the Facts-Methods for Appraising Closely Held Businesses.  Washington, DC, The Institute of Business Appraisers, Inc.

  • Business Appraisal Techniques.  Washington, DC, The Institute of Business Appraisers, Inc.

  • Introduction to Business Appraisal.  Providence, RI, The Institute of Business Appraisers, Inc.

  • Has performed extensive reading and research on business valuation and related topics.

  • Accredited Senior Appraiser - Business Valuation, ASA Designation awarded by the American Society of Appraisers

  • Master Certified Business Appraiser, MCBA Designation awarded by the Institute of Business Appraisers to those CBAs with ten or more years of experience meeting the additional requirements of the Qualifications Review Committee and Board of Directors

  • Accredited in Business Appraisal Review, ABAR Designation awarded by the Institute of Business Appraisers

  • Certified Valuation Analyst, CVA designation awarded by the National Association of Certified Valuators and Analysts. 

  • Fellow, American College of Forensic Examiners, FACFE Designation in Business Valuations of Closely Held Companies awarded by the American College of Forensic Examiners

 

 

PROFESSIONAL HIGHLIGHTS

 

  • “Distinguished Member Award” from the Institute of Business Appraisers 2009 - 2010 

  • Instructor/Faculty – Academy of Business Appraisal (Awarded 1986, Retired 2022).

  • Chairman - Ethics & Discipline Committee, Institute of Business Appraisers (2009-2010)

  • Member – Qualifications Review Committee, Institute of Business Appraisers

  • Presenter: Ethics and Standards Workshop, 2009 NACVA/IBA Consultants Conference (Co-Presenter). 

  • Presenter: The Right Data for the Job, 2000 National Conference, The Institute of Business Appraisers, Inc., Phoenix, AZ 

  • Accredited Sponsor with the Rhode Island Mandatory Continuing Legal Education Commission

  • Engaged in the Business Appraisal Field since 1984

  • Board of Directors, Financial Service Providers, Nashville, TN

 

 

MEMBERSHIPS/DESIGNATIONS EARNED

 

  • Institute of Business Appraisers (Member since 1984) CBA Designation

  • Institute of Business Appraisers (Member since 1984) MCBA* Designation (Awarded May 7, 1999)

  • American Society of Appraisers, ASA Designation (1986)

  • Institute of Business Appraisers, ABAR* Designation (2010)

  • American College of Forensic Examiners Institute FACFEI Designation, FELLOW

  • Member: Institute of Business Appraisers-Ethics and Discipline Committee (2017 - Present)

  • Member: American Society of Appraisers-Ethics and Discipline Committee

  • Certified Value Builder, CVB Accredited

 

 

INSTRUCTOR/LECTURER

 

Regular instructor for numerous organizations, including: The Institute of Business Appraisers, The Rhode Island Estate Planning Council, Rhode Island Society of Certified Public Accountants, Rhode Island Bar Association, N.E. Study Group, Northeastern University, Phoenix Home Life, Connecticut Mutual Life/Lighthouse Financial Group, Providence College, Education Initiatives, Inc., New England Estate Planning Council, University of Rhode Island, SBANE-CEO Roundtable, Atlantic Chapter-Florida Society of Certified Public Accountants.

 

 

PERSONAL

 

Mr. DeLisi enjoys several interests, hobbies, passions, and activities including RVing across the USA, visiting national parks and camping, as well as playing music, especially keyboards and mountain dulcimers.  Leo is also an Ordained Minister as conferred by the NACM (National Association of Christian Ministers), and co-authored a book published in 2020.  Mr. DeLisi has been married for over 35 years and has two adult children and two grandchildren.  

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