Jason R. Bogniard, MBA, AVA
Principal

Jason is a principal and a member of our business valuation and litigation consulting department with over eight years of experience in the field. He has been responsible for the development of hundreds of business valuation engagements for interests in closely- held companies covering a variety of industries. He has performed valuations and other financial analyses for a number of purposes including domestic relations and litigation support services, economic damages, estate and gift taxes, Employee Stock Ownership Plans (ESOPs), and mergers and acquisitions. Engagements performed include business valuations for various industrial manufacturing and distribution firms, medical practices, service firms, real estate development, family limited partnerships, restaurants, insurance agencies, automobile dealerships, and steel processors among others.

Jason also has a strong background performing financial analysis and providing expert testimony for litigation support services including business valuations of closely-held companies, premarital and separate property asset tracing, computing economic damages and individual income analysis. Contact Jason at jbogniard@applegrowth.com.

Practice Specialization
• Business Valuation
• Litigation Consulting
• ESOP Valuation, Feasibility & Advisory Services

Education & Designations
• Bachelor of Business Administration, Finance (Summa Cum Laude) - Ohio University
• Master of Business Administration - Case Western Reserve University Weatherhead School of Management
• Accredited Valuation Analyst
 
Professional
• National Association of Certified Valuation Analysts
• Ohio Society of Certified Public Accountants
• Estate Planning Council of Cleveland
• Candidate Member - American Society of Appraisers