Alex Ivy, CPA, ABV, CFA®, ASA, CExP®

Shareholder, Client Accounting Services

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Education
  • M.B.A. in finance from Owen Graduate School of Management, Vanderbilt University
  • B.A. in business administration and accounting from Rhodes College

Practice Areas

  • Business and individual tax accounting
  • Business valuation
  • Exit planning, succession and liquidity planning
  • Buy-sell agreements
  • Acquisition due diligence
  • Forensic studies, divorce and business controversies
  • Expert testimony

Professional/Civic Affiliations

  • CFA®, Chartered Financial Analyst®, Member of the CFA Institute
  • ASA, Accredited Senior Appraiser in the business valuation discipline, Member of the American Society of Appraisers
  • ABV, Accredited in Business Valuation by the American Institute of Certified Public Accountants
  • CExP®, Certified Exit Planner®, Member of the Business Enterprise Institute
  • Member, Tennessee Society of Certified Public Accountants
  • Former Member of the Board of Directors and Council Delegate, Memphis Chapter of TSCPA
  • Former Chairman, Mid-South Society of the Financial Planning Association