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Michele Avery, CPA/ABV, MBA, CVA, MAFF

DIRECTOR, FORENSIC AND VALUATION SERVICES

ABOUT MICHELE

Michele’s experience includes extensive business valuation, quality of earnings analysis, financial due diligence, financial modeling, and forensic accounting across numerous industries and for closely held businesses. She provides business valuations for transactions, estate and gift matters, marital dissolution proceedings, disputes amongst business ownership, and business owner exit planning.

In addition, Michele serves as an expert in litigation concerning these areas as well as in lost profits analysis, shareholder disputes, and insurance claims. She has been qualified as an expert in valuation, economic damages, lost profits analysis, and accounting in Louisiana and Mississippi courts of law. She has provided numerous articles and presentations within her areas of experience.

TRANSACTION ADVISORY SERVICES

Michele is the co-leader of LaPorte’s Transaction Advisory Services group. Michele works with buyers and sellers to determine deal pricing and structure. This includes advanced analysis of business value, quality of earnings, net cash flows and returns on investment. 

Bachelor of Arts in History, University of Wisconsin-Superior
Master of Business Administration, Louisiana State University

Certified Public Accountant/ Accredited in Business Valuation
Certified Valuation Analyst
Master Analyst in Financial Forensics

American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants
Association of Corporate Growth – Louisiana Chapter
Business Valuation and Litigation Services
Committee of Louisiana CPA Society
National Association of Certified Valuation Analysts
Northshore Chapter of the Louisiana CPA Society, President 2007-2008, 2019-2020
Northshore Estate and Financial Planning Society
Turnaround Management Association – Louisiana Chapter

Forum 35 Barton Leadership Fellow 2004
Greater New Orleans Inc.:

  • Board of Directors 2009-2014
  • Public Policy Committee 2009-2021
  • Tax Competitiveness Chairman 2009-2011
  • Tax Policy Committee 2009-2011

Louisiana Public Affairs Research Council, Board of Directors 2007-2010
Louisiana State University MBA Alumni Association, President 2007
Northshore Young Professionals (Northshore Rising Professionals), Chairman 2009
St. Tammany Library Foundation, Treasurer 2012-2019
St. Tammany West Chamber of Commerce, Chairman 2010

2010 North Shore’s Finest Under Forty
New Orleans CityBusiness, Women of the Year, honoree 2013

Courses Michele has presented for the National Business Institute (NBI) include:

  • “Earnouts, Contributions, Salaries, Distributions, Price and Payments.” presented at Negotiating Indemnification, Reps, Warranties and More in Business Contracts seminar, December, 2019
  • “Case Studies in Business Valuation.” November 19, 2019
  • “Creating a Business Succession Plan.” presented at Business Law: Start to Finish seminar, July 2019
  • “Financial Due Diligence: CPA Insight.” November 28, 2018
  • “Business Value: Trends, Industry Perspectives and Basics,” October 19, 2018
  • “Buying & Selling a Business: -Lessons from a Business Valuation Appraiser.” October 20, 2017
  • “Business Valuation: What an Attorney Needs to Know.” November 15, 2017
  • “Understanding True Value of Business.” December 8, 2016
  • “Forensic Accounting: Key Concepts in Lost Profits and Economic Damages Calculations.” Nichols State University: Bayou Region Business Institute, October 25, 2016
  • “Business Succession Planning, Valuation and Prepping for Sale.” September 14, 2016
  • “Attorney’s Guide to Financials and Business Valuations.” May 2013
  • “Valuation Process in Estate Matters.” July 2011

Additional presentations include:
“Key Concepts of Business Value,” St. Charles Bar Association, November 15, 2017
“The Value of Your Business,” Thibodaux Chamber of Commerce, August 24, 2017
“Business Valuation What You Need to Know,” LHA, October 7, 2016
“Business Valuation – Key Concepts- Louisiana Accounting & Auditing Conference,” LCPA, October 5, 2016
“Business Valuation – Key Concepts- Louisiana Accounting & Auditing Conference,” New Orleans Bar Association, August 18, 2016
“Intro to Business Valuation,” Covington Bar Association, April 2013
“Business Valuation 101”

  • Construction Financial Management Association, October 2011
  • Tulane University 10th Annual Wealth Management Seminar, May 2011
  • Institute of Intensive Internal Audit, April 2011
  • University of New Orleans CPE Series, August 2009
  • North Shore Estate and Financial Planning Council, July 2009
  • American Society of Women Accountants, January 2005

“Business Valuation in the Healthcare Industry,” Louisiana Hospital Association, September 2011
“8th Annual Family Wealth Management Seminar,” Tulane University, Business Valuation Expert on Wealth Management Panel, May 2009
“businessKillers—Avoiding the 6 Biggest Mistakes that can Destroy You and your Business”

  • Seminar series presented by Southeastern Louisiana University, St. Tammany West Chamber of Commerce, Hammond Chamber of Commerce, and Tangipahoa Homebuilder’s Association, Summer 2009
  • Seminar series presented by Southeastern Louisiana University, St. Tammany West Chamber of Commerce, Hammond Chamber of Commerce, and Tangipahoa Homebuilder’s Association, Spring 2007
  • Seminar series presented by Southeastern Louisiana University, St. Tammany West Chamber of Commerce, Hammond Chamber of Commerce, and Tangipahoa Homebuilder’s Association, Fall 2006
  • Seminar series presented by Southeastern Louisiana University, St. Tammany West Chamber of Commerce, Hammond Chamber of Commerce, and Tangipahoa Homebuilder’s Association, Summer 2006

“The AICPA Consulting Standards,” New Orleans Chapter of the LCPA, April 2004

“Employee Stock Ownership Plans: Increasing Scrutiny of Valuations,” Lagniappe, October 2014
“Business Valuation, Divorce & Goodwill – A Louisiana Perspective,” Lagniappe, October 2013
“Professional Standards Applicable to Forensic and Valuation Services,” Lagniappe, July 2012
“Do Business Brokers, CPA/ABVs, Venture Capitalists Speak the Same Language?,” Lagniappe, March 2012
“Business Valuation – To Discount or Not to Discount,” Lagniappe, March 2010
“Business Valuation Basics,” Louisiana Medical Journal, March 2009
“Business Valuation Standards – One Year Later,” Lagniappe, February 2009
“The Evolution of the Business Valuation Analyst,” Lagniappe, February 2007

AREAS OF CONCENTRATION

Transaction Advisory Services

504.838.4834
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