Melisa Silverman

Melisa Silverman is President of Avenue M® AdvisorsInc., a national and international, boutique financial valuation, exit planning and consulting services firm.  Ms. Silverman is also the Managing Partner of The Founders Group, a national company focused on providing business transition services for family owned and closely held companies.

With more than twenty years of industry, valuation and consulting experience, Ms. Silverman is a dedicated and impartial valuator and consultant who analyzes the numbers, uncovers the truth behind the numbers and tells the financial results of the business so that business owners can decide whether to grow their business or exit from the business.

Avenue M Advisors adopts and self-imposes the highest professional standards of the certifying organizations. Ms. Silverman has a JD degree. She is a member of the Exit Planning Institute (EPI) and she holds the professional designation of Certified Exit Planning Advisor (CEPA).  Ms. Silverman is a member of the National Association of Certified Valuators and Analysts (NACVA) and she holds the professional designation of Certified Valuation Analyst (CVA).  NACVA’S CVA® designation is the only valuation credential accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™).  She is also a member of the International Society of Business Analysts (holding the professional designation of Senior Business Analyst (SBA)); and the National Equipment & Business Brokers Institute (holding the designation Certified Machinery & Equipment Appraiser (CMEA)).

Ms. Silverman has prepared hundreds of complex business valuations on companies in every industry.  She works with startup, growth and mature, well-established privately held companies. The valuations vary from investment purposes, such as sale of a business, partner buyout; to tax related purposes, such as a company structure conversion, potential capital gains tax, estate and gift tax compliance, IRC §409A compliance, purchase price allocations; to litigation support purposes, such as a shareholder dispute, bankruptcy, lost profits determination or intellectual properties.

The detailed reports include both the financial analysis and legal basis for the conclusions of value, and comply with the following industry standards and/or regulatory requirements:  

  • USPAP and NACVA  
  • IRS  
  • SEC  
  • ERISA and DOL

The Founders Group provides business transition services for closely held companies using a holistic and collaborative process that interferes the least in the business, yields business results increasing cash flow, profits and business value and frees up time for the business owner.

Previously, Ms. Silverman worked for and consulted with large and medium companies such as Sonare Technologies, a division of Herman Miller, Peregrine Systems and 3E Company. 

Ms. Silverman's experience includes:
  • Performing valuations for investment purposes, such as partner buyouts, ESOP compliance, IP valuations to tax related purposes, such as a company structure conversion, potential capital gains tax, estate and gift tax compliance, IRC §409A compliance, purchase price allocations; to litigation support purposes, such as a divorce or shareholder disputes.
  • Working with companies in the preparation of their business for sale, performing due diligence, performing financial and operational assessments, strategic and business planning, developing cash flow projections, feasibility studies, assessments, creating business development strategies, analysis of potential acquisitions, assisting clients with financing needs and much more.
  • Negotiating with strategic partners and assisting them with sales, marketing, training and operations to sell the Company's products and services.  Focus on vertical markets including retail, utilities, transportation, healthcare and manufacturing.
  • Involvement in multiple acquisitions and participated in the due diligence, negotiations, acquisition announcements and integration plans and implementation of the acquired companies.

Ms. Silverman has a BA degree from Indiana University and a JD Degree from Nova Southeastern Shepard Broad Law Center.

Ms. Silverman is a 2018 Nominee for Exit Planner of the Year Award from the Exit Planning Institute and she was a 2017 Nominee for Leader of the Year Award from the Exit Planning Institute.