HomeTeam MemberBob Mayo

Bob Mayo

Bob Mayo

Bob Mayo

CPA/ABV, CFF
Transaction Advisory Manager

Bob joined Boulay in 2023 and has over 25 years of valuation and financial advisory experience. He assists business owners, management teams, and investors on business valuation issues for financial reporting, management planning, and tax compliance purposes. Bob has performed and reviewed hundreds of valuations in a wide range of industries including significant experience with venture-backed technology companies. He specializes in the valuations of business enterprises, capital stock, complex securities, debt securities, derivatives, and intangible assets. Prior to joining Boulay, Bob worked in the valuation and financial advisory groups of national and regional accounting and consulting firms.

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants

EDUCATION

  • The Wharton School, University of Pennsylvania—MBA Finance
  • University of St. Thomas—B.S. Business Finance
  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV®)—AICPA
  • Certified in Financial Forensics (CFF)—AICPA

PERSONAL INTERESTS

  • Sailing
  • Kayaking
  • Hiking
  • Enjoying local music events
  • Spending time with his family and dog, Bear

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RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.