October Luncheon - Business Valuations Update with Atticus Frank
Atticus is a Regional Director of the HBK’s Florida Valuation Group, which includes offices in Fort Myers, Naples, Sarasota, Stuart, and Boca Raton.
Atticus’s valuation focus includes gift and estate tax, transaction advisory, and dispute and litigation support. Atticus has provided valuation services for internal and succession planning; gift and estate tax planning and compliance; buy/sell agreements; mergers and acquisitions; litigation support; and financial reporting purposes.
Prior to joining HBK, Atticus was a Vice President at Mercer Capital Management, Inc. where he was involved in hundreds of valuation engagements. Atticus also spent time at D-R Media and Investments, a media business based in Venice Florida where he led a division of the company and served as CFO.
Atticus is a member of the Venice Area and Southwest Florida Estate Planning Councils, the CFA Society of Tampa Bay, the Venice and Sarasota Chambers of Commerce, ACG Tampa Bay, and the FICPA.
Atticus serves on the State College of Florida Foundation Board of Directors, on the Charlotte Community Foundation’s Finance and Audit Committee, and on the FICPA’s Valuation, Forensic Accounting, and Litigation Services Committee. He was also appointed to the Sarasota County School Board Financial Advisory Committee.
Atticus resides in Venice with his wife, three kids, and two dogs.
