Craig T. Hickey, CFA
Mr. Hickey is a Director of GBQ Capital Advisors. Mr. Hickey’s practice is diverse, with specialties in financial reporting valuation and assisting business owners with ownership transition planning and execution, including ESOP advisory and estate planning.
Valuation Advisory Experience
Mr. Hickey has 15+ years of experience, which include more than 1,500 valuation engagements involving businesses and business interests of privately held and publicly traded companies nationwide and internationally.
Mr. Hickey’s primary areas of expertise include financial reporting, including purchase price allocations (ASC 805), goodwill impairment testing (ASC 350 and 360), and stock-based compensation (ASC 718). Mr. Hickey’s experience also includes ESOP advisory, mergers and acquisitions, shareholder transactions, ownership transition planning, estate and gift taxation, fairness opinions, going-private transactions, bankruptcies and reorganizations, buy-sell agreements, restricted stock opinions, pre-IPO planning, shareholder disputes, and other tax, litigation, and corporate-related matters.
Mr. Hickey is a frequent author and speaker on topics related to valuation, ESOPs, buy-sell agreements, transactions, and other related issues. He has delivered presentations or lectured at various conferences, universities, and in-house seminars.
His experience includes consulting engagements with entities in numerous industries, including industrial manufacturing, wholesale/distribution, fabrication, retail, construction, computer software, engineering/architecture, professional services, technology, airline, pharmaceutical, and holding company/estate planning vehicles.
Financial Reporting Valuation Experience
Mr. Hickey has been involved in over 500 financial reporting valuation engagements. He has worked with companies of varying sizes, ranging from small family offices and companies to large public companies and private equity firms nationwide. Mr. Hickey specializes in the valuation of intangible assets and other complex securities.
Before joining GBQ, Mr. Hickey was a Senior Financial Analyst at Stout Risius Ross, Inc. and Barnes Wendling Valuation Services, specializing in valuation for financial reporting and transaction advisory.
- The Ohio State University – B.S., Business Administration Finance
- CFA – Chartered Financial Analyst
- American Society of Appraisers
Associations and Memberships
- CFA Institute
- CFA Society of Columbus
- Association for Corporate Growth
- The ESOP Association