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Richard L. Lies, III

Principal, CFA, ASA


Rich is experienced in the valuation of closely held equity securities, partnership interests, and intangible assets, including technology, intellectual property, trade names, customer relationships, and non-competition agreements.

His experience has encompassed valuation projects for U.S. and international tax compliance, estate and gift planning, general business planning, financial reporting compliance, general business planning, merger and acquisition consultation and litigation support purposes.  Rich has a B.S. degree in electrical engineering from Northwestern University, and an M.B.A. in finance from the University of Iowa.

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Additional Thoughts

How tax reform may affect the value of your company: It’s complicated
Richard L. Lies, III
Article March 19, 2018 5 min read
Good news: Testing for goodwill impairment just got simpler
Richard L. Lies, III
Article April 06, 2017 2 min read
Portfolio acquisitions: Valuing intangibles
Richard L. Lies, III
Article February 03, 2016 9 min read