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Richard L. Lies, III

Partner, CFA, ASA, MBA


Working primarily with middle-market privately owned businesses, I specialize in the valuation of closely held equity securities, partnership interests, and intangible assets, such as technology, intellectual property, trade names, customer relationships, and noncompetition agreements.

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After I graduated as an undergrad from Northwestern University, I postponed real life and enjoyed living as a ski bum in Aspen for a season.

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 6, 2017 2 min read
Portfolio acquisitions: Valuing intangibles
Richard L. Lies, III
Article February 3, 2016 9 min read
Industrial real estate data and trends for Q4 2018
Adam Burgess Plante Moran Cresa
Article Q4 2018 10 min read