Managing Principal

Daniel Jordan is the Managing Principal of New York Business Valuation Group, Inc.  He is an expert in valuing closely-held businesses, ESOPs, fractional interest discounts, intangible assets, and professional practices incl. calculations of enhanced earnings capacity relating to professional licenses and degrees.  He provides business valuation services full time since 2000. 

Prior to NYBVG, he has been working for Abrams Valuation Group, Inc. and other prestigious valuation firms such as Marcum LLP.   He has published articles on valuation-related matters (see below), lectured seminars, and provided expert testimony in court.

In addition to his CPA, Mr. Jordan has achieved multiple professional accreditations.  He is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers and a Certified Business Appraiser (CBA) of the Institute of Business Appraisers.  He earned his MBA Degree in Finance and Accounting from the Heinrich-Heine-University of Düsseldorf, which is one of the top schools in Germany. 

He has provided valuation/financial consulting services to clients representing a variety of organizations, from small entrepreneurs and family limited partnerships to firms with revenues of up to $246 million, including the following: 

• Estate, Income & Gift Tax Reporting
• ESOP
• Mergers & Acquisitions and Sales
• Venture Capital Funding
• Private Placements
• Shareholder Buy/Sell Agreements
• Debt Instruments (Notes, Viatical Settlement)
• Intangible Assets (Patents, Economic Damages, Non-compete)
• Purchase Price Allocation (SFAS 141)
• Financial Reporting
• Litigation Settlement

Industries that he has worked on include private equity, casinos, insurance, computer software, textile, auto repair, line tester technology, food manufacturer and broker, asset management, electronics manufacturers, furniture manufacturing, embroidery & printing, retail pharmacy, internet start-up, restaurants, art collection, internet mortgage leads, internet automobile and home improvement leads, manufacture of custom scientific equipment, manufacture of custom scientific equipment, swim wear, accounting practice, commodities, construction, various distributors of different lines of business, jewelry, etc.

Books/Articles

Please click on the links below to read the following articles, authored by Daniel Jordan, ASA, CBA, MBA, CPA.

• Assisted with the writing of How to Value Your Business and Increase Its Potential,  Jay Abrams, McGraw-Hill, 2005. 
• “Superiority of Regression Analysis over Ratio Analysis” by Daniel Jordan, Business Appraisal Practice, Fall 2007.
• “Valuing Intangibles in a Business Combination” by Daniel Jordan, April 2009.
• “Is There More Than One Value to a Business?” by Daniel Jordan, Feb 2008.
• “Common Problems in Business Appraisal Reports” by Daniel Jordan, March 2007.

 Lecture Summary

• “Business Valuation: Discounts and Premiums”, American Association of Attorney-Certified Public Accountants, Uncasville, CT, May 2010.
• “A Fresh Look at BV Theory”, New York Association of Business Brokers, Tarrytown, NY, April 2009.
• “Understanding Business Appraisals”, New York Legal Assistance Group, Inc., New York, NY, December 2008.
• New York Sate Society of CPA’s, Business Valuation Committee (Manhattan):  Lectured about how to use regression analysis in valuation, October 2007.
• New York Regional Solicitors’ Office of the U. S. Department of Labor’s Pension and Welfare Benefits Administration:  Lectured on the subject of “Valuation of Limited Partnership Interests”, January 2006.

Books/Articles Quoting Daniel Jordan

• Practical Planner, Martin M. Shenkman, CPA, MBA, PFS, JD, Volume 5, Issue 5, May 2010

Member – Professional Organizations

• The Institute of Business Appraisers, Inc. (IBA)
• The American Society of Appraisers (ASA)
• National Business Valuation Group, LLC
• Estate Planning Council of NYC
• Estate Planning Council of Rockland County
• The ESOP Association

Further Qualifications

• Business fluency in English, German and Spanish; verbal and written.
• Conversational fluency in French and Hebrew.
• Religious Studies at the Rabbinical College of America, Morristown, NJ