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About Leo DeLisi
PROFESSIONAL Mr. DeLisi has been involved in the business appraisal field since 1984 when he first joined the Institute of Business Appraisers. Since that time, he has been awarded the Institute's highest professional designation of MCBA (Master Certified Business Appraiser) and has been appointed to its seven-member Ethics & Discipline Committee overseeing the activities of members throughout the U.S. and Canada. Mr. DeLisi has also been appointed to IBA's Qualifications Review Committee responsible for report review/critique of applicants seeking the CBA designation. Mr. DeLisi was appointed to the IBA's Academy of Business Appraisal faculty as a national instructor of business valuation courses. He has taught courses 1001 and 1002 (fundamental level courses), 1003 and 1004 (advanced level courses) and 8001A, Mastering Appraisal Skills for Valuing the Closely Held Business (a 30-hour comprehensive course), for the Institute. Mr. DeLisi was also a featured speaker at the Institute's 2000 National Conference in Phoenix, AZ, the 2002 Conference in Washington, D.C., and IBA's 2004 conference in Las Vegas, NV. As a member of the American Society of Appraisers, Mr. DeLisi has also been awarded the ASA (Accredited Senior Appraiser - Business Valuation) designation making him one of an elite handful of business valuation professionals in the U. S. to achieve both the MCBA and ASA designations. Mr. DeLisi is an accredited sponsor as approved by the Rhode Island Bar Association to instruct Mandatory Continuing Legal Education classes for attorneys and has been a speaker for the Rhode Island and Florida Societies of Certified Public Accountants for Continuing Education credits, as well as for the Rhode Island Bar Association and other groups. Mr. DeLisi has also been awarded a Fellowship from the American College of Forensic Examiners. He is President of DeLisi & Ghee, Inc., a full-service business valuation firm with offices in Rhode Island and Florida. Prior to forming DeLisi & Ghee, Inc., he was a partner with the national valuation practice of Trugman Valuation Associates Inc. EXPERT WITNESS Mr. DeLisi has been accepted as an expert witness and has testified in such venues as Family Court, U.S. Bankruptcy Court, Superior Court, IRS Administrative Appeals, and at municipal Boards of Assessment Review. His litigation experience includes divorce, bankruptcy, estate and gift tax, business damages and shareholder disputes. EDUCATION
APPRAISAL EDUCATION
Accredited Senior Appraiser - Business Valuation, ASA Designation awarded by the American Society of Appraisers Master Certified Business Appraiser, MCBA Designation awarded by the Institute of Business Appraisers to those CBAs with ten or more years of experience meeting the additional requirements of the Qualifications Review Committee and Board of Directors Fellow, American College of Forensic Examiners, "FACFE" Designation in Business Valuations of Closely Held Companies awarded by the American College of Forensic Examiners Instructor/Faculty - Academy of Business Appraisal Member - Ethics & Discipline Committee, Institute of Business Appraisers Member - Qualifications Review Committee, Institute of Business Appraisers Speaker: The Right Data for the Job, 2000 National Conference, The Institute of Business Appraisers, Inc., Phoenix, AZ Accredited Sponsor with the Rhode Island Mandatory Continuing Legal Education Commission Engaged in the Business Appraisal Field since 1984 MEMBERSHIPS Institute of Business Appraisers (Member since 1984) MCBA Designation American Society of Appraisers, ASA Designation American College of Forensic Examiners FACFE Designation, FELLOW Member: Institute of Business Appraisers-Ethics and Discipline Committee INSTRUCTOR / LECTURER Regular instructor for numerous organizations, including: The Institute of Business Appraisers, The Rhode Island Estate Planning Council, Rhode Island Society of Certified Public Accountants, Rhode Island Bar Association, N.E. Study Group, Northeastern University, Phoenix Home Life, Connecticut Mutual Life/Lighthouse Financial Group, Providence College, Education Initiatives, Inc., New England Estate Planning Council, University of Rhode Island, SBANE-CEO Roundtable, Atlantic Chapter-Florida Society of Certified Public Accountants. PERSONAL Mr. DeLisi is an avid mountain biker. His hobbies include cycling, boating and music. He is married with two children. Return to top >> |
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copyright 2006
DeLisi & Ghee, Inc. |
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