Principal



Charlie Burak, CPA, CVA, ABV, CFF, CFE


• California Certified Public Accountant since 2008.

• California Society of Certified Public Accountants (CalCPA) member since 2004

• Member of the AICPA since 2008, the national professional organization of Certified Public Accountants.


Accredited in Business Valuation (ABV)

The AICPA’s ABV designation is awarded to CPAs who provide evidence of substantial experience in business valuation, and who have passed a written exam covering the business valuation common body of knowledge. CPAs with the ABV designation must re-certify every three years, demonstrating continued involvement in the business valuation discipline and completing professional education requirements.

Certified in Financial Forensics (CFF):

The AICPA’s CFF designation combines specialized forensic accounting expertise with the core knowledge and skills that make CPAs among the most trusted business advisers. It encompasses fundamental and specialized forensic accounting skills that CPA practitioners apply in a variety of service areas. To qualify, a CPA must be an AICPA member in good standing, have at least five years of experience in practicing accounting, and meet minimum requirements in relevant business experience and continuing professional education.

National Association of Certified Valuation Analysts (NACVA) since 2007

NACVA supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Certified Valuation Analyst (CVA)

Certified Valuation Analysts (CVA) performs valuations of business enterprises. The CVA designation is limited to CPA’s who have met the educational and testing requirements of the Association. CVA’s must meet continuing education requirements and peer quality reviews to maintain the designation.


• Bachelor of Science in Business with dual options in Management Information Systems and Professional Accounting – California State University at Chico, 2004