Meet Dori Morrison, CFP®, CVA
Your Business. Your Value. Your Trusted Guide.
Straightforward Valuation, Backed by Experience
I'm Dori Morrison, a Certified Valuation Analyst (CVA) and CERTIFIED FINANCIAL PLANNER™ professional with 15+ years in finance and valuation, including experience as a former COO of a mid-sized manufacturing company.
My role is simple: to give you a valuation that's accurate, defensible, and useful. No jargon. No layers of staff. Just clear answers and direct guidance.
Why Work With Me
I understand firsthand what business transitions feel like. Having navigated sales and near‑sales within my own family, I appreciate both the financial stakes and emotional stress you may be facing.
Holding both CVA and CFP® credentials, I bring deep expertise in finance and operational leadership. I adhere to NACVA's General and Ethical Standards—delivering every valuation with objectivity, professional competence, and due professional care.
From start to finish, your valuation is prepared, reviewed, and signed by me—no outsourcing, no ambiguity. You receive clear responsibility and accountability.
I leverage advanced AI tools for efficiency, but every conclusion rests on professional judgment and NACVA-compliant methodology—not blind automation.
What You'll Get
Fast turnaround without sacrificing quality
Clear, readable reports you don't need a finance degree to understand
Data-backed insights with practical takeaways
Confidence that your valuation will hold up—whether for a sale, a partner buyout, or legal needs
Who I Work With
Business owners, CPAs, attorneys, wealth managers, and bankers who need valuations they can trust.
My Approach
Valuation isn't about padding binders—it's about clarity. My process is built to give you a number you can rely on, along with the context you need to make decisions.