Patrice Radogna

Profile

As the Co-Leader of our National Employee Stock Ownership Plan (ESOP) Practice, Patrice specializes in advising middle-market companies on ESOP sale transactions, fairness opinions and other advisory services. Patrice serves as a trusted advisor to a diverse range of middle-market companies nationwide delivering strategic consultation. Patrice has been instrumental in completing numerous transactions for selling shareholders each year, providing valuation, ESOP feasibility and deal structure advice as well as being the leading advisor on consummating ESOP transactions. In addition, under her leadership, CBIZ provides annual valuation updates to ESOP Trustees with existing ESOP clients. Her prior career experience also includes providing fiduciary services for ESOP companies, including assisting in buy transactions from existing shareholders.

Prior to her current role, Patrice spent 20 years building a diversified valuation practice in one of the leading independent national valuation firms in the U.S., with a focus in the areas of ESOP (buy-side and sell-side valuation services), gift and estate, M&A and shareholder consulting services. Prior to appraising privately-held businesses, Patrice spent three years as a financial underwriter for a surety company, working with contractors in New York City.

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New Hampshire Society of Certified Public Accountants (NHSCPA)
• American Society of Appraisers (ASA)
• National Association of Certified Valuators and Analysts (NACVA)
• The ESOP Association
• National Center for Employee Ownership
• Appalachia Service Project