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Chao (Phyllis) Liu

Phyllis is a member of the Business Valuation Services Group.

Professional Experience

  • Provides opinions of value for various types of business entities. 

  • Performs valuations of partnerships, family limited partnerships, closely-held corporations and various forms of income streams.

  • Responsible for valuing closing held businesses for estate and gift tax compliance, ESOP purposes and investment decisions.

Background

  • • Licensed CPA in the state of Connecticut

    • Master of Accounting, University of Michigan-Ann Arbor

    • Master of Management in Accounting, Fudan University, Shanghai

    • Bachelor of Engineering in Engineering Economics, University of Shanghai JiaoTong

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