Alex Ivy, CPA, ABV, CFA®, ASA, is a Shareholder in LBMC’s Client Accounting Services division and is based in Memphis. With advanced credentials in business valuation and a strong background in finance and accounting, Alex advises clients on valuation, succession planning, forensic analysis, and complex financial matters.
He works closely with business owners navigating liquidity events, buy-sell agreements, acquisition due diligence, and divorce-related financial controversies. Known for delivering objective, data-driven insights, Alex is often called upon to provide expert testimony in legal and financial disputes.
Professional/Civic Affiliations
- CFA, Chartered Financial Analyst, Member of the CFA Institute
- ASA, Accredited Senior Appraiser in the business valuation discipline, Member of the American Society of Appraisers
- ABV, Accredited in Business Valuation by the American Institute of Certified Public Accountants
- Member, Tennessee Society of Certified Public Accountants
- Former Member of the Board of Directors and Council Delegate, Memphis Chapter of TSCPA
- Former Chairman, Mid-South Society of the Financial Planning Association
Education
- M.B.A. in finance from Owen Graduate School of Management, Vanderbilt University
- B.A. in business administration and accounting from Rhodes College