Daniel Basch

Vice President - Valuation Services

Economic Consulting

Daniel Basch is Vice President of Valuation Services, leading complex, litigation-driven business valuations. With more than 15 years of experience across valuation, financial advisory, and banking, he serves as an expert in shareholder and partner disputes, marital dissolution, SBA business valuations, and transaction due diligence. He prepares expert reports and rebuttals, consults with counsel on litigation strategy, and provides expert testimony when required.

Nationally, Daniel serves on the AICPA ABV Credential Committee and has been recognized with the NYSSCPA Emerging Leader Award. His background includes founding and leading a boutique valuation firm in Upstate New York, directing the advisory services division as a partner of a regional CPA practice, and serving as CFO of a fintech SaaS company, following leadership roles in commercial banking with local and regional institutions. He remains active in the AICPA, NYSSCPA, FICPA, and NACVA, and has held board roles with several nonprofit organizations.

Daniel's Expertise

Business Valuation (litigation and transaction advisory)

Forensic Analysis

Shareholder Disputes & Marital Dissolution

Business Valuation Review

Exit Planning & Succession Advisory

Financial Modeling and Capital Structure Analysis

Education

MBA, Accounting & Corporate Valuation, St. John Fisher University

B.B.A. Finance, SUNY Canton

Professional Certifications

CPA – Licensed in New York and Florida

Accredited in Business Valuation (ABV – AICPA)

Certified Valuation Analyst (CVA – NACVA)

Work Experience

Vice President, Valuation Services – Aperture, LLC (2025–Present)

Managing Partner – Strong Tower Valuations, LLC (2021–2025)

Partner, Director of Advisory Services – Roberts Accounting, CPAs, P.C. (2020–2025)

Chief Financial Officer – TaxExact, Inc. (2020–2023)

Commercial Relationship Manager – ESL Federal Credit Union (2015–2020)

Small Business Relationship Manager – First Niagara Bank (2013–2015)

Retail Banking Management Roles – Citizens Bank (2009–2013)

Memberships

American Institute of Certified Public Accountants (AICPA)

National Association of Certified Valuation Analysts (NACVA)

New York State Society of CPAs (NYSSCPA)

Florida Institute of CPAs (FICPA)

Board Member, Guardians of Hope

Past Board Chair, Rochester Childfirst Network

Corporate Board Member, TaxExact, Inc.

Capabilities

Expert business valuation reports, rebuttals, and testimony

Litigation strategy support and collaboration with legal teams

Advanced business valuation review and analysis

Succession and exit planning advisory

Advanced financial modeling (DCF, capitalization of earnings, transaction support)