Rachel E. Fisch, CPA/ABV, MRICS

Rachel Fisch is a certified business valuation expert specializing in helping small business owners plan and execute successful transitions. With over 20 years of experience in accounting, valuation, and forensic analysis, she provides clear, defensible valuations that support succession planning, ownership transfers, and third-party sales.

She works closely with business owners, their families, and their advisors to simplify complex financial decisions and create a path forward that protects value and minimizes risk.

Helping clients

• Transition ownership to employees or family members

• Prepare for a third-party sale

• Understand the true value of their business

• Navigate tax and financial implications of succession

• Resolve disputes or uncertainties around ownership value

Credentials & Certifications

• Certified Public Accountant (CPA) – Florida

• Accredited in Business Valuation (ABV) – AICPA

• Member, Royal Institution of Chartered Surveyors (MRICS)

• Financial Neutral – Collaborative Dispute Resolution

Experience Snapshot

• Completed 100+ complex valuation engagements involving real estate and intangible assets

• Extensive experience in succession planning, estate planning, and ownership transitions

• Expert witness in multiple Florida counties

• Background in forensic accounting, litigation support, and dispute resolution

• Trusted by attorneys, financial advisors, and business owners

A More Complete View of Business Value

Rachel specializes in identifying and valuing intangible assets—the often-overlooked drivers of business value such as goodwill, customer relationships, and operational advantages.

She developed a structured methodology for separating and quantifying real estate, tangible assets, and intangible value—providing clients with a more accurate and defensible understanding of what their business is truly worth.

Professional Affiliations

• AICPA

• FICPA

• NACVA

• RICS

• Tampa Bay Women CPAs (Board Member)

• CREW Network

Thought Leadership & Speaking

Rachel is a recognized speaker and contributor on business valuation and financial topics, including:

• Florida CPA Today (2025)

• Florida Bar Real Property & Trust Law Section (2024)

• FICPA Mega Conference (2023)

• Multiple professional and legal organizations

Whether you're considering selling your business, transitioning to family or employees, or simply want to understand your options—start with a clear valuation.