OUR Team
NAINESH SHAH, CFA, CVA
Partner
Nainesh Shah, Co-founder and Director of Valuation at Complete Advisors, has over 25 years of experience in business valuation. Before starting Complete Advisors in 2019, he was recognized for his portfolio management skills and innovative financial strategies. A contributor to Trust and Estate Magazine and CPA Journal, Nainesh’s work on valuation models for tech giants has been widely acclaimed. He holds an MBA from Dalhousie University, is a Chartered Financial Analyst, and a Certified Valuation Analyst, underscoring his expertise in finance.
Nainesh is married and has two children.
Evan Levine
Partner
Evan Levine is Founding Partner and Head of Valuation Engagements at Complete Advisors. Before founding Complete Advisors, Evan was an advisor to business owners for 30 years. Evan has lectured frequently on exit planning, retirement, and estate planning. His articles have appeared in the CPA Journal, the National Public Account, Leimberg Informational Services, and Advisor Today.
Evan is married and has two children.
Maggie Marshall-Hagan
Valuation Coordinator
As the valuation coordinator, Maggie is responsible for managing the execution of client valuations. Her role encompasses several key functions, including onboarding new clients, handling client communications, collecting necessary data, and preparing and delivering valuation reports. Maggie’s coordination skills and attention to detail ensures a high-quality valuation product for our clients.
Hope Robbins
Billing & Administrative Coordinator
Hope plays a vital role at Complete Advisors by expertly managing accounts payable and client invoices. Her dedication to timely billing and clear communication ensures our valuation engagements run efficiently. Hope’s reliability and attention to detail make her an indispensable member of our team, consistently contributing to the smooth operation of our firm.