
Mr. Sean O'Reilly CBIZ MHM, LLC
401 Plymouth Road, Suite 200 Plymouth Meeting, PA 19462
(610) 862-2728
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www.cbiz.com | Sean O’Reilly is a Senior Manager providing valuation services in the Plymouth Meeting, PA office of CBIZ MHM, LLC.
Expertise
Mr. O’Reilly provides valuation services for a number of purposes, including:
• Litigation support, such as marital dissolution, shareholder dispute, and damages/lost earnings.
• Tax compliance and consulting, such as equity valuations to satisfy the requirements of Internal Revenue Code Section 409A, equity valuations of privately-held business interests for gift- and estate-planning purposes, and valuation discount studies for investment partnerships for gift- and estate-planning purposes.
• Financial reporting, such as SFAS 123(R) stock option valuations, SFAS 141 purchase price allocations, SFAS 142 goodwill impairment testing, and SFAS 144 valuations for the impairment of long-lived assets.
• Valuation of financial instruments, such as preferred stock, debt instruments, options, and warrants.
Experience
• Prior to joining CBIZ in June 2008, Mr. O’Reilly spent three-plus years with a national tax services firm where he was a Director in the Valuation Services group. Prior to that, Sean spent two-plus years with a local financial advisory firm following five years in the Valuation practice with the Philadelphia office of Arthur Andersen LLP.
• In over eleven years of providing valuation services, Mr. O’Reilly has gained a wide array of industry experience, including: asset management/investment advisory, automobile dealerships, industrial gases, lending, licensing, logistics, managed health care, manufacturing, marketing, professional practices, records management/warehousing, software/technology, trucking, and wholesale distributors.
Background
Education
• B.A. – Economics, University of Virginia, 1997
• Currently enrolled in M.B.A. program, Villanova University
Professional Licenses and Memberships
• Completed all four of the required American Society of Appraisers (ASA) courses to obtain the Business Valuation designation
Organizations
• Friends of The Please Touch Museum
• Devon Preparatory School, Alumni Association – Executive Committee
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