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Tracey Eaves, valuation advisory services, and husband Bill.
Doing what’s right for the client When she’s not enjoying the great outdoors, Tracey Eaves is finding share value for firms that are either preparing to be acquired or are planning an internal transition.
By RICHARD MASSEY Managing Editor
W hether it’s out on an elk hunt or snugged up in her cabin in the Rocky Mountains, that’s where Tracey Eaves, valuation services advisor at Zweig Group, loves to be. But she’s not always in her hiking boots. She spends plenty of time plying her trade finding share value for firms that are either preparing to be acquired, or are planning an internal transition. With 20 years in the field, she knows what firms need to do at that critical moment in their history. SEVEN QUESTIONS WITH TRACEY EAVES. The Zweig Letter: In your role at Zweig Group, how do you Elevate the Industry? Tracey Eaves: I am helping to Elevate the Industry by extending the longevity of firms, either through ownership transition internally, or an exit through an acquisition. A majority of the valuation work I do is either for internal
share transactions or an acquisition. The determination of the value of shares facilitates transactions that bring in the next level of leadership internally or it allows a firm to grow and become stronger through acquisition. “We oftentimes get calls from firm owners who are in their early to late 60s and ready to transition. Unfortunately, in some cases, it can’t happen because there isn’t enough time to let the process play out.” TZL: You have been affiliated with Zweig Group for 10 years. Since 2012, you have worked as a remote advisor. What’s the key to staying engaged with a company when you are only in the home office once a year?
THE ZWEIG LETTER Janu
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