Andrew Duncan, CFA

J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

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Mr. Duncan has experience in valuation, economic damages, transactions, and litigation. Mr. Duncan has performed valuations of various types of business entities and interests, including: private family-owned businesses, private multiple-investor businesses, publicly traded companies, preferred and common stock, secured and unsecured notes, derivative interests, general and limited partnership interests, limited liability company membership interests, limited company interests, S corporation interests, professional practices, and joint ventures. Prior to joining J.S. Held, he served as a senior associate in the valuation and litigation services practice at Willamette Management Associates.

Mr. Duncan is a Director with J.S. Held in the Alpharetta office where he deploys his experience with various types of valuation and economic analyses, business and stock valuations, litigation disputes, damages analyses, Internal Revenue Service disputes, and gift and estate tax valuations.

Key Expertise

  • Business Valuation
  • Commercial Litigation
  • Economic Damages
  • Taxation Planning & Compliance (Including Income, Gift, & Estate)
  • ESOP Transactions
  • Non-Profit Entity Transactions
  • Intellectual Property Transactions & Disputes
  • Marital Dissolution

Professional Affiliations/Memberships/Licenses/Training

  • CFA® Charterholder – CFA Institute