Daniel Pavlovic, CFA

Daniel joined Trout CPA in 2025 with fifteen years of financial services experience, including over ten years performing valuations at a leading boutique valuation firm, a Big 4 accounting firm, and as a director at a national accounting firm. He has experience with mergers & acquisitions and valuation of business enterprises, intellectual property and intangible assets, closely held securities, and complex financial instruments in businesses ranging from early-stage enterprises to middle-market and large public companies for financial reporting purposes, as well as for gift & estate and 409a valuations for tax reporting purposes.

He graduated magna cum laude from Temple University with a Bachelor of Business Administration degree in Finance and Economics in 2013, and earned the Chartered Financial Analyst (CFA) designation in 2017.