Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Egan_Fran
Radnor

170 North Radnor-Chester Road
Radnor, PA 19087

Tel: 610.565.3930
Email: fegan@wipfli.com

Services

Consulting

Areas of Focus

  • Valuation
  • Management planning/succession planning
  • Health care industry
  • Valuation
  • Financial planning and projections
  • Litigation support
  • Forensics/Tracing/Determination of Income

Industries

Healthcare

Education

Pennsylvania State University
  • Bachelor of science degree in finance

Francis P. Egan, CFA, ASA

Senior Manager

Fran Egan is a senior manager in Wipfli valuation, litigation, and transaction services practice. He is a seasoned professional, with more than 15 years of finance experience, over 10 years of which was specifically devoted to valuation services. Fran provides valuation services for a variety of purposes including: estate planning and gifting, mergers and acquisitions, financial reporting, management planning, succession planning, buy/sell agreements, litigation support, marital dissolution, and a variety of other purposes. He also has performed valuations for the health care industry, including both transactional valuations and fair market value studies for physician compensation arrangements. Fran has presented on a variety of topics to various organizations, including the American Institute of Certified Public Accountants (AICPA) and the Delaware County Bar Association. He has been qualified as an expert witness and has provided expert testimony in Delaware County, Pennsylvania. Fran holds the Chartered Financial Analyst (CFA) designation and is an Accredited Senior Appraiser (ASA) under the American Society of Appraisers.

Certifications
  • Chartered Financial Analyst
  • Accredited Senior Appraiser (ASA)
  • Qualified as an Expert Witness
Professional Memberships and Activities
  • Chartered Financial Institute (CFA) - Member
  • CFA Society Philadelphia - Member
  • American Society of Appraisers (ASA)
  • Malvern Retreat House – Board of Directors and Finance Committee