Megha Jain, CFA, ABV

Manager, Wipfli Advisory LLC

Megha Jain is a manager with over eight years of experience in providing valuation and investment banking services. She provides valuation services for estate planning, gifting, mergers and acquisitions, financial reporting, management planning, succession planning and a variety of other purposes. Megha has supported clients across the industrial, automotive, retail and pharmaceuticals industries.

  • Business valuation
  • Financial reporting (ASC 820, ASC 350)
  • Legal entity valuation
  • Purchase price allocation

  • Chartered Financial Analyst (CFA)
  • Accredited in Business Valuation (ABV)

  • American Institute of Certified Public Accountants (AICPA) – Member
  • CFA Institute – Member
  • CFA Society India – Member

  • Post Graduate Diploma in Management, International Management Institute, New Delhi
  • Bachelor’s in engineering, M.B.M. Engineering College, Jodhpur