Megha Jain, CFA, ABV

Senior Manager, Wipfli Advisory LLC

Megha Jain is a Senior Manager with 10+ 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