About Ed Wandtke, CVA
Founding principal of Wandtke & Associates, a business valuation firm in Westerville, Ohio, serving clients since 1975.
For nearly five decades, Wandtke & Associates has served businesses, legal counsel, and financial advisors who need valuations they can rely on.
Founded in Westerville, Ohio in 1975, the firm built its reputation in the valuations that matter most: closely held businesses, IP-intensive companies, and the intangible assets that rarely appear on a balance sheet but drive the majority of enterprise value. We have remained an independent, specialized practice by choice, allowing us to maintain the highest standards of objectivity and rigor in every engagement.
Our Leadership
Ed Wandtke, CVA
Managing Principal
Ed Wandtke is the founding principal of Wandtke & Associates and has led business and intangible asset valuation engagements for nearly five decades. He holds the Certified Valuation Analyst (CVA) credential from NACVA and has served as a practitioner-instructor for NACVA's Business Valuation Certification Training curriculum. His work spans closely held businesses, service companies, and intellectual property-intensive enterprises across a wide range of transaction, tax, and litigation contexts.
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Education
Rochester Institute of Technology
Master of Business Administration
University of Rochester, Simon School of Business
Bachelor of Science, Focus: Accounting
Professional Designations
Educator
Presents seminars across the United States and Canada on business topics including budgeting, succession planning, strategic planning, acquiring and selling a business, marketing professional services, and launching new service lines.
Selected Speaking Engagements
"Intangible Asset Valuation Issues"
National Convention of NACVA, ASA
"Valuation Issue Update"
Ohio CPA and Tennessee CVA Association
"Factors to Consider When Valuing Intangible Assets"
Florida Association of CVAs
"Section 141 and 142 Valuation Issues"
Florida Association of CVAs
Speaking History
Business Value and Price
Growth-Drive Summit
Mills House Hotel, Charleston, SC · September 23, 2024
Panelist alongside investment banker Bob Goldsmith and strategist Carl J. Cox of 40Strategies. Focused on the distinction between business value and M&A transaction price, and how to design a client business to earn a top price at exit.
Business Valuations for Attorneys
Ohio State Bar Association
Columbus, OH · 2023
Covered the three primary approaches to business valuation — asset, income, and market — with a focused discussion on the adverse impact a critical key person can have on business value. Afternoon session at a two-day program for attorneys; recognized by attendees as the best speaker of the program.
NACVA / CTI Business Valuation Certification Training
NACVA / Consultants' Training Institute (CTI)
Multiple U.S. cities (recurring) · Ongoing — confirmed active as of 2019
Practitioner-led instruction for CPAs and financial professionals pursuing the Certified Valuation Analyst (CVA) credential, covering the full BVTC curriculum on valuing private business enterprises.
Valuing Service Companies
NACVA / Consultants' Training Institute (CTI)
Salt Lake City, UT · 2014
Covered professional business practices and valuation methodology across service industry sectors including lawn care, landscape service and design-build, pest control, carpet cleaning, and building maintenance.
Understanding Business Value for CPAs
Florida CPA Society
Florida (statewide) · 2003
One-hour presentation for CPAs across all practice types covering the spectrum of value measures — range of value, book value, estimated value, and appraised value — and their practical application.
Valuing Pest Control and Service Businesses
National Pest Control Association Annual Conference
Texas · Late 1990s
Presented a valuation framework specific to the pest control industry, addressing how to value a business based on the mix of repetitive contracted services, one-time services, and seasonal or periodic service revenue.
Course Development & Instruction
Developed and instructed the following courses for NACVA:
- ›Valuation of Intangible Assets, Service Companies, and Transition Planning
- ›Market Approach to Valuation: Discounts and Premiums
- ›Antitrust and Intellectual Property Workshop: Valuation, Economics & the Law
- ›Valuation of Service Businesses
Organizations & Committees
American Institute of Certified Public Accountants
National Association of Certified Valuation Analysts (NACVA)
Exit Planning Institute
Growth-Drive, Advisor
Westerville Sunrise Rotary