Greg Reagan, CPA/CFF/ABV, CFE, CVA

Evaluator
DISC Type : Dcs

Managing Member at Reagan FVL, LLC

Charlotte, North Carolina, United States

Overview

Greg Reagan is a highly credentialed forensic accountant, business valuator, and expert witness at Reagan FVL, LLC. A graduate of the University of Alabama at Birmingham, he holds multiple advanced certifications, including CPA, CFF, and ABV. Peers describe him as a professional with utmost integrity, skill, and honesty, dedicated to serving his clients interests well.

Outside of his financial expertise, Greg is committed to his community, having served as a board member for the Childrens Dance Foundation. He also participates in a Vistage peer advisory group, demonstrating a focus on collaborative executive-level problem-solving and continuous professional growth.

He was recognized by Forbes in 2025 as one of the top CPA business valuators in the United States.

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Business Valuation
A core specialty supported by multiple certifications (ABV, CVA) and national recognition from Forbes as a top valuator.
Forensic Accounting
His primary passion for over 27 years, focusing on fraud investigations, economic damages analyses, and complex financial disputes.
Professional Ethics
He has presented at national conferences on ethics for valuators and avoiding conflicts of interest when serving as an expert witness.

Media Appearances

This Week's Program – Greg Reagan, Managing Member, Reagan FVL, LLC. Featured in Charlotte Rotary

See Now

Work History

5-2015
Managing Member at Reagan FVL, LLC
3-2000 - 5-2015
President & Forensic Accountant at Reagan Accounting & Consulting Group, P.C.
1-1998 - 3-2000
Forensic Accountant & Managing Shareholder at Reagan, Tidwell, Mason & Thomas, P.C.
10-1993 - 12-1997
Forensic Accountant & Shareholder at LaRocca & Co., P.C.
6-1989 - 10-1993
Forensic Accountant & Shareholder at Williams, Taylor & Acton, P.C.

Education

1980 - 1982
B.S. (Honors) from University of Alabama at Birmingham
1979 - 1979
Business from Troy University Dothan

More Information

Social Presence :

Prographics :

Exp : N/A Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Managing Member at Reagan FVL, LLC
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Greg

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Greg take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Greg

Personality Compatibility


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