Jason Zeman

Jason Zeman

BDO Consulting Director

CFA

BDO Boston

617-239-7010

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Executive Summary

Jason Zeman is a Director in the Boston office of BDO Consulting, supporting the Valuation & Business Analytics practice with over 15 years of broad financial advisory and consulting experience spanning business valuation, asset management, commercial insurance, and banking. Jason specializes in performing valuations related to financial reporting, tax planning and compliance, mergers and acquisitions, employee stock ownership plans, and litigation and dispute advisory matters.  He has in-depth experience in valuing business enterprises, equity securities, including common and preferred stock, derivatives, intellectual property and other intangible assets, and debt securities. 

Jason has performed independent valuations for a variety of clients, ranging from early stage life science and technology companies to large multinational financial institutions. He has extensive experience serving clients in the biotechnology, medical device, electrical equipment, and internet/software sectors.  His transaction-related expertise includes valuation of acquisition targets, fairness opinions, accretion/dilution estimation, analyses of synergies, and assessing financing alternatives.  He also has extensive experience in financial reporting, as well as gift & estate planning, issuances of equity securities to employees (e.g. IRC 409A), legal entity carve-outs, tax restructurings, intellectual property transfers, and C-Corp to S-Corp conversions.

Prior to joining BDO’s Valuation & Business Analytics practice, Mr. Zeman was a Director in McGladrey LLP’s Business Valuation Group where he focused on servicing private equity groups, venture-backed development stage companies, and middle market private and public clients.

Professional Affiliations

CFA Institute
Boston Security Analysts Society (BSAS)
American Society of Appraisers (ASA)

Education

M.B.A., F.W. Graduate School of Business at Babson College
B.A., University of Connecticut