Cary Potter
Managing Partner at Deal Valuation, LLC | Orange County, California, United States
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Cary Potter, as the Managing Partner at Deal Valuation, LLC, brings over two decades of expertise in asset valuation, financial reporting, and due diligence to the forefront of the financial services industry. Since founding Deal Valuation in 2016, Cary has successfully integrated a team of passionate professionals with cutting-edge technology to deliver comprehensive valuation services for equity, debt, assets, and complex securities. His deep understanding of the intricacies involved in financial modeling and accounting allows him to provide invaluable insights to a diverse clientele, including startups seeking Series A funding, multinational corporations pursuing acquisitions, and private equity firms requiring audit-level support for their global holdings.
Cary's role extends beyond traditional valuation; he serves as an independent adviser and a strategic partner for business development teams, ensuring that clients receive tailored solutions that align with their unique financial objectives. His commitment to fostering innovation is evident in the creation of an "idea wall" that encourages collaboration and creativity among team members, while also maintaining a robust system of record for recurring valuations. This holistic approach not only enhances the accuracy of financial reporting but also empowers clients to make informed investment decisions.
With a skill set that encompasses insurance, investments, and management, Cary Potter is dedicated to demystifying complex securities and liabilities for his clients. His passion for financial education and transparency drives him to continuously refine his methodologies, ensuring that Deal Valuation remains at the cutting edge of the industry. As a thought leader in the valuation space, Cary is poised to navigate the evolving landscape of finance, helping clients unlock the true value of their assets and achieve sustainable growth.
Managing Partner at Deal Valuation, LLC in October 2016 to Present
Managing Director at Oracle Capital, LLC in October 2013 to September 2016
Managing Director at KPMG US in January 2006 to January 2013
Director at American Appraisal Associates in January 2003 to January 2006
Vice President at FMV Opinions, Inc. in January 1994 to January 2003
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Insurance
Valuation
Film
Finance
Engineering
Mergers & Acquisitions
Business Development
Due Diligence
Financial Analysis
Social Media
Financial Modeling
Business Valuation
Investments
Strategic Planning
Accounting
Due diligence
Corporate Finance
Management
Private Equity
Financial Reporting
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Discover more about Deal Valuation, LLCWhat is Cary Potter email address?
Email Cary Potter at [email protected]. This email is the most updated Cary Potter email found in 2026.
How to contact Cary Potter?
To contact Cary Potter send an email to [email protected].
What company does Cary Potter work for?
Cary Potter works for Deal Valuation, LLC
What is Cary Potter's role at Deal Valuation, LLC?
Cary Potter is Managing Partner
What is Cary Potter's Phone Number?
Cary Potter's phone (213) ***-*253
What industry does Cary Potter work in?
Cary Potter works in the Financial Services industry.
Cary Potter Email Addresses
Cary Potter Phone Numbers
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