Independent valuation and advisory services SM
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Leadership
Judy Carr Moody, ASA
Principal
P: 630-858-6509
jmoody@forestviewag.com
For more than twenty years, Judy has performed business appraisals of closely held businesses for gift tax, estate tax, annual ESOP updates, dissenting shareholder suits, acquisitions, business damages cases, and marital dissolution cases. She also prepares valuations of private partnerships, intangible assets, and personal holding companies.
Prior to opening her own firm in 1997, Judy was Senior Consultant in Litigation Services at Peed, Koross, Finkelstein & Crain (“PKFC”) in Fort Lauderdale, Florida from 1995 to 1997. At PKFC, she was responsible for valuing closely held interests in businesses and partnerships for litigation, estate planning, mergers, and business damages. During her employment with PKFC, she participated in specialized course work in partnership and corporate valuation, taxation, and estate planning.
Prior to PKFC, Judy worked for over seven years at The Northern Trust Company [NYSE:NTRS] in both Chicago, Illinois and Miami, Florida. She was a Financial Analyst / Trust Officer in Family Business in Chicago and Personal Trust Relationship Manager in Miami, Florida. Her responsibilities included monitoring and managing closely held assets / business interests held in fiduciary accounts. Among other responsibilities, she determined the appropriate action to take regarding acquiring or selling these business interests.
Credentials and Memberships
  • B.S. in Finance from DePaul University
  • Accredited Senior Appraiser (ASA), American Society of Appraisers
  • Vice President - Chicago Chapter of the American Society of Appraisers
  • Former Secretary, Treasurer, and Business Valuation Chairperson - Chicago Chapter of the American Society of Appraisers
  • Business Valuation Association of Chicago
  • DuPage County Estate Planning Council