About Swift and Wise
Founded in 2016, Swift and Wise is a family-based business valuation firm dedicated to helping small business owners across the United States understand and plan around the true value of their companies.
We take pride in being a specialized, independent firm — not a high-volume operation. Our focus is on quality over quantity, delivering every business appraisal report with the same care and attention we would give to our own family’s business. Since our inception, we have completed more than 2,000 valuations, each prepared with precision, integrity, and a clear understanding of the client’s goals.
Our Focus
We specialize in small business valuations, providing certified and defensible valuation reports for a wide range of purposes, including buy-sell transactions and partner buyouts, estate and gift tax planning, business sales and acquisitions, SBA loan and investor requirements, and internal planning matters such as shareholder disputes, ESOP transactions, and profit-sharing arrangements.
Our Values
Transparency and trust are at the core of everything we do.
We believe business owners deserve clear, upfront pricing with no hidden costs — and reports that are comprehensive yet easy to understand. Every engagement is handled directly by an accredited analyst who stays in communication with you from start to finish.
Our Commitment
We limit the number of active projects we accept to ensure every client receives our full attention. This allows us to maintain high standards of accuracy, timeliness, and personal service — the kind of relationship that’s often missing in larger firms.
Our Experience
Swift and Wise has valued companies across a wide range of industries, including—but not limited to—restaurants, retail, professional services, construction, healthcare, manufacturing, and many other sectors. Our valuations are prepared by NACVA-certified valuation professionals and in accordance with recognized professional standards. Our certified valuation reports are routinely accepted by the IRS, courts, lenders, and investors.
At Swift and Wise, we combine family values, professional integrity, and technical expertise to deliver business valuations you can rely on—every time. If you’re looking for a valuation partner who approaches your business with care, objectivity, and experience, we’d be happy to help.
Get in touch today to discuss your valuation needs.
Vlad Jovanovic, CVA Founder & Managing Director
- Certified Business Valuation Analyst
- Expert Witness
- Business Growth Consultant
Vlad Jovanovic is the founder and principal of Swift and Wise, LLC, a firm dedicated exclusively to certified business valuations. A Certified Valuation Analyst (CVA) with over 15 years of professional experience in business valuation, financial analysis, banking, mergers and acquisitions, and consulting, Vlad has built a reputation for delivering precise, defensible, and insightful valuation reports across a wide range of industries and ownership structures.
With a background in economics and corporate finance, Vlad combines academic rigor with extensive practical experience. He has prepared and reviewed more than a thousand business valuations for purposes including tax compliance, litigation, buy-sell transactions, financial reporting, and strategic planning, and has been qualified as an expert witness in multiple U.S. jurisdictions.
Prior to founding Swift and Wise in 2016, Vlad held senior roles within the banking industry and financial institutions in the Boston area, where he developed a deep understanding of financial reporting, capital markets, and credit risk assessment. This experience provides a strong analytical foundation that continues to shape his valuation practice today.
At Swift and Wise, Vlad remains directly involved in every engagement, and he has personally completed the majority of the firm’s valuations since its founding. While the team assists with data gathering, financial analysis, and research, each report is reviewed and signed by Vlad to ensure accuracy, consistency, and adherence to the highest professional standards. This structure allows the firm to maintain the depth, quality, and accountability of a boutique practice while delivering timely, defensible valuations tailored to each client’s specific needs.