Dan Lavelle, CPA, CVA

Dan Lavelle is a Partner at Sorren Inc. and Shareholder with Sorren CPAs, P.C. Based in the Raleigh office, he provides accounting, audit, and advisory solutions to closely held businesses, nonprofit organizations, and startups. Dan also works with clients in various industries, including technology, healthcare, restaurants, and manufacturing. In addition to client work, Dan has held leadership positions in the firm and spent time recruiting top talent for the growing team. Before joining the firm, he spent six years with a Big Four accounting firm and four years in corporate accounting and financial reporting.

Outside the office, Dan enjoys time with his wife and kids, golfing, playing fantasy football, and visiting Disney parks.

Education:

• Bachelor of Business Administration in Public Accounting, Pace University

Professional Designations / Civic Associations:

• Certified Public Accountant, North Carolina
• Certified Public Accountant, New York
• Certified Valuation Analyst (CVA)
• American Institute of Certified Public Accountants (AICPA)
• North Carolina Association of Certified Public Accountants (NCACPA)
• National Association of Certified Valuators and Analysts (NACVA)
• Board Member, NC CPA Foundation
• Saint Raphael’s School Advisory Committee
• Treasurer, Oak & Ember Foundation