Mike Costello: Accomplished Financial Advisor and Business Valuation Expert

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    Mike Costello is a seasoned expert with extensive experience in providing valuable financial advisory services to companies. Over his illustrious career, he has excelled in business valuation, mergers and acquisitions, debt financing, equity capital, and litigation support, showcasing his proficiency in financial damage calculations. Mike is recognized for his wealth of courtroom experience, making him a trusted authority in his field.

    Currently serving as the Managing Member at Costello Capital Management, LLC, Mike continues to focus on sell-side advisory services, leveraging his strategic insights to assist businesses in the sale of a business and providing exit planning guidance. His dedication to maximizing shareholder wealth is evident through his meticulous game plans aimed at realizing the full potential of small businesses.

    Mike’s impressive career includes an 7.5-year tenure at Elliott Davis, where he held the position of Shareholder and served as the Litigation Services, Fraud, and Forensic Services Practice Leader. In this role, he played a pivotal role in complex financial litigation matters, offering expert testimony and presenting financial evidence with unmatched proficiency.

    In addition to his corporate roles, Mike is a respected educator, having served as an Adjunct faculty member at the University of Tennessee at Chattanooga’s College of Business. Here, he taught courses in Forensic Accounting and Fraud Examination, as well as Advanced Auditing, imparting his vast knowledge to the next generation of financial professionals.

    Furthermore, Mike was the co-founder, co-owner, and Registered Representative at Corporate Finance LLC, where he assisted business owners in planning their ultimate exit strategies. His expertise in business valuation and exit planning played a crucial role in helping clients realize maximum shareholder wealth while minimizing taxes resulting from sale transactions.

    Mike Costello’s academic background includes a Master of Accountancy from the University of Tennessee at Chattanooga College of Business where he focused on corporate finance and conducted independent studies on business valuation. He also holds a Bachelor of Science degree in Accounting and Finance from the same institution.

    A passionate advocate for professional development, Mike was a mentor for the AICPA’s ABV Mentor program and a member of the AICPA ABV Exam Review Task Force, actively contributing to the growth of aspiring business valuation professionals. He was also a member of NACVA/IBA CTI Conference Planning Committee, where he assisted in reviewing and selecting presentations for the annual Consultants’ Training Institute Conference. In addition, Mike has been a member and former Chair of the Southeastern Forensic and Valuation Services Conference, where he played an instrumental role in planning and implementing conferences for the Tennessee Society of CPAs.

    With his exceptional expertise, unwavering commitment to maximizing value, and dedication to mentorship and education, Mike Costello continues to be a prominent figure in the world of financial advisory and business valuation.

    • Character: Mike Costello is a principled and experienced financial professional known for his integrity and courtroom expertise in business valuation and financial litigation.
    • Knowledge: With a background in accounting, finance, and a Master’s in Accountancy, Mike possesses extensive knowledge in business valuation, tax, auditing, and corporate finance, making him a trusted authority in his field.
    • Strategic: He has a strategic mindset, evidenced by his role in helping businesses plan their ultimate exit strategies, optimize shareholder wealth, and providing valuable guidance in mergers and acquisitions.
    • Communication: Mike excels in communication, demonstrated by his courtroom experience, mentorship activities, and speaking engagements in conferences, where he effectively conveys complex financial concepts to diverse audiences.


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    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.