Atticus Frank, CFA, ABV

Regional Director, HBK Valuation Group
Atticus Frank
Sarasota, FL
Tel: 941-909-7194
afrank@hbkvg.com

Atticus Frank, CFA, ABV, works from HBK’s Sarasota office as Regional Director of the firm’s Florida Valuation Group, which includes offices in Fort Myers, Naples, Stuart, and Boca Raton. He joined the firm in 2024. Previously he was a Vice President at Mercer Capital, where he was involved in hundreds of valuation engagements.

Atticus’ valuation focus includes gift and estate tax, transaction advisory, and dispute and litigation support. His extensive business valuation experience includes financial education, valuation, and other strategic financial consulting to multi-generation family businesses. His responsibilities include developing new business relationships and referral sources in the Florida market.

Atticus is frequently called upon to speak on business valuation topics for webinars and industry events. His community involvement is extensive.

Education
  • Chartered Financial Analyst (CFA Institute); Accredited in Business Valuation (AICPA)
  • Sewanee: The University of the South, Sewanee, TN B.A., in Economics and Political Science
Associations
  • State College of Florida Foundation, Board of Directors, Treasurer
  • Sarasota County School Board, Financial Advisory Committee
  • Charlotte Community Foundation, Finance and Audit Committee
  • Florida Institute of Certified Public Accountants, Valuation, Forensic Accounting, and Litigation Services Committee
  • Venice Estate Planning Council, Chair
  • Southwest Florida Estate Planning Council
  • CFA Institute and CFA Society of Tampa Bay
  • ACG Tampa Bay
  • Exit Planning Institute, Sarasota Chapter
  • Leadership Venice, Class of 2021
Featured Articles by
Atticus Frank
What the One Big Beautiful Bill Act Means for Your Business Value And Your Future
What the One Big Beautiful Bill Act Means for Your Business Value And Your Future
Valuation
You’ve spent years building your business. Every decision, every investment, every late night has been […]
Welcome to the Machine: AI or (Human) Appraiser for Your Business Valuation?
Welcome to the Machine: AI or (Human) Appraiser for Your Business Valuation?
Valuation
“To err is human—but to really foul things up you need a computer.” – Unknown […]
“For What It’s Worth”: What is my Business Worth?
“For What It’s Worth”: What is my Business Worth?
Valuation
Private business owners are truly unique. They and their families have spent their lives, perhaps […]
Read More