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.

Certifications/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

Community /Leadership

• State College of Florida Foundation, Board of Directors, Asset Management Committee
• 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

Professional Memberships