|
CAREER EXPERIENCE Over thirty years in financial management, and business valuations: Eight years’ experience with Ernst & Young, a “Big 4” accounting firm Twelve years of financial management experience with three publicly held companies: Eaton Corporation; Blount and Ameron (Vice president Controller & Chief Accounting Officer) Two years’ experience as Senior Vice President of a middle market investment banking firm
Founder and
President of Valuation Professionals, Perform professional business valuations of middle market companies for estate planning, employee stock ownership plans (ESOPs), mergers, acquisition, divestitures and litigation support PROFESSIONAL CREDENTIALS
*Certified Public Accountant,
|
| AICPA | American Institute of Certified Public Accountants, Inc. |
| ASA | American Society of Appraisers |
| CalCPA | California Society of CPAs |
| NACVA | National Association of Certified Valuation Analysts |
| NCEO | National Center for Employee Ownership |
AICPA 2004 "Fraud and Litigation Services Conference"
CSCPA 2004 "Litigation Services Conference"
CSCPA 2004 "Estate Planning for Business Owners and Individuals"
CSCPA 2004 “Estate Planning After the 2001 Tax Act for Business Owners and Individuals”
CSCPA 2003 “LLC’s, Partnerships and S Corporations – Update and Review”
CSCPA 2003 “Annual Professional Conference”
NACVA 2003 “Current Update in Business Valuations”
NCEO 2003 “Employee Ownership & Employee Involvement,” Entrepreneurial Edge Conference
CSCPA 2003 “Advanced Business Litigation Institute”
NACVA 2002 Annual Business Valuation Conference
CSCPA 2002 “Litigation Services – Business Valuation Section”
CSCPA 2001 “Federal Estate Tax-Hot Issues
NACVA 2001 Regional Valuation Symposium-“Divorce Valuations”
NACVA 2000 “Current Issues in Gift and Estate Tax Valuation”
NACVA 2000 Annual Business Valuation Conference
CSCPA 1999 Succession Planning for the Closely Held Business
AICPA 1998 Advanced Litigation Support Conference
CSCPA 1998 Tax Strategies for the Closely Held Business
AICPA 1997 Annual Business Valuation Conference
CSCPA 1997 Business Valuation Roundtable with Shannon Pratt
NACVA 1996 Business Valuation Conference
AICPA 1995 Annual Business Valuation Conference
NACVA 1995 Symposium
Illinois Society of CPA’s 1994 Annual Business Valuations Conference
NACVA 1994 “Hot and Timely Issues in Business Valuations”
ASA 1993 Business Valuation 201
ASA 1993 Business Valuation 202
NACVA 1992 “Business Valuations: Fundamentals and Techniques for Small Businesses”
ASA 1992 “Discount Rates, Capitalization Rates and Alphas”
CSCPA 1992 “Examining Valuation Discounts”
ASA 1992 “Business Valuation Round Table”
ASA 1992 “Value: Can You Prove It?”
OTHER
Published in Piedmont Triad Business Journal, Orange County Business Journal, Orange County Register and the Arizona Republic
Speaker to:
California Society of CPAs
California State Bar Association
California State University-Fullerton- Graduate School of Management
Cambridge Institute-Salt Lake City, UT
Grant Taggart Symposium-Marriott School of Management-Brigham Young University
Institute of Management Accountants-Greensboro, NC Chapter
Los Angeles Venture Association
NACVA 1995 Symposium
National Network of Estate Planning Attorney’s-Atlanta Collegium
North Carolina Association of CPAs
Winston Salem Chamber of Commerce-Small Business Forum
Ohio Society of CPAs- Advanced Tax Symposium
Oklahoma Society of CPA's
South Orange County Estate Planning Council
Spectrum Resources
Tennessee Society of CPAs-Chattanooga, TN-CPE Session
Utah State Bar Association
Winston Salem Chamber of Commerce-Small Business Forum
Zions First National Bank-Corporate Lending Education Seminar-Salt Lake City, UT
Author of:
"Effective Direct and Cross Examination of the Valuation Professional," an eight-hour CLE course presented by NACVA
"Preparing Your Client's Attorney for Direct and Cross Examination of the Business Valuation Expert in Deposition and Trial," CPA Litigation Service Counselor, Harcourt Brace, San Diego, CA, December 1998
"Common Errors in Business Valuation Reports Revisited," CPA Litigation Service Counselor, Harcourt Brace, San Diego, CA, June 1999
"Rules of Thumb," CPA Litigation Service Counselor, Harcourt Brace, San Diego, CA, December 1999
"Marital Dissolution Valuations," CPA Litigation Service Counselor, Harcourt Brace, San Diego, CA, June 2000
"The Role of the Valuation Consultant in Fairness Opinions," National Litigation Consultants Review, Litigation Consultants, LLC, Orlando, FL, April 2002
ROBERT W. MCWHIRTER, CFA
CAREER EXPERIENCE
Over 10 years of general business and financial analysis experience:
Five years of experience successfully valuing private and public enterprises.
Two years of experience managing approximately $100 million with one of the largest asset managers in the nation.
Perform professional business valuations of middle market companies for estate planning, mergers, acquisitions, divestitures and litigation support
PROFESSIONAL CREDENTIALS
Chartered Financial Analyst (CFA)
– 2000
California Real Estate License -1993
PROFESSIONAL MEMBERSHIPS
Member of the Association for Investment Management and Research (AIMR) and the Los Angeles Society of Financial Analysts (LASFA)
EDUCATION
California State University
Fullerton; Fullerton, California (June 1992)
Bachelor of Arts Degree: Business Finance