The Valuation Professionals Team

The key members of Valuation Professionals staff have extensive experience in the valuation of closely held companies and are published widely in their fields of expertise. Our president lectures before industry, academic and legal audiences and provides expert testimony in legal proceedings.

Our staff is committed to quality and the ability to communicate effectively with all relevant parties, including board of directors, company management and staff, regulatory authorities, corporate buyers and sellers, or in a courtroom setting. We dedicate our time to understand your needs and expectations and take pride in surpassing them.

Valuation Professionals utilizes the latest financial theories and models to ensure a correct and supportable valuation conclusion. Our professionals are well grounded in advanced financial theory and maintain their knowledge through continuing education.

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 affiliate of Chase Manhattan Bank

Founder and President of Valuation Professionals,
1989-Present

Perform professional business valuations of middle market companies for estate and gift tax planning, employee stock ownership plans (ESOPs), mergers and acquisitions, divestitures and litigation support services

PROFESSIONAL CREDENTIALS

*Certified Public Accountant (CPA)
Ohio 1968 (Certificate #04-2-05524)

Certified Valuation Analyst (CVA), 1993

Accredited in Business Valuation (ABV), 2007

PROFESSIONAL MEMBERSHIPS

American Institute of Certified Public Accountants Management Services Section

California Society of Certified Public Accountants
Litigation Services Section-Business Valuation

National Association of Certified Valuation Analysts
Conference Committee

Orange Coast Estate Planning Council

National Center for Employee Ownership

EDUCATION

Bowling Green University
Bachelor of Science in Business Administration-Accounting, 1965

VALUATION EDUCATION

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

MERCER 2006 Understanding, Using & Defending the QMDM

NACVA 2005 Topics in Business Valuations and Litigation

PESLP 2005 Ethics and Professional Conduct for N.C. CPAS

AICPA/ASA 2005 National Business Valuation Conference

CSCPA 2005 Hot Topics for Practitioners - A Lawyer's View

CSCPA 2004 Business Valuation Overview

CSCPA 2004 Business Valuation and Succession Planning

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 CPAs 1994 Annual Business Valuations Conference

NACVA 1994 Hot and Timely Issues in Business Valuations

ASA 1993 Business Valuation 201, 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 the Arizona Republic, Orange County Business Journal, Piedmont Triad Business Journal and Orange County Register

Speaker to:

California Society of CPAs

California State Bar Association

California State University-Fullerton, Graduate School of Management

Cambridge Institute

Brigham Young University-Grant Taggart Symposium, Marriott School of Management

Institute of Management Accountants-Greensboro, NC Chapter

Los Angeles Venture Association

NACVA

National Network of Estate Planning Attorneys

North Carolina Association of CPAs

Ohio Society of CPAs

Oklahoma Society of CPAs

South Orange County Estate Planning Council

Spectrum Resources

Tennessee Society of CPAs

Utah State Bar Association

Winston Salem Chamber of Commerce

Zions First National Bank

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

"Common Errors in Business Valuation Reports Revisited," CPA Litigation Service Counselor, Harcourt Brace, San Diego, CA

"Rules of Thumb," CPA Litigation Service Counselor, Harcourt Brace, San Diego, CA

"Marital Dissolution Valuations," CPA Litigation Service Counselor, Harcourt Brace, San Diego, CA

"The Role of the Valuation Consultant in Fairness Opinions," National Litigation Consultants Review, Litigation Consultants, LLC, Orlando, FL