Expertise DescriptionI have more than 20 years experience in the field of Financial Valuation with expertise in national, international, private, and publicly held companies. I have knowledge of professional business valuations of middle market companies for estate planning, employee stock ownership plans (ESOP's), mergers, acquisitions, divestitures, and litigation support purposes. I have prior expert witness experience with consultation and deposition.
Areas of Expertise
My consulting experience includes managing external financial reporting including support documentation for filings; research of accounting pronouncements and their impact, and accounting standards and it's impact on client; organize debt and early state/mezzanine equity financing for international companies in Europe and Middle East; develop tax efficient structures utilizing OFC (offshore financial centers) for European institutions; and developed effective budgets and financial models to allow in depth scenario and sensitivity analysis.
My professional experience includes President of a Valuations company, with prior experience as Assistant Treasurer and Director of Financial Reporting, Consultant, Chief Financial Officer, and Director of Finance.
|BS||Accounting and Economics||Southampton University|
|Certified Public Accountant (CPA)|
|Chartered Financial Analyst (CFA)|
|Certified Valuation Analyst (CV A)|
|Financial Risk Manager (FRM)|
|Certified Management Accountant (CMA)|
Awards & Affiliation
Partial List of Consulting Expert Witness Cases