Business Valuation Expert 501877 CA(S)

Expertise Description

I 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

Consulting Experience

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. 

Professional Experiences

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. 


BSAccounting and EconomicsSouthampton University

Licenses Certifications

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