Expertise Description
I have over 25 years of experience in the field of Financial Economics and Valuation. My extensive experience includes forensic accounting, goodwill valuation, valuation of businesses and business assets, economic damages – loss of profits/income, lost profits and earnings analyses, and financial and economic analysis; I have managed projects to determine economic damages including loss of earnings and loss of profits and to estimate values of business enterprises, intangible assets and real estate development opportunities; I have worked on cases involving business disputes, partnership disputes, personal injury, business interruption, product failure, professional malpractice, securities fraud, eminent domain, damages from fraud, claims and loss damages, dissolutions of marriage, eminent domain and bankruptcy. I have more than 15 years expert witness experience with consultations, deposition, and courtroom testimony.Areas of Expertise
Expert Witness
My expert witness experience includes: Breach of contract damages; Loss of Goodwill in eminent domain; Damages in infringement of intellectual property; Personal injury damages; Business value in ownership disputes; Product Liability Damages.
Consulting Experience
My consulting services include: Estate and gift tax business valuation; Business valuation for owner / partner transactions; Valuation of Shares for Employee Stock Ownership Trust.
Relevant Experiences
I am an independent consultant providing services in financial economics, valuation of business interests and intangible assets, financial instruments, other sources of cash flow, and litigation support. I have over thirty years of professional experience, and have testified at deposition and trial in numerous cases before the California Superior Court and the U.S. District Court. My work has included valuations for use in Federal Estate and Gift tax and matters relating to loss of profits, loss of earnings, and other economic damages. I also provide advisory services regarding business transactions, dissolutions, and investment decisions. I have a background in restaurants and lost profits. I have some experience with dental practices and dental supplies.
I have experience with both loss of business goodwill claim and loss of leasehold interest value.
Education
| Degree | Subject | Institution | |||
|---|---|---|---|---|---|
| M.B.A. | Finance and Accounting | University of California | Los Angeles | ||
| M.S. | Mechanical Engineering | Purdue University | |||
| B.S. | Mechanical Engineering | Purdue | |||
Licenses Certifications
| Licensed Professional Engineer (Mechanical) |
| State of California |
| Accredited Senior Appraiser (Business Valuation) |
| American Society of Appraisers |
Awards & Affiliation
Primary Affiliation
American Society of Appraisers
Partial List of Consulting Expert Witness Cases
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