Portfolio Management Expert Witnesses

I have spent over two decades in valuation, business finance and strategic consulting matters. I have provided two valuable client services based on my experience valuing intellectual properties (copyrights, patents and trademarks) and intangible assets (contracts, relationships, trade secrets, domain names, websites, social media sites, technologies, brands, endorsements, rights of publicity, and more). For attorneys and clients in litigation, ownership and taxation disputes I provide expert opinions and testimony regarding damages, valuation and reasonable royalties. I have testified in Federal and state matters, for Federal Tax court and in arbitrations and mediations. My analyses and opinions have been used and relied upon in matters including: defamation, technology asset and patent valuation, impact of social media marketing and celebrity endorsements, trademark infringement, copyright infringement, divorce and bankruptcy.

In addition, I have worked with business owners, executives and managers to increase the profitability of their businesses based on leveraging their intellectual properties and intangible assets. Businesses often have business plans and marketing plans, but rarely do they have IP plans – focused on leveraging their proprietary assets to generate additional income and increase profits. This process involves: identifying which assets are contributing to existing profits, managing and reviewing IP portfolios, licensing strategies, optimal pricing, transaction advisory, due diligence, and valuation.