Combining advanced quantitative modeling with executive-level financial oversight, this CPA, CFA, CVA, FRM, CMA, CFM provides analysis of business valuation, goodwill impairment, and complex financial instruments under U.S. GAAP and IFRS frameworks. This financial valuation expert, CPA, CFA, CVA, FRM, CMA, CFM, has more than 20 years of national and international experience advising privately held and publicly traded companies across multiple industries. He serves as President of an independent valuation advisory practice where he performs professional business valuations of middle market entities for estate planning, employee stock ownership plans (ESOPs), mergers, acquisitions, divestitures, and litigation support purposes, and has prior expert witness experience providing consultation and deposition testimony in matters involving business valuation. His work includes performing complex derivative valuations utilizing Monte Carlo simulation and lattice modeling methodologies, conducting purchase price allocations for business combinations, and performing goodwill impairment testing under both U.S. GAAP and IFRS. He also performs valuation services of intangible assets and has assisted a large publicly traded corporation in the valuation and accounting of derivative instruments.

Prior executive roles include Chief Financial Officer and Assistant Treasurer and Director of Financial Reporting within corporate finance and accounting functions. In these positions, he managed treasury operations, negotiated structured repurchase facilities, oversaw periodic reporting to federal securities regulators (including Forms 10-Q, 10-K, and 8-K), developed financial forecasting models, and ensured compliance with applicable accounting standards, including FAS 133 and FAS 140. He holds a Bachelor of Science degree in Accounting and Economics and maintains the Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Valuation Analyst (CVA), Financial Risk Manager (FRM), Certified Management Accountant (CMA), and Certified Financial Manager (CFM) designations.