Forensic Accounting Expert Witness IA 538633

Expertise Description

I have been a consultant and business adviser to Iowa, Kansas, Minnesota, Nebraska and Minnesota businesses on financial and management projects, business planning, and business valuations. I have performed appraisals for a variety of purposes, including: ESOPs, mergers/acquisitions, estate taxes, buy/sell agreements, intra-family transfers/gifting, charitable donations, built-in gains calculations, management decision-making, family limited partnerships, asset holding companies and financial reporting. I have experience in researching industry and economic data. My background also includes building financial models, applying valuation techniques, performing financial analysis and writing conclusive reports. I have provided consultations, courtroom testimony, and deposition for over 5 years as a forensic accounting expert witness.

Areas of Expertise


Degree Subject Institution
M.B.A. Drake University
J.D. Drake University Law School
B.S. Finance Marquette University

Licenses Certifications

Licensed by the American Society of Appraisers as anAppraisers as an Accredited Senior Appraiser (ASA)
National Association of Certified Valuation Analysts (NACVA) as a Certified Valuation Analyst and as an attorney in the State of Iowa

Awards & Affiliation

American Society of Appraisers
National Association of Certified Valuation Analysts (NACVA)

Primary Affiliation

American Society of Appraisers