Franchise Contracts Expert Witness PA 536012

Expertise Description

With more than 35 years in the financial industry, my expertise is in credit risk/management. I specialize in both commercial lending and equipment leasing for franchises and small businesses. I am skilled in credit/risk/financial analysis, documentation and funding and portfolio management, underwriting, and reviewing complex corporate structures. I have a special interest in franchises with recent experience working with the EB-5 "Investor Visa" program, reviewing Uniform Franchise Offering Circulars, and helping these businesses with expert advice on managing, purchasing, credit scoring, loan preparation and packaging, and business valuation. I have spent over a decade offering consultations, deposition, and courtroom testimony as a franchise contracts expert witness.

Areas of Expertise


Degree Subject Institution
B.A. Managerial Economics & Finance California University – PA

Licenses Certifications

CLFP – Certified Leasing and Finance Professional

Awards & Affiliation

NEFA (National Equipment Finance Association)
Fair Isaac North American Markets
Leasing News Editorial Board
Awarded “Alumnae of the Year”, CAL U of PA, Eberly School of Science & Technology

Primary Affiliation

NEFA (National Equipment Finance Association)