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Expertise Description

I have more than 5 years of providing franchise expert witness and litigation services to attorneys and their clients, and have over 35 years of comprehensive franchise experience. My opinions are valued by attorneys, clients, and triers of facts because of my work exclusively in the franchise, license, and affiliate distribution network industries. I have the unique ability to communicate and present our positions in a fashion that attorneys, clients, insurance companies, judges, and juries can understand.

Areas of Expertise


Expert Witness

My expert witness experience includes:
– The franchisor brought suit against a franchisee in the gym business for multiple breaches of the franchise agreement. Favorable Settlement terms were reached on behalf of our client in arbitration. I represented the defendant/franchisee.
– The franchisor was sued for wrongful termination of a senior-level employee in Superior Court. I represented the defendant/franchisor in a jury trial with a successful verdict in favor of my client.
– The franchisor sued multiple franchises for breach of the franchise agreements. I represented 13 restaurant-owner franchises in this case which was tried before a jury. Although the plaintiff-franchisor sought $23 million in damages against my clients, the court declined to award any damages to the plaintiff, and instead awarded a total of $100 in nominal damages. I represented the prevailing franchise/defendants.


Consulting Experience

My consulting experience includes a highly specialized consulting service for the international business community, providing franchise expansion expertise since 1973. Entrepreneurs, corporate executives and professional service providers depend on my expert advice in matters of franchising, licensing and other methods of distribution expansion. I have earned the confidence of bankers, attorneys, accountants, and seasoned business executives as a result of the many business expansion services I have provided.


Professional Experiences

From 2010 to 2012, in a collaborative effort between the University of San Diego (USD) and the World Trade Center (WTC), and the Ahlers Center for International Business (USD), I promoted international franchising by sending MBA and undergraduate business students abroad to complete in-country internships. The students are trained by me and my staff to conduct workshops and symposiums to cultivate a better understanding of franchising within the business community in each of the foreign countries visited.
I have appeared as a guest lecturer at the University of Illinois, Elmhurst College and AICPA seminars and workshops to presenting continuing education course material on the subject of franchising, licensing, and alternative growth strategies.


Education

Degree Subject Institution
M.B.A. California Western University
B.S. Accounting California Wester University

Licenses Certifications

Illinois Real Estate Brokers License
Securities License
Franchise Sales Broker Registration in 14 States

Awards & Affiliation

International Franchise Association
Rotary Charitable Foundation
San Diego Software Industry Council
National Association of Television Program Executives
National Association of Broadcasters

Primary Affiliation

International Franchise Association



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