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Expertise Description

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.


Areas of Expertise


Expert Witness

My expert witness experience includes: Economic damages, lost profits and unjust enrichment due to Trademark and trade dress infringements; Valuation of businesses, franchise opportunities and technology start-ups; Value of airline brands and trademarks and their use in Internet Search and e-commerce; Determination of reasonable royalties and hypothetical license agreements; Value of a celebrities promotional and marketing activities for a consumer electronics company; Economic damages and profit apportionment in trademark, trade dress and copyright infringement claims; Valuation of patents, trademarks and copyrights; Economic impact and lost profits due to defamation and disparagement.


Consulting Experience

As a valuation specialist, my consulting experience includes: Strategic advisory services for owners of IP portfolios, valuation of trademarks, patents, copyrights, brand assets, trade secrets, customer lists, technology assets, celebrity endorsements, marketing initiatives and other intangible assets.


Professional Experiences

My professional experience includes working with clients from the following industries: Agriculture, Food, Sports & Fitness, Distribution, Wholesale, Retail, Publishing, Transportation, Not-for- profit, Trade Associations, Local Government, Automotive, Medical Products, Healthcare Technology, Diagnostic Equipment, Manufacturing, Technology, Biotechnology, Pharmaceuticals, Professional Services.


Relevant Experiences

I have extensive experience in financial analysis, business evaluation and valuation, litigation consulting, and intellectual property-related disputes. I have valued businesses around the world, am a Chartered Financial Analyst and have experience valuing companies for M&A, litigation, estate & tax, and financial reporting.

As an expert witness I have provided expert opinions and testimony on complex business and financial issues including the value of contributions made by business partners, complex business valuation, defamation and the value of intellectual property assets. In addition to my work as an expert in litigation, I have extensive experience valuing and advising businesses in the context of business and strategic planning, transaction due diligence, market research, obtaining start-up capital, and licensing transactions. This non-litigation experience informs and supports my expert opinions in litigation matters and I can honestly say that I am not a “hired-gun” damages expert or litigation consultant.

I have helped attorneys in trade secret cases verify or refute that the trade secret was properly protected. In past cases my analysis has shown that claimed trade secrets were either key drivers of financial performance, or that the trade secret was not a valuable asset.

I have over 20 years of experience reviewing and evaluating the financial performance of companies large and small. My evaluations have been used to support strategic decisions including acquisitions and divestitures, and in expert testimony and litigation support.

I am experienced developing lost profit, unjust enrichment and profit apportionment calculations and opinions. The value and contribution of trade secrets often requires a profit apportionment calculation and I have testified in several cases involving the contribution of intellectual property assets to the value of a business.


Education

Degree Subject Institution
M.B.A. San Diego State University
B.S. Biology & Economics Claremont McKenna College

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Licenses Certifications

Chartered Financial Analyst (CFA)

Awards & Affiliation

INTA, International Trademark Association
Provisors
CFA Institute

Primary Affiliation

INTA, International Trademark Association



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