Business Valuation Expert Witnesses

This expert is highly qualified in the field of business valuation. He received his BA in economics from UC Berkeley and earned his MBA in finance at California State University. He is an accredited senior appraiser with the American Society of Appraisers. This expert has completed thousands of business valuations for medical practices throughout his career. His former positions include senior financial analyst for Allstate Insurance, senior valuation analyst for Henry & Horne, chief financial officer for Ideal Transitions, and manager of practice planning and valuation for Mercer Transitions. Currently, this expert serves as the president for a medical merger and acquisition consulting company in Arizona.

This highly qualified branding and marketing expert has over 30 years of professional experience. He earned his BS in computer science from the University of Minnesota, his MBA in marketing from Xavier University, and his MBA in finance and accounting from the University of Chicago. His expertise lies in the creation, management and valuation of brands. This expert has previously held roles in marketing, sales, technology and strategy. He has written 15 publications on topics in marketing analytics, including various book chapters and articles. Formerly, he has served as a manager of consumer packaged goods for Proctor & Gamble and then Kraft Foods and as the manager of marketing consulting at A.T. Kearney. Additionally, he has held roles as managing director of brand valuation and strategy and media and analytics at Mindshare, Pathway OMG, and Mediavest. Currently, this expert is the principal and founder of a marketing and brand valuation consultancy.

This highly qualified expert has over 25 years of experience in economic damages. He received his BS in petroleum engineering from the University of Oklahoma before earning his MM in managerial economics from Northwestern University. He is a non-attorney member of the State Bar of Texas and a member of the Institute for Transnational Arbitration. He has served as a consultant for Putnam, Hayes, & Bartlett, Arthur Andersen Business Consulting, and LECG. Currently, this expert serves as the managing director of a strategic and financial consulting firm in Texas.

This highly qualified expert has over 40 years of experience in hospital administration and management, with his work focusing on hospital performance and quality assurance, hospital and clinic valuation, hospital accreditation, hospital planning and development, and hospital trusteeship. He received his BA in sociology and Spanish from Elmira College before earning his MA in healthcare administration from George Washington University. He also completed a senior executive program at the National Health Care Management Center through the University of Pennsylvania. This expert is active in his field as a member of the Palomar Health District and the Hospital Association of San Diego and Imperial Counties. Throughout his career, he has held a number of roles, most notably as the assistant director of hospital management at Saginaw General Hospital, chief operating officer of Saginaw Osteopathic Hospital, chief executive officer of Grand Traverse Regional Health Systems, and a partner at CyberMed International and Advanced Healthcare Systems. He also served as a professor at both Chapman University and National University, teaching courses in hospital administration and healthcare finance. Currently, this expert serves as a consultant for a healthcare appraisal company in California, as well as a hospital accreditation surveyor for a healthcare facility accreditation company.

This expert has over 40 years of experience in marketing across various industries, with experience in financial services, economic damages, restructuring, bankruptcy, and fiduciary duties. He earned his BS in business administration and management from Indiana University. He has worked as a business consultant since 1990 focused on sales, marketing, and project management. He has developed numerous marketing campaigns, as well as consulted with business clients in developing marketing strategies. He has held executive positions with companies in industries ranging from energy to pharmaceuticals and currently serves as the president of two consulting firms with a focus on business consulting and litigation support.

This highly-qualified expert has nearly 30 years of experience in the consumer, retailing, technology, and healthcare industries in areas such as mergers and acquisitions, the valuation of public and private companies, stock option valuations, severance package valuations, and C-suite compensation. He received his BA in economics and political science from Claremont McKenna College before earning his MBA from Harvard Business School. He also earned a certified director certification from the UCLA Anderson School of Management. This expert has formerly served as the vice president of investment banking at Donaldson, Lufkin, & Jenrette and Wertheim Schroeder & Co, as the CFO of Bodega Latina Corporation, DDD Group, and Hypertension Diagnostics Inc. While working with Hypertension Diagnostics, he also served as the chairman and CEO. He has also been a board member for several companies, including HDi Plastics, HitFix, and Specialty Commodities. Currently, this expert serves as a board member for a retail technology company in Texas and a privately-owned drug retailer in Washington state.

This highly-qualified expert has nearly 20 years of experience in the field of forensic accounting. He earned his MFAcc in forensic accounting from the University of Toronto and holds several certifications, including public accountant, financial forensics, and forensic investigator. He is active in his field as a member of various associations, including the Association of Certified Fraud Examiners, the Association of Certified Fraud Investigators, and the Alliance for Excellence in Investigative and Forensic Accounting. He formerly served as a forensic accountant for Ernst and Young and currently serves as a partner and forensic accountant for an accounting and advisory firm in Ontario.

This highly-qualified expert has over 20 years of experience specializing in economic damages, with a focus on intellectual property, commercial damages, and antitrust. He received his BA in economics from the University of Wisconsin Madison before earning his PhD in industrial organization and international economics from MIT and his JD from the University of Michigan. He is active in his field as a member of several organizations, including the American Economic Association, the American Bar Association, the American Intellectual Property Law Association, and the Licensing Executives Society. He has also authored numerous articles concerning intellectual property damages issues, including multiple articles in leading intellectual property law journals. He has formerly served as an international trade associate attorney for Shearman & Sterling, a strategy specialist for McKinsey & Co., an adjunct professor of economics for the University of Maryland and Georgetown University, and the vice president of Analysis Group Inc. Currently, this expert serves as the senior managing director for an economic consulting firm based in Washington, D.C.

This highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and transactions. He received his BS in psychology from the University of Michigan before earning his BBA from Michigan State University and recently went back to school to earn his MBA from the University of Michigan. He has formerly served as a financial advisor and the associate vice president of the KSG Group for Morgan Stanley before serving as the vice president for Fisher Investments. Currently, this expert is the owner of a small business consultancy in Michigan.

This highly-qualified expert has nearly 20 years of experience as a forensic accountant and auditor, with extensive experience in information technology, information systems, fraud, and damages. He received his BS in computer science from New York University before earning his MS in accounting from Pace University. This expert is certified as a public accountant, an information technology professional, an information systems manager, and a fraud examiner. He is active in his field as a member of the American Institute of Certified Public Accountants, the Association of Certified Fraud Examiners, and the Information System Audit & Control Association. He has previously been a partner at several accounting firms, such as Nasberg PLLC and Grassi & Co. CPAs. Currently, this expert is a partner at a valuation firm in New York, a consultant for an accounting and business consulting firm, and an adjunct professor at a New York university.

This highly-qualified expert has extensive experience in global operations and supply chain management. His areas of expertise include profit and loss, business valuation, product reliability, customer service, sales and marketing, and safety and environmental regulations. He earned his BS in industrial engineering technology from the University of Poona in India before earning a certificate of process engineering management from Vincennes University in Paris and completing MBA courses at the University of Texas Dallas. He is an active member of the Locomotive Maintenance Officers Association. He began his career with PC Dynamics, Mwave Inc, serving as their engineering director for 7 years before transitioning to being the manufacturing consolidation project manager for Chromium Corporation. He went on to work with Chromium Corporation for nearly 20 years, serving as the director of business process development, the vice president of operations and business logistics, and the executive vice president of ELKCORP. This expert served as the president of Chromium Corporation for 10 years, leading the organization in the manufacturing of heavy engine's components for locomotive, marine, and stationary power supply units.

This highly qualified expert has been in the field finance and economics for over two decades, with demonstrated experience in valuation, assessment, discounted cash flow, economic and financial modeling, investment analysis, economic damage, earnings analysis, and risk assessment and analysis. He received his BA, in English literature and international relations from the University of California at Santa Barbara and then his PhD in applied economics from the University of Minnesota where he was both a MacArthur and Fulbright Fellow. He is the author of multiple papers and books, including “Inside the Global Economy: A Practical Guide”. He has worked in a variety of roles including as a consultant to both several countries, Alliance Equity Group LLC and Booz Allen Hamilton. He has also been the lead investor and CEO of Delta Welding and Fabrication. This expert currently runs a door and cabinet hardware design company he helped co-found and works with a private rare metals fabrication investor group in California, as well as serves as an instructor of global economics at a California university.

This highly qualified expert has nearly 30 years of experience in the fields of mergers and acquisitions, investment banking, and corporate valuation, with additional specialization in energy, natural resources, and infrastructure sectors. After earning his BA from the University of North Carolina, Chapel Hill, he went on to become an analyst in corporate finance at Wheat First Butcher Singer and then an associate in mergers and acquisitions at Rothschild Inc. Subsequently, this expert took on many leadership roles in mergers and acquisitions, including as vice president at Prudential Securities Inc., director at UBS Investment Bank, and managing director at RBC Capital Markets. He has also served as managing director of energy and natural resources at BNP Paribas and chief financial officer at ZaZa Energy Corporation. Currently, this expert is the founder and group head of an energy and infrastructure-focused banking firm based in New York and Texas.

This highly-qualified economics and finance expert has over 30 years of experience in his field and specializes in the topics of securities and class-action litigation, corporate finance and governance, and the valuation of public and private companies. He earned his MBA in finance and applied economics from the University of Rochester and his PhD in finance from the University of Washington. He is currently an executive board member of the National Association of Corporate Directors Colorado Chapter. He also stays active in his field as an author and presenter of his field and has been quoted in the Wall Street Journal, New York Times, and Economist. Formerly, he has held positions as an associate professor of finance at the University of Utah, a visiting associate professor of finance at the University of Chicago, and a visiting professor of economics at Princeton University. He currently serves as a provost professor of finance at a large university in Colorado.

This highly-qualified expert has nearly 30 years of experience in the field of economics, specializing in transfer pricing, damages, valuations, intellectual property, and financial transactions matters. He earned his BA in applied mathematics from Johns Hopkins University and his PhD in applied economics from the Wharton School of the University of Pennsylvania. He is active in his field as a member of the Mathematical Association of America, and he has published extensively and presented nationally. This expert formerly worked as a senior consultant at Deloitte and Touche, a manager at Arthur Anderson, a senior economist at Economic Consulting Services, a senior managing economist at LECG, and a senior vice president at Criterion Finance. He was also involved in the academic sector as a visiting professor at George Washington University, Marymount University, and Johns Hopkins University. This expert founded an economics consulting firm in DC and has served as its president for the past 19 years.

This highly-qualified expert in mortgage banking, seniors housing, agency and GSA programs, and limited partnership trading and valuation has over 30 years of diverse professional experience. After earning his BA from Georgetown University and his MBA from Yale University’s School of Public and Private Management, he went on to serve in numerous industry leadership roles. Among his former positions, he was a senior vice president at Bank of New York’s Fannie Mae/Freddie Mac, the vice president of Republic Realty Mortgage Corporation, and the chief asset officer of Public Buildings Service, GSA. He was also the director of the Office of Residential Care Facilities for the Department of Housing and Urban Development and senior vice president at Walker & Dunlop. He is currently the principal of a finance and valuation services company based in Nevada, where he provides analysis related to complicated financial issues for a variety of clients.

This highly-qualified aircraft valuations expert has 40 years of experience in the aviation industry. He earned his BA in aviation management from Southern Illinois University and holds certifications as a senior aircraft appraiser, an airframe and power plant mechanic, an FAA authorized inspector, and aircraft buyer's agent. He is active in his field as a member of the EAA. This expert began his career in aviation as a member of the aircraft maintenance crew in the United States Air Force. He then served as an aircraft mechanic at Crystal Lake Airport, avionics installation and package engineer at Hartzog Aviation before starting his tenure with American Airlines. He worked for American Airlines for 32 years in a variety of roles, including line maintenance mechanic, senior instructor in aircraft maintenance, aircraft maintenance production supervisor, and the aircraft maintenance production and shift manager. Currently, he is the president and owner of an aircraft maintenance and appraisal corporation based in Illinois.

This highly qualified expert has over 25 years of experience in his field. He earned his BA from Lehigh University. He then went on to earn an MS in financial economics from the University of London and his MBA from Northwestern University. He is an accredited senior appraiser and a certified patent valuation analyst. He is currently a business valuation consultant for a forensic and valuation services group in NY.

This highly-qualified forensic accounting expert is a CPA and Certified Fraud Examiner (CFE) with 20 years of experience performing fraud investigations, economic damages and lost profits calculations, and business valuation. She earned her BS in commerce from the University of Virginia and is active in her field as a member of the Association of Certified Fraud Examiners. She was previously honored by the National Association of Certified Valuators and Analysts as among the “40 Under Forty” who have made extraordinary advances in their field. This expert is currently a CPA and certified fraud examiner at a financial analysis firm where she specializes in damages calculations, including lost profit analysis, valuation, forensic accounting, and royalty and distribution audits.

This certified life care planner and vocational evaluator has decades of experience in economic damages evaluation. He received specialized training in the economics of personal injury and work capacity evaluation, and he serves as a reviewer for The Earnings Analyst and the Journal of Forensic Vocationology. He has published numerous articles on life care planning and vocational and rehabilitation economics, while he is the Chairman of the Forensic Committee of the International Association of Rehabilitation Professionals. Currently, this expert is the Director for a board of vocational experts as well as the Director of a Michigan based personalized medical management and vocational rehabilitation organization.