QUALIFICATIONS:
Over twenty five years of practice as a Certified Public Accountant, in business valuation practice and litigation
Consulting in research and litigation support to attorneys, including:
Forensic Tracing
Business Valuations
Business Damage Calculations
Discovery Planning
Expert Testimony
Client consulting in:
Business Mergers
Acquisitions
Dispositions or Sales
Related income tax issues
EDUCATION:
The University of Texas at Austin, BBA Accounting &
Management, 1973; CPA, 1975; CVA, 1996; ABV, 2001
ORGANIZATIONS:
American Institute of CPA's
National Assoc. of Certified Valuation Analysts
Texas Society of CPA's
Charter Member, Texas Society CPAs, Litigation Section
American Society of Appraisers
INDUSTRIES SERVED:
He has performed varying types of services, including audits, business valuations, economic damages, litigation tracings and testimony, tax consulting, and acquisition/operations/ disposition consulting in the following industries:
National & Regional stock brokerage firms
Banks and Bank holding companies
National Real Estate Holding Companies
Real Estate Brokerage/Management Companies
Insurance companies and agencies
Oil & Gas exploration/operation/distribution
Manufacturers, light and heavy:
Food products, electronic components, clothing/textiles, metals
recycling, emergency vehicles, fiberglass/plastics fabrication, automotive
parts, wood products, steel fabrication
Construction - heavy, light, commercial, residential
Hotels and motel chains
Resturant, Bars
Chemical/Petroleum distillers
Clothing/Textile retailers, wholesalers
Catalogue sales, national
Savings & Loans, regional and local
Loan Companies
Corporate trust departments-Banks
Personal trust departments-Banks
Fast food franchises-national, regional
Automotive sales and service franchises-national, regional
Automotive Repair - local, national chains
Franchisor operations/sales-national, regional
Cattle feeding/ranging operations, national and local
Tax Shelter partnership syndications, public and private:
Real estate, R&D, oil & gas
Importers, wholesale distributors
Professional Practices-Legal, accounting, engineering, medical,
dental
Medical Companies-psychiatric care facilities, nursing homes,
medical laboratories
Trucking- movers, material haulers, freight
Miscellaneous Business Service companies
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