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Estate Tax Specialist, Expert Witness and Forensic Consultant.

Expertise extends to the financial valuation of businesses and underlying tangible and intangible assets, in addition to project management and client coordination on large and complex assignments.

EXPERT ID: 131

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Location:  US

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Short Biography:

This expert has a broad client base that is national and international in scope. His expertise extends to the financial valuation of businesses and underlying tangible and intangible assets, in addition to project management and client coordination on large and complex assignments. These assignments have been undertaken for pre-acquisition, acquisition, divestiture, economic damage/loss, tax (ad valorem, state, federal and international), bankruptcy, fairness, solvency, ESOP and numerous other purposes. He heads the capital cost segregation practice for the firm and consults on acquisition and divestiture deal structuring; enhancing stockholder value and other strategic issues, succession planning and other corporate governance issues, and similar management/valuation issues. Clients include small entrepreneur to Fortune 100 companies as well as financial, legal and accounting organizations.

A Certified Public Accountant (CPA), a Diplomate of the American Board of Forensic Accounting (DABFA) and a Certified Professional Consultant to Management (CPCM), he has been in the valuation profession since 1983. Previously, he held operating and Chief Financial Officer positions in private industry, where he closed a number of acquisitions and financings. He began his career with then Peat Marwick Mitchell. He has been published and frequently lectures on valuation topics.

Provides valuation, litigation support (consulting expert or expert witness testimony) and dispute resolution, and financial advisory services to businesses and professional practices. In litigation support, BVS is noted for engagements relating to breach of contract, antitrust, infringement, fraudulent conveyance, bankruptcy/reorganization, marital dissolution and product liability.


 

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Some of the Keywords entered by this Expert:

Goodwill Closely Held Companies Recapitalization Projections Gift Taxes
Due Diligence Economic Loss Tax Litigation Partnership Dissolution Employee Stock
Privately Held Companies Ownership Plans Asset Allocation Feasibility Analysis Employment Discrimination
Projections Estate Recapitalization Fair Market Value Valuation
Estate Employee Stock Voting Fairness Options Breach Of Contract
Added Eminent Domain Marketability Discounts Goodwill Projections Buy Sell Agreements
Assurance Blockage Discounts Estate Planning Economic Analysis Shareholder Derivative Voting
Shareholder Derivative Closely Held Equity Economic Analysis Personal Injury Businesses Premiums Stock
Intellectual Property Insurance Appraisals Ownership Plans Intrinsic Value Buy Sell Agreements
Mergers Acquistions Finance Flps Hedonic Damages Premiums Stock


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