A business valuation consulting firm specializing in the valuation of closely-held business and partnership interests for a variety of purposes including the following.
My expertise includes the valuation of various investment instruments including:
In brief, I have been a business appraiser since 1987. During this time, I have valued companies and business interests that have ranged from a few hundred thousand dollars to nearly a billion dollars.
As a Chartered Financial Analyst, I have completed a study and testing program administered by CFA Institute. The program covers a wide range of topics, including ethics, that are generally needed for investment research and analysis and portfolio management. This is relevant to business valuation since it is necessary for me to analyze a company’s financial and industry performance to render opinions of value.
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION WITH AN EMPHASIS IN FINANCE FROM THE UNIVERSITY OF SOUTHERN CALIFORNIA
CHARTERED FINANCIAL ANALYST (CFA), CFA INSTITUTE
AMERICAN SOCIETY OF APPRAISERS
THE NATIONAL CENTER FOR EMPLOYEE OWNERSHIP
USGA RULES
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