SEC Expert Witnesses

This accounting consultant is a CPA with an M.B.A. from Cornell and a Ph.D. in Accounting from Ohio State University. Early in his career, he was an Academic Fellow in the Office of the Chief Accountant at the U.S. Securities and Exchange Commission. He now works as a consultant to public companies on matters including SEC compliance, U.S. GAAP, international accounting standards, and control of international operations. He produces training content has led 250 management education programs in 14 countries. The expert was a tenured member of the faculty of Thunderbird for 13 years, with previous faculty experience at Dartmouth College, MIT, and Wake Forest University. He is currently a Visiting Clinical Professor at a university in Texas and his a member of the Standing Advisory Group of the Public Company Accounting Oversight Board.

This highly qualified expert has provided valuation and corporate finance consulting services since 1987. He is a Chartered Financial Analyst (CFA) and he is a member of several prestigious associations including the Healthcare Financial Management Association and the American Society of Appraisers. He previously worked as the Senior Managing Director of American Appraisal Associates Inc where he was the Chair of Healthcare Industry Practice. Currently, this expert works as Managing Director in a global consulting firm in Illinois. He specializes in the valuation of a wide variety of businesses and business interests, fairness and solvency opinions, consulting with corporations with respect to corporate finance issues, and estimating economic damages. He has provided opinions of value, fairness, and solvency for many purposes such as acquisitions, divestitures, business and strategic plan reviews, business unit performance measurement, SEC filings, US GAAP and other financial reporting requirements, US federal, state, and non-US tax reporting requirements, regulatory compliance, various dispute resolution and litigation procedures and general advisory purposes. This expert has worked with clients across a wide variety of industries such as business and consumer services, construction, engineering and real estate development, construction materials, banking, financial institutions and insurance, healthcare services and managed care.