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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.
Managing Director, A Valuation Services Firm
Master of Business Administration (MBA), DePaul University
Chicago,
Illinois
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.
Owner, A small business consultancy
Master of Business Administration (MBA), University of Michigan
Troy,
Michigan
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.
President & Owner, An aircraft maintenance and appraisal corporation in IL
Bachelor of Arts (BA), Southern Illinois University
New Hampton,
Illinois
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What Can a Valuation Expert Witness Opine On?
Market Analysis
Assessing market conditions and trends.
Income Approach
Calculating value based on income generation.
Cost Approach
Estimating value based on replacement costs.
Sales Comparison
Comparing similar sales for valuation.
Appraisal Report
Documenting findings and valuation conclusion.
Due Diligence
Conducting thorough research and analysis.
FAQs for Valuation Expert Witnesses
What is a valuation expert witness?
A valuation expert witness is a financial professional who provides objective business or asset value opinions in legal cases. They assist by reviewing financial records, preparing valuation reports, testifying in court, and clarifying complex valuation issues.
What types of cases may require the expertise of a valuation expert witness?
Valuation expert witnesses handle business valuation, shareholder disputes, divorce, tax, bankruptcy, M&A, intellectual property, and commercial damages litigation cases.
How should I evaluate the credentials of a valuation expert witness?
Evaluate a valuation expert witness by reviewing their education, valuation certifications, industry experience, case testimony history, and adherence to recognized valuation standards.
How does a valuation expert witness support damages quantification?
A valuation expert witness supports damages quantification by objectively calculating economic loss using accepted valuation methods, financial data, and market evidence.
What materials does a valuation expert witness typically require for review?
A valuation expert witness typically requires financial statements, tax returns, contracts, ownership records, market data, and relevant legal or operational documents for review.
What is Expert Institute’s process for selecting valuation expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.