MATTHEW V. BERGER, ASA
EDUCATION:
Master of Business Administration, Finance, 2007, University of North Florida, Jacksonville, Florida
Bachelor of Business Administration, Business Management, 2005, University of North Florida, Jacksonville, Florida
Accredited in Business Valuation, American Society of Appraisers
Continuing professional education through various appraisal industry organizations
SUMMARY OF EXPERIENCE:
Valuation Analyst with Sheldrick, McGehee & Kohler, LLC since April 2008.
Performed hundreds of appraisals for privately held entities of varying sizes, industries, and geographic locations
Dealings with IRS representatives on a conference level, including the fielding of questions regarding gift tax and estate tax valuations from agents, as well as discussions with IRS attorneys
AREAS OF SPECIALIZATION:
Valuations of closely held or limited market interests for purposes associated with corporate planning, estate taxes, gifts of stock or equity interests and succession planning, sale and/or acquisition, Employee Stock Ownership Plans (ESOP) or other profit sharing plan transactions, buy-sell agreements and litigated matters (stockholder disputes)
Appraised interests include common and preferred stocks, stock options, restricted stock, general and limited partnership interests, member interests of limited liability companies, debt instruments, and intangible assets
Numerous valuations used for planning and actual transactions involving employee benefit plans, as well as experience in preparation of fairness opinions related to such transactions
PROFESSIONAL DESIGNATIONS & AFFILIATIONS:
American Society of Appraisers, Accredited Senior Appraiser
American Society of Appraisers, North Florida Chapter, Member
CFA Society of Jacksonville, Past Member