Koji has over 15 years of experience providing valuation and financial advisory services to firms in a wide variety of industries. He has performed business valuations of public and private companies, private equity investment holdings, family limited partnerships and limited liability companies for financial reporting (including ASC 820, 805, 350, 360, and 718), tax reporting, litigation support and strategic planning purposes. Valuation engagements have included companies from a variety of industries and of a variety of sizes, as well as intellectual property and economic damages. He has also supported RSM’s west region audit practice in reviewing hundreds of third-party valuations for its audit clients.
Koji has worked at nationally recognized valuation firms providing business valuation services for the purposes listed above including RSM, Trugman Valuation Associates, and Management Planning, Inc. He has been published in leading valuation and finance/accounting periodicals and has led webinars relating to valuation topics. Koji also contributed to the AICPA’s valuation textbook on the valuation of small to mid-sized businesses.
Koji is also the founder of ValuAnalytics, a limited-scope financial benchmarking and valuation analytics solution.
Education
- Bachelor of Science, Business Administration – Finance, The College of New Jersey, 2007.
Publications
- “Using Closed-End Funds to Derive Discounts for Lack of Control,” Business Valuation Update, Business Valuation Resources, January 2014.
- “Reducing Appraiser Subjectivity in Determining DLOM: The FMV DLOM Calculator and Pluris DLOM Database,” Financial Valuation and Litigation Expert, May 2013.
- Contributing author to Understanding Business Valuation: A Practical Guide to Valuing Small to Medium-Sized Businesses, American Institute of Certified Public Accountants, 2012.
- Contributing author to “How to Use Transaction Databases,” Financial Valuation and Litigation Expert, September 2012.
Speaking Engagements
- Lectured in “Using the FMV DLOM Calculator and the Protective Put Model,” 60-minute webinar hosted by RSM US, LLP, November 9, 2016
- “Using Closed-End Funds to Derive Discounts for Lack of Control,” 100-minute webinar hosted by Business Valuation Resources, July 24, 2014.