Hundreds of valuation and M&A clients served. Professionally responsible for more than a thousand valuation reports – from the Estate of Ken Lay (former chair of Enron) and other tax-related valuations to fairness opinions for public company transactions, Employee Stock Ownership Plans (ESOPs), as well as analyses of complex securities and intangible assets.
More than twenty years of post-MBA finance experience, with formative years at a sell-side investment banking firm–an NASD (now FINRA) registered broker-dealer. Presentations to C-suite/Board-level and at professional meetings and conferences.
Credentialed as a CFA and CAIA charterholder and Accredited Senior Appraiser (in Business Valuations). Always involved in advancing our profession – from grading credentialing exams or developing new courses to local and national professional society leadership. Currently on The Appraisal Foundation’s Business Valuation Resource Panel.
Substantial post-doctoral finance experience: volunteer reviewer of peer-reviewed research articles and editor of a peer-reviewed journal. Research published in highly regarded journals. Most recently, drawn to the mission to help protect investors, a PhD financial economist at a regulatory agency created by Congress overseeing the work of public audit firms.
Taught hundreds of college students various aspects of finance, from advanced financial statement analysis to investments and financial institutions. Most importantly, tried to prepare them to work in the real world, where practical problem-solving skills are prized, but ethics and integrity are far more valuable. As Warren Buffett has said, “hire folks that are smart and motivated, but above all, have integrity.”
I created Quid Valorem to provide valuations with professional integrity and with superior analytical and writing skills. I am driven by a desire to help investors and entrepreneurs tackle vexing finance problems, and to help develop the next generation of finance professionals. Turn to Quid Valorem to address your valuation needs.