Grant Farrell has been involved with hundreds of valuation and litigation support engagements in a diverse range of industries on both a national and international level since his entry into the valuation profession in 2007. He has valued numerous complex and multi-tiered equity, preferred equity, mezzanine, debt and derivative securities. In addition, he has experience in valuing a wide variety of intangible assets such as patents, customer lists, trademarks, contracts, as well as performing lost profits analyses, economic damage studies as well as forensic accounting procedures and analysis. These engagements have been conducted for the purposes of mergers and acquisitions, buyouts, financial reporting, estate and gift taxes, allocation of purchase price, litigation support, shareholder dissent, buy-sell agreements, dissolutions, financing, and business planning. Mr. Farrell is also a presenter of various valuation topics to attorney’s, accountants, business professionals and students for the purposes of educating the public in valuation matters related to gift and estate, mergers and acquisitions and litigation support.
BACKGROUND
Mr. Farrell came to Erickson Partners from KPMG, an international audit, tax and advisory services firm. During his tenure, Mr. Farrell was involved with KPMG’s Audit & Assurance Services and the Transaction Services groups where he performed merger & acquisition due diligence analysis for both national and international companies involved in large and sophisticated transactions for KPMG’s private and public clientele.
ACCREDITATION
ASA - Accredited Senior Appraiser in Business Valuation, by the American Society of Appraisers
CPA - Certified Public Accountant by the Texas State Board of Public Accountancy
ABV - Accredited in Business Valuation by the American Institute of Certified Public Accountants
CFF - Certified in Financial Forensics by the American Institute of Certified Public Accountants
CGMA – Chartered Global Management Accountant by the American Institute of Certified Public Accountants
PROFESSIONAL INVOLVEMENT
American Society of Appraisers;
American Institute of Certified Public Accountants;
Texas Society of Certified Public Accountants, Dallas Chapter;
North Texas Estate Planning Council;
Society of Financial Service Professionals, Dallas Chapter.
EDUCATION
BS, Economics, Southern Methodist University
Post graduate studies in financial, regulatory and managerial accounting, University of Texas at Dallas