Glenn Garlick is a Managing Director at Cogent Valuation and currently manages its Orange County Office. Providing business valuation and related financial advisory services full-time since 1982, he has managed over 1,000 valuation engagements involving companies ranging in size from small closely held companies with under $1 million in revenue to multinational, publicly traded companies with revenues in the tens of billions. The purposes for such engagements include mergers and acquisitions (including fairness and solvency opinions), corporate restructuring, leveraged buyouts, equity investments in early stage companies, estate and tax planning, employee stock ownership plan (ESOP) transactions, financial reporting and compliance, and litigation support.
Mr. Garlick has performed valuation services for companies in virtually all major industries including aerospace, energy, computer hardware and software, biotechnology, internet, professional services, financial services, apparel, food and beverage, consumer products, retail, wholesale, and miscellaneous manufacturing industries. Mr. Garlick has extensive experience in corporate transactions, including resolving highly complicated securities design and equity allocation issues. He has also dealt with the Internal Revenue Service on valuation matters for income, gift and estate tax purposes. He has provided expert testimony in various courts in California and Utah as well as providing testimony before members of the American Arbitration Association. Mr. Garlick holds a Bachelor of Science degree from the University of California, Los Angeles and an M.B.A. with an emphasis in finance from California State University, Northridge. He is an Accredited Senior Appraiser with the American Society of Appraisers in Business Valuation and has written and spoken extensively regarding valuation issues, often for MCLE or CPA credit. From 1982 to 1991, Mr. Garlick provided business valuation and financial advisory services with Houlihan Lokey Howard and Zukin, serving as an officer the last four years. |