|
With more than 20 years of experience in the valuation of business interests John has appraised numerous business enterprises common and preferred stock as well as interests arising out of non-competition agreements trademarks patents distributor relationships and contracts. His valuation engagements have been performed for the purpose of business and tax planning estate and gift tax matters purchase price allocation and litigation support.
Professional Experience
Representative examples of John's engagement experience include:
Valuation of in-process research and development and developed technologies of a medical device company for allocation of purchase price purposes.
Valuation of a biotechnology product line intangible assets for tax planning purposes.
Valued trademarks workforce and non-compete agreements of a high technology consulting firm for allocation of purchase price purposes.
Valued the stock of a closely held food wholesaler for estate tax planning purposes.
Valuation services and transaction analysis in regard to four transactions involving conversions of hospital and health plans from not-for-profit to for-profit operations consisting of advice consultation and reporting to the state attorney general of Massachusetts Ohio and California in regard to the fairness of the transaction terms the negotiation process and the consideration paid for the public charitable assets.
Valued the equity of an industrial safety equipment manufacturer in a divorce proceeding.
Valued the equity of a health care services business in a shareholder dispute.
Engaged by a taxpayer in an IRS controversy to review and defend the conclusions of value of a dealer network and a customer list.
Valued the equity of an educational consulting firm in a shareholder dispute.
Valued the equity of an electronic manufacturer in a post-acquisition dispute.
Valued a minority interest in a software company in a divorce proceeding.
Valued a closely held packaging company to assist management with its corporate planning.
Valued the equity of a closely held electronics manufacturer for gift tax purposes.
Valued the trademarks of an international paper company for Delaware holding company purposes.
Education & Certifications
Master of Business Administration Marquette University
Bachelor of Arts Northwestern University
Certified Public Accountant Texas and Wisconsin
Accredited in Business Valuation (ABV) AICPA designation in business valuation
Professional Associations
Member American Institute of Certified Public Accountants
Senior Member American Society of Appraisers
| 