David Bertucci Email & Phone Number

Orange County, California, United States

Irvine, California

Irvine, California

Irvine, California

Irvine, California

Business Valuationo Produced complex valuations for estate and gift tax planning, mergers and acquisitions, fairness opinions, financial reporting, financial restructuring, tax planning, portfolio valuation, employee stock ownership plans, corporate planning, strategic planning and litigation. o Co-developed a new valuation product and successfully brought the product to market.o Head FMV's split dollar (Collateral life insurance assignment receivables and notes).o Collaborated… Show more Business Valuationo Produced complex valuations for estate and gift tax planning, mergers and acquisitions, fairness opinions, financial reporting, financial restructuring, tax planning, portfolio valuation, employee stock ownership plans, corporate planning, strategic planning and litigation. o Co-developed a new valuation product and successfully brought the product to market.o Head FMV's split dollar (Collateral life insurance assignment receivables and notes).o Collaborated in the development and maintenance of proprietary internal valuation model templates.FMV Restricted Stock Studyo Managed the FMV Restricted Stock Study and FMV Discount for Lack of Marketability ("DLOM") Calculator. o Currently leading a team in the research an development of additional valuation tools. o Co-Presented on "The Current State of Valuation Discounts" for the Kentucky Society of CPA’s Fraud and Forensic Accounting Conference (August 2015) Show less

Irvine, California

Business Valuationo Produced complex valuation models and reports for various entities and securities. o Collaborated in the development and maintenance of proprietary internal valuation model templates.o Expanded role in the business valuation process in addition to maintaining previous analyst responsibilities (prior position).FMV Restricted Stock Studyo Managed the FMV Restricted Stock Study and FMV Discount for Lack of Marketability ("DLOM") Calculator. o… Show more Business Valuationo Produced complex valuation models and reports for various entities and securities. o Collaborated in the development and maintenance of proprietary internal valuation model templates.o Expanded role in the business valuation process in addition to maintaining previous analyst responsibilities (prior position).FMV Restricted Stock Studyo Managed the FMV Restricted Stock Study and FMV Discount for Lack of Marketability ("DLOM") Calculator. o Spearheaded the development and implementation of two-year equivalent discounts. o Co-authored two articles relating to the two-year equivalent discounts. Show less

Irvine, California

Collaborate with a team from the business valuation division of FMV to complete estate and gift tax valuations, fairness opinions, ESOP valuations, and purchase price allocations for a wide variety of companies across varying industries. Analyze, compare, and adjust financial statements, ratios, and multiples. Complete valuations utilizing the Market, Income, and Cost (Asset) approaches: o Market Approach: Guideline Public Companies, Industry Transactions, Small-Company Transactions… Show more Collaborate with a team from the business valuation division of FMV to complete estate and gift tax valuations, fairness opinions, ESOP valuations, and purchase price allocations for a wide variety of companies across varying industries. Analyze, compare, and adjust financial statements, ratios, and multiples. Complete valuations utilizing the Market, Income, and Cost (Asset) approaches: o Market Approach: Guideline Public Companies, Industry Transactions, Small-Company Transactions, and Subject Entity Transaction methods. o Income Approach: Discounted Cash Flow, and Cash Flow Capitalization methods. o Cost (Asset) Method: Adjusted Net Asset, and Net Book Value methods.Analyze and apply appropriate minority interest discounts, marketability discounts, voting rights discounts, and control premiums. Write and develop detailed technical reports, letters, presentations and exhibits to convey final conclusions of value. Research companies, economies, industries, securities, derivatives, and debt instruments utilizing Capital IQ, BizComps, Pratt's Stats, SEC Filings, IBISWorld, etc. to create extensive models and write detailed overviews. Show less