Erin Spaulding, Cva, Cmaa Email & Phone Number

Los Angeles Metropolitan Area

Los Angeles Metropolitan Area

Financial services include value growth advisory and valuation for financial and tax reporting, capital raising, litigation support, shareholder exit or dispute, marital dissolution, ESOP, fairness and solvency opinion, estate tax planning, and intellectual property.

Worldwide

Greater Los Angeles Area

• Financial reporting valuations for business combinations including enterprise values, intangible assets and liabilities. • Valuation of goodwill and indefinite and long-lived asset impairment testing for financial reporting purposes. • Assisting clients with strategic investment decisions and other financial objectives, business plan development, as well as consulting for shareholder disputes and corporate or marital dissolution.• Assist with other tax and financial reporting valuations such as share based compensation, equity allocation, derivative securities, debt instruments and ESOPs. • Monitor changing local, state and federal government regulations and new financial reporting rules with valuation implications.• Perform in-depth industry, market, and competitor research and valuation analysis on a wide range of public and private entities using all accepted approaches.• Interview clients and design financial models for discounted cash flows, market multiples, intangible assets and option pricing analyses.• Responsible for preparing reports outlining data pertinent to engagement, market research, company valuations, and analysis of strategic and financial alternatives to assist clients in anticipating and adapting to increased market competition.

Greater Los Angeles Area

• Work with CFO and international team leads to develop additional location budgets & forecasts to plug into roll-up budgets and forecasts.• Ad-Hoc Assignments – execute projects to improve results and drive cross-company business performance.• Monthly reporting – Provide financial results and analysis to CFO and senior leadership.• Work with CFO and international team leads to develop international and roll-up budgets and forecasts ensuring consistency with long-term plans. Project forecasts updated weekly, results and variances tracked monthly.• Process Improvement & Automation – encourage and participate in opportunities to evaluate process and automate through technology and process mapping.

Greater Los Angeles Area

• Prepare consolidated and combined current, historical and projected balance sheets, profit and loss statements, and cash flow statements, including supporting schedules for clients requiring financial reporting and related services, as well as for management internal use. • Develop financial budgets, forecasting & ad hoc Excel models for continued use. Preparation includes dynamic Excel models built for easy maintenance by management team. • Perform valuations and advise management in valuations primarily for purpose of 409A. Create and maintain capitalization tables and vesting schedules. • Perform pre-money valuation analysis for small companies seeking seed investment. Review term sheets to model impacts and inform founders on risks and benefits of proposed terms.

Greater Los Angeles Area

Preliminary design and utility patent filings;Product design, development and proof of concept; Formation of strategic partnerships; Accounting & administrative direction

San Francisco Bay Area

• Performed, and reviewed for audit, the financial valuations of publicly and closely-held companies, business interests, financial instruments including stock options & other derivatives, & intangible assets for financial & tax reporting, M&A, purchase price allocation & goodwill impairment testing.• Performed financial due diligence, comparative financial analyses of public and private companies, analysis & interpretation of historical financial trends, discount rate development & substantiation, as well as cash flow analysis & market multiple selection. • Used Factset & Bloomberg terminal.• Worked directly with management of large & small, public & private companies to understand goals, challenges & industry KPIs.• FAS 141/141(r)/142/144/157 (ASC 805/820/350/360)

San Francisco Bay Area

Ad Hoc Models, Valuation Models (Discounted Cash Flows / Guideline Company Method / Cost Approach - Net Asset Value / Excess Earnings / Black-Scholes Models), Business Strategy, Sales & Marketing, Financial Analysis, Financial Modeling, Due Diligence, Market Research & Analysis. MS Office: Excel, Powerpoint, Word.

Century City, California

Researched companies and industries to aide partners in the valuations of closely-held firms.Learned & used valuation methods incl. DCF, private transactions & guideline public comps.Analyzed asset values using excess earnings, market equivalents and cost approach.Helped in eminent domain actions, celebrity marital asset divisions, ESOP implementation & maintenance.