David Smith Email & Phone Number

Twenty-five years of experience in preparing fairness/solvency opinions, appraisals/valuations of businesses and intangible assets. Experience includes valuation of public and privately held securities and partnership interests for corporate merger and acquisition; recapitalization; estate, gift and income tax; estate planning; financial reporting and employee stock ownership plan purposes. Bachelor of Business Administration degree in Finance from Texas A & M University and a Master of Business Administration (MBA) from the University of Houston – Clear Lake. Earned the Accredited Senior Appraiser designation (in Business Valuation and Intangible Assets) of the American Society of Appraisers (ASA) and is a Chartered Financial Analyst (CFA) charterholder. Past President of the Houston Chapter of the American Society of Appraisers.Past member of the American Society of Appraisers' National Business Valuation CommitteeSpecialties: Fairness/solvency opinions, appraisals/valuations of businesses, business interests, partnerships, derivative securities and intangible assets for M&A, tax, corporate planning, financial reporting and litigation purposes.

Listed skills include Business Valuation, Purchase Price Allocation, Impairment Testing, Fairness Opinions, and 5 others.