Managing Director
CurrentCaliber Advisors is a responsive full-service valuation and economic consulting firm specializing in fair value opinions, tax planning and compliance, litigation support, and the full life-cycle of transaction advisory solutions from initial planning through value enhancement to successful exit or acquisition.Our clients rely on us for strategic thinking, efficient communication, and a more collaborative approach – delivering relevant backup and rationale along with the numbers, so our clients can provide direction and guidance with confidence to their own clients and stakeholders.As Managing Director, I partner with our clients and their trusted advisors to provide valuation and transaction advisory services for …• gift and estate valuations,• expert witness testimony,• fairness and solvency opinions,• mergers and acquisitions, • divestitures, • financial statement reporting, • corporate reorganizations, • strategic planning, • corporate tax planning, and,• purchase price allocations.I have testified as an expert witness in valuation in US Tax court, federal district court, bankruptcy court and state courts. I have written and lectured on various business valuation issues and have taught valuation courses for the American Institute of CPAs.
