I joined as a Director of Greener Equity in Jan 2017. In Feb 2017, Greener Equity merged with Economics Partners, bringing together Greener Equity's valuation and consulting capabilities and Economics Partners' transfer pricing and consulting capabilities. We are taking on the strong Economics Partners brand and together we plan to continue to focus on our clients' success, take market share, and consolidate top professionals and firms under our banner.I am a Director in our consulting and business valuation practice where I manage and oversee consulting and business valuation services for tax compliance, financial reporting, partner / shareholder buy-sell situations and strategic decision-making purposes. I am also involved with financial advisory services that include evaluation of financial strategic alternatives, due diligence support, capital raising, transaction consequence analysis and more.Industry experience includes blockchain, cryptocurrency, pharma / biotech, fintech, and agricultureSignificant Experience with 409A, Gift & Estate, ESOP, ASC 805, ASC 350/360, Intangible Asset and Intellectual Property Valuation, etc.

I enjoy taking on interesting and unique side projects where I can leverage my background, experience, and network to create win / win outcomes and opportunities for all parties involved. Projects have included representing a large investment group and helping them identify strategic acquisition targets, M&A advisory, deal sourcing, CFO advisory, capital raising, international sourcing and expansion, and other consulting projectsHave significant contacts and experience in South America and AfricaFeel free to reach out for more details

Nwapa Skincare specializes in developing and distributing a complete line of high-end snail enzyme based skincare products.

Nwapa Snail Farms has lofty ambitions and very aggressive growth plans. Our vision is to become THE premier provider of snail-based products. We are accomplishing this goal by setting up the largest commercial snail farm in Africa and utilizing all components of the snail in developing and commercializing innovative and highly sought after products. Our company name is based on the Twi (the predominant indigenous language of Ghana) word Nwapa, which literally means “The Good Snail” or “Snail That Provides Good.” We look forward to producing and commercializing snail-based products that are good for people, animals, and the environment. Nwapa - The Good Snail™

Scalar specializes in providing independent valuation services for financial reporting, tax, transaction (M&A) advisory, and gift & estate purposes. The Scalar team has conducted over 3,000 valuation for public and private companies across various sectors and in different stages of development. Services include 409a valuations (fair value of common stock), ASC 805 (purchase price allocations), ASC 350 & 360 (Impairment of Goodwill and Long-Lived Intangible Assets), ASC 820 (Portfolio Valuations), ASC 718 (stock option expensing), and Fairness & Solvency Opinions. During my time at Scalar, I have personally: • Managed and performed 400+ business valuation engagements (representing $20+ billion in aggregate values)• Advised publicly traded venture fund (I oversaw and led the fairness opinion) related to $20 million acquisition of medical device company• Performed quarterly portfolio valuations for a publicly traded venture fund. Notable holdings that I valued included: Facebook (until IPO), Twitter (until IPO), SunRun (Until IPO), Gilt Groupe (Until IPO), SolarCity (Until IPO), TapAd (Until Acquisition), Cloudera, Jawbone, Nutanix, and Roku• Served as post M&A valuation advisor on 100+ M&A transactions (purchase price allocations)• Increased annual ASC 805 purchase price allocation practice 300% (from $75,000 to $300,000+) through strategic relationships and building out internal capacity• Increased average revenue size of ASC 805 purchase price allocations 40% (from $7,500 to $10,500) by developing in-house valuation practice and streamlining processes• Managed and oversaw team of 10 analysts and senior associates• Involved with recruiting and new hire process and training of new analysts• Industry experience includes software, hardware, cleantech, fintech, social media, consumer products• Notable clients that I have advised and worked with include: Anaqua, CradlePoint, Dollar Shave Club, Poshmark, Progrexion, Slack, SkullCandy, Sprinklr, and Videology

Created coding academy to train top African students on Ruby on Rails and other highly sought after software development languages and skills

Achatina Snail Farms was created to develop a large-scale commercial snail farm in Africa. While the original plans were to implement a fully integrated facility which would include hatchery, nursery, grow out, and processing facilities, after two years the farm is still very small, with its primary goal and purpose to provide jobs for a handful of subsistence farmers in rural Ghana. I left the business in September 2013 after it became evident that that the CEO had a completely different vision and strategy than what I did. I am not at the point in my career where I want to build small "hobby type" or "side-project" businesses. If I am going to invest my time, energy, and resources, then I want to build the most profitable, sustainable business as quick as possible. Otherwise, I get board and lose interest. Key learnings / takeaways from this experience include:- Shared vision. Difficult to work towards a common goal when goals and visions of co-founders are vastly different- Implicit trust among co-founders is critical. Business will never be successful if your co-founders don't trust and respect the business decisions that you make. - Building a complementary team - When looking for co-founders / other key members of Management, look for individuals that bring a complementary skill-set to the team, not the same skill-set as what you already have. - Impossible to build a world-class organization on a shoestring budget. While I am all for lean start-up principles and keeping costs under control, you have to be willing to invest the necessary capital to to really make the business successful.

Tilapiana was an award winning social enterprise whose aim was to use a micro-franchise business model for fish farming to alleviate poverty in Africa. During my time at Tilapiana, I accomplished the following:- Finalist or Semi-Finalist in 8 different national and international business plan competitions- Designed and managed successful crowd-funding campaign to raise funds for initial pilot- Identified and selected initial micro-franchisees for pilot program- Recruited and trained in-country management team- Oversaw fundraising, operations, strategy, and business development- Handled PR efforts and got Tilapiana featured in local, national, and international new outlets and publications (including July 2011 issue of Fish Farming International)- Unreasonable Institute Finalist Business put on hold indefinitely after unsuccessful pilot and determination that business model would never be financially sustainable. Not interested in running non-profit at this point in my career. I would, however, at some point in my career like to own and be involved with a large scalar tilapia farm. Fish farming will be the wave of the future for protein.Key learnings / takeaways from this experience include:- Validate business model as rapidly and inexpensive as possible. If you are going to fail, fail fast- Customer validation is key. Design your product / service with your customer from the beginning- Infrastructure in Africa is limited. Plan on everything taking 2x as long and costing 3x as much as expected. Patience is essential

University Impact Fund (UIF) provides value-add consulting projects to leading social investment firms, impact investors, social entrepreneurs, social enterprises, innovative non-profit organizations, and foundations to identify, assist, and fund social enterprises with significant potential. Types of projects include market analysis, competitive analysis, financial analysis and modeling, business strategy, and country/regional analysis.

Student director of BYU Social Venture Competition

Researched potential BoP business models for the developing world

Provided preliminary screening / due diligence on early stage companies seeking venture / angel funding

Companies underserve the world’s poor. Although there is increasing recognition that the four billion people living on less than two dollars per day constitute an important market in aggregate, no brand has secured a leadership position dedicated to this consumer’s heartfelt ambition to build a better life. Burro™ will become that brand.Like its namesake icon, Burro will be the trustworthy, hard-working companion to the poor. Burro’s core values of Respect, Innovate, and Empower infuse its identity with aspirational relevance for people working hard to lift themselves out of poverty. Consumers throughout the developing world will come to trust Burro to deliver affordable goods and services that enhance their personal productivity. They will embrace the Burro promise – Do More™. As a consultant to the Burro founder, an award-winning entrepreneur, I was on the ground in Ghana, executing the following activities:* Developed detailed financial model and investment case for growth to profitability* Identified weaknesses in and helped to streamline the distribution process* Re-engineered company organizational structure to facilitate new aggressive growth plan

Ayllu is a social enterprise currently launching in Brazil. Ayllu provides knowledge services to social enterprises and impact investors on scaling and microfranchising.As a consultant to the Executive Director and the COO, I executed the following activities:* Developed Ayllu's financial operating model* Identified, selected, and lead a student team responsible for the creation and refinement of Ayllu's business plan* Provided strategic guidance related to overall business strategy, product offerings, financials, marketing, and business development.

• Managed 20+ valuation engagements at the staff level• Viewed as office expert for complex common stock (409A) and capital structure valuations; approached regularly by colleagues for training / advice on valuation methodologies, due diligence, and analysis techniques • Communicated with management and clients (C-level management) to execute projects and meet clients’ needs related to mergers and acquisitions, equity financing, capital structure valuations, and intellectual property litigation• Interviewed potential employees, a task normally reserved for those at the manager level and above

• Achieved highest annual ratings (top 10%) and early promotion to Senior Associate after 18 months • Developed complex excel financial models to value early-to-late stage technology companies using various approaches discounted cash flow method, market comparable method, market transaction approach, prior sale of company stock method, cost approach, and Black-Scholes option pricing method• Used contingent claims analysis, Black-Scholes, and option pricing theory to value the common stock and other complex financial securities of privately held companies (409A valuations) • Experienced in all phases on valuation engagements including marketing, industry due diligence, financial analyses, internal and external reviews, and preparation of valuation reports• Performed 50+ valuations, with an aggregate value of approximately $30.0 billion, resulting in revenue of $500,000 to the firm

• Provided valuation services to CEO of a start-up technology company which was looking to raise additional funding• Influenced CEO, based on valuation analysis, to alter proposed financing terms, resulting in more favorable (200%+) financing terms to the company and less dilution to existing shareholders