Peter Wilhelm Email & Phone Number

Chicago, Il, Us

Boston, Massachusetts, Us

Boston, Massachusetts, Us

Boston, Massachusetts, Us

Boston, Massachusetts, Us

Chicago, Il, Us

Chicago, Il, Us

• Provide a conclusion of value for licensable intellectual property (IP) and privately-held businesses regarding a variety of purposes including IP-related litigation, transaction due diligence, license negotiations, strategic decision-making, and collateral-backed debt capital infusion• Design top-down and bottom-up financial models• Write detailed IP and business enterprise valuation reports• Perform internal quality control review of draft reports and analyses• Work with project teams of varying size while operating under tight deadlines

Buffalo Grove, Illinois, Us

• Aided in the development of all valuation reports up to and including peer review analysis of various financial calculations and report content, as well as training and supervising junior-level analysts• Maintained all responsibilities of a business valuation analyst as detailed below

Buffalo Grove, Illinois, Us

• Provided a conclusion of value for small and mid-sized closely-held businesses within the United States and Canada for various purposes such as estate tax planning, gift taxation, M&A, strategic exit planning, shareholder buy-out, and third-party or related-party sale, among others• Applied the Income, Asset (Cost), and Market Approaches, utilizing financial models such as NPV analysis, DCF, replacement cost, and comparable company transaction methods• Assessed various levels of industry and company-specific risk via Duff & Phelps/Ibbotson build-up methods, in addition to the application of CAPM and WACC, when necessary• Built and analyzed financial projections • Performed economic and industry research, examining public and private sector operating performance• Analyzed, normalized, and adjusted financial statements• Interviewed key managerial personnel (business owners, board members, partners, CEOs, etc.) via verbal and written correspondence on a daily basis• Responsible for the completion of more than 200 business valuation reports• Directed project teams and collaborated with a range of colleagues, including upper management

Manipulated Morning Star Principia to conduct market and mutual fund research; worked closely with mutual fund companies; managed mutual funds; wrote office user manual for the Morning Star Principia program. Assigned projects periodically such as: preparation of client quarterly reports and updating spreadsheets of various client investment portfolios; balancing and auditing cash receipt and cash disbursement transactions between lending companies; analysis and comparison of the Federal Funds Rate and market indicators in relation to stock indices. Used general office skills to prepare correspondence and speak with other professionals.