Leading financial advisor, financial trainer, and expert witness. Award-winning scholar, writer, lecturer, and trainer. Served more than 750 domestic and overseas clients of all sizes in a wide range of industries. Testified as an expert witness on more than 125 occasions since 1980 in courts and arbitrations throughout the U.S. Taught more than 400 CFA review programs throughout the U.S., as well as in Europe and Asia. Delivered lectures and seminars in more than 60 cities throughout the U.S., and more than 20 countries on 5 continents outside the U.S. 40+ years experience in mergers & acquisitions, valuations, bankruptcy & insolvency, due diligence, forensic accounting, and measurement of financial damages. Served boards of public, nonpublic, and professional organizations as member or advisor. Author of numerous books, articles, and professional training manuals. Audios and videos of lectures and seminars have been made available for commercial sale by leading professional and educational organizations.Specialties: Professional fields of expertise include valuations of businesses, securities, and intangible assets (performed more than 5,000 valuations); mergers & acquisitions (ranging in size from < $1MM to > $100 billion); turnarounds, workouts, and bankruptcy; financial forecasting; and litigation-support services. Most active CFA trainer in the world over the past 25 years. Professional designations earned: CPA, CFA, CFE, CFF, CFP, CIRA, CMA, CPA/ABV, CTP, CDBV
Listed skills include Valuation, Mergers And Acquisitions, Corporate Finance, Business Valuation, and 46 others.