I specialize in the valuation of equity and fixed income securities, enterprise valuations, portfolio valuations of illiquid securities (ASC 820), and intangible asset valuations for mergers and acquisitions, financial reporting, estate and gift tax planning, and corporate tax and strategic planning purposes. I advise clients in a variety of industries, with strong experience in the retail, consumer packaged goods, food service, and industrial distribution industries.

Specialties:
-Fairness opinions
-Solvency & capital adequacy opinions
-Valuation of family-owned or privately-held businesses
-Purchase price allocations (ASC 805)
-Goodwill and asset impairment studies (ASC 350 & ASC 360)
-Common stock valuations (409A)
-Portfolio valuation for alternative asset investors (private equity and hedge funds)