Provides Opinion & Testimony In:
Intellectial Property Valuation, valuations, finance, strategy, Merger Acquisitions, M&A, capital investment analyses, joint venture, strategic alliances,Valuation Analyst, Express Valuation, Market Compass, Valuation Review, Valuation Analysis,Estate planning, IRS Liability, Retirement funding estimates, Buy sell agreements, Buy sell insurance, Marital Dissolution, Partnership Dissolution, Corporate Dissolutions, Annual valuation of stock options, Exit planning strategy, Value maximizing strategy, Owner buy in, Owner buy out, Intellectual Property, SBA Bank loan, SBA conventional loan, due diligence, Fairness Opinions, Solvency Opinions, Negotiations business sale, business sale due diligence purchase,
Expert Witness No.1824
B.S. Finance from the University of Illinois at Urbana
MBA in Finance from the University of Wisconsin at Madison
M.S. Advertising/Integrated Marketing from Northwestern University
Accredited Valuation Analyst (AVA)
Expert No. 1824 is the President and Managing Consultant of a business in Glenview, IL and has over twenty years experience in valuations, finance, strategy and M&A. Has been involved in dozens of transactions both in the United States and Europe. Experience has included all facets of the transaction process: from valuations to due diligence to negotiations. Has conducted business valuations ranging from small companies to those with sales in the hundreds of millions. Also skilled in capital investment analyses and joint venture/strategic alliances
Prior to establishing business in 1999, Expert No.1824 was Manager of the CommPro division for Shure Incorporated. Previous to Shure, Expert No.1824 was a Director at Appliance Control Technology (ACT), a venture capital backed electronics startup. ACT grew significantly with operations in North America and Europe. ACT was an Illinois Entrepreneur of the Year. Expert No. 1824 also worked in strategy and business development at Kraft. Career started as a strategy consultant at Arthur Andersen Consulting.
Expert No.1824 is President of Forteris LLC, an investment company. Has been an investor and advisor to several early stage companies, including TouchSensor Technologies, a successful manmachine interface technology company. TouchSensor was recently profiled in the Chicago Sun Times as one of the fastest growing companies in Chicago.
Expert No. 1824 is a business instructor at Elmhurst College (Elmhurst, IL) and a public speaker on business and valuation topics to educational, professional and civic groups. President and a board member of the Chicago business mentoring organization The Big Idea Forum Expert No. 1824 work has been published in textbooks used in MBA programs worldwide.
Member of the National Association of Certified Valuation Analysts (NACVA)