Expert Details
Automotive Dealership Valuation; Ownership, Franchise and Warranty Matters; and Settlement and Damages Valuations
ID: 733523
Minnesota, USA
- President of a valuation and succession planning firm serving closely held businesses and their owners.
- President of a dealership profitability consulting firm.
Expert’s experience includes:
- Seven years as Chief Financial Officer for a well-respected Top 50 dealership group known for its world class customer experiences and business processes.
- Nineteen years with an accounting firm including roles as shareholder, Chief Operating Officer, and Director of Business Valuation and Litigation Support Services.
- Consulting work for hundreds of companies in an array of industries including but not limited to: retail dealership, casualty insurance, distribution, manufacturing, construction, insurance, reinsurance, service, non-profit, bank, retail, tool and die, technology, trucking and warehouse.
Expert is a CPA, MBA and has professional accreditations including:
- Accredited in Business Valuation (ABV) from the American Institute of Certified Public Accountants (AICPA)
- Accredited Senior Appraiser in Business Valuation (ASA-BV) of the American Society of Appraisers
- Certified in Financial Forensics, AICPA (CFF)
Expert’s expertise leverages both his professional and hands-on industry experience as a Chief Financial Officer for a $500 million dollar business. Expert’s expertise and experience includes buying, selling and integrating of businesses; managing businesses; succession planning, business and intangible asset valuation for strategic transactions; income, gift and estate tax; owner transactions and litigation purposes.
Expert is a qualified expert witness with experience in complex business litigation, economic damages calculations, business valuation and intangible asset valuation. Recently, Expert was a valuation expert in the greater than $100,000,000 damage award class action cases.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1981 | Degree: BA | Subject: Accounting and Business | Institution: Wartburg College |
| Year: 1988 | Degree: MBA | Subject: Finance | Institution: University of Minnesota |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2008 to Present | Employer: Undisclosed | Title: President | Department: |
Responsibilities:Valuation, Business Succession Planning and Litigation Support professional firm. |
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| Years | Employer | Title | Department |
| Years: 2010 to 2017 | Employer: Automotive Development Group Capital and Consulting, LLC | Title: President | Department: |
Responsibilities:Dealership consulting firm focusing on dealership profitability consulting, valuations and dealer succession planning. |
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| Years | Employer | Title | Department |
| Years: 2000 to 2008 | Employer: Walser Automotive Group | Title: CFO | Department: |
Responsibilities:Seven years as Chief Financial Officer for a well-respected Top 50 dealership group known for its world class customer experiences and business processes. |
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| Years | Employer | Title | Department |
| Years: 1981 to 2000 | Employer: Wilkerson, Guthmann + Johnson, Ltd | Title: COO | Department: |
Responsibilities:19 years with an accounting firm including roles as shareholder, Chief Operating Officer, and Director of Business Valuation and Litigation Support ServicesConsulting work for hundreds of companies in an array of industries including but not limited to: retail dealership, casualty insurance, distribution, manufacturing, construction, insurance, reinsurance, service, non-profit, bank, retail, tool and die, technology, trucking and warehouse. |
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