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Valuation Analysis & Forensic Accounting: Divorce, Bankruptcy, Fraud, Partnership Disputes, and Economic Damages
Expert is a forensic accountant and valuation analyst experienced in assisting with matters involving divorce, bankruptcy, fraud, partnership disputes, and economic damages. He performs business valuations for litigation matters, transaction planning, employee stock ownership plans, and estate and gift tax…
Real Estate, Banking, Bankruptcy
Over 45 years of real estate finance, workout, capital markets, development, property operations and expert testimony experience serving a broad spectrum of clients including regional and national law firms, large banks, insurance companies, real estate hedge funds, and real estate…
Commercial Real Estate, Retailing (especially Supermarkets, Drug Stores), Strategy, Bankruptcy
Expert has over 35 years of experience managing a major supermarket chain's real estate and currently advise major retailers on all real estate related issues. His experience senior level positions in real estate, site location research, finance, M&A, strategic planning,…
Bankruptcy Preference Actions, Business Credit and Collections, and Cash Flow Management Improvements
Expert was certified by N.A.C.M. to serve as an expert witness in a Bankruptcy Preference Action and re-certified. His expert testimony in court resulted in an Italian manufacturer winning a bankruptcy preference action filed against them for nearly $300,000 resulting…
Banking, Lender Liability, Bank Policies and Procedures, Bank Regulations, Fraud, and Bankruptcy
Expert is a native of California. After graduating with a B.S. degree in Animal Science from the University of California, Davis, in 1975, he began his banking career with Crocker Bank as an Agricultural Loan Officer Trainee in Fresno, California.…
Finances & Financial Planning Forensics, Real Estate Disputes, Bankruptcy Litigation, etc.
Over 35 years of hands-on experience as a financial and real estate consultant to various title companies, corporations, CPA's, attorneys, partnerships, credit unions, non-profit organizations and individuals. For the last 25 years, major focus has been in individual fee financial…
Real Estate: Brokerage, Class \’B\’ Contracting, Remodeling, Damage Assessment, and Risk Management
Expert is licensed as a General “B” Contractor since 1989, and has worked on numerous projects, mostly in the realm of a remodeling perspective. His focus has been on kitchen and bathroom remodels, opening up rooms, moving electrical and plumbing,…
Wine and Wine Valuations
FORBES and Robb Report recognized Wine Appraiser, Expert Witness, Certified Sommelier, Founder of an elite wine and sommelier services firm, and the creator of a Master Class in this field. Serves as a writer, speaker, and educator specializing in wine,…
Management Consulting, Project Management, Financial Planning and Analysis, and ESG
Experienced strategy and transformation consultant with a broad career working for diverse business segments and in management consulting firms. Solid experience in business planning, strategy and implementation. Has also advised on corporate and business strategy, business case development and PMO…
Financial Risk Management, Risk, Governance, Regulatory Change Management, Financial Services, and Financial Literacy Coaching and Teaching
A financial services executive, Expert specializes in the development and implementation of enterprise risk management and governance frameworks. She advises companies on aligning mission and strategy with operating models and controls. She also troubleshoots and remediates operational and regulatory issues.…