Valuation Expert Witness

Listings

Valuation expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on valuation. The valuation expert witness listings on this page are typically from fields/areas of expertise such as: Accounting, Appraisal & Valuation, Banking, Business Damages, Business Operations, Business Valuation, Dentist, Economics, Financial, Intellectual Property, Oil and Gas, Premises Liability, and Real Estate.

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Weston Anson, MBA CONSOR

La Jolla, California
Intellectual Property, Appraisal & Valuation - Intellectual Assets, Trademarks, Patents, Copyright Licensing, Valuations, Branding, Licensing, Intellectual Property Valuation, Consumer Goods Valuation
Mr. Anson is a world renowned IP expert with testifying experience in the United Kingdom, Europe, and in state, federal, tax, bankruptcy and probate courts in the US; as well as in arbitration and mediation. In trial testimony, multiple depositions, and numerous rule 26 reports, his expertise has been established and reaffirmed. Litigation clients include roughly half of the largest 100 US law firms. Notable cases range from the largest trademark jury award in history to adidas of $304.6 million, to the successful litigation of Woody Allen vs. American Apparel: a $5 million settlement in a right of privacy and publicity case, as well as Upaid Systems: a $70 million settlement in computer / telecom patent case. In addition Mr. Anson has been involved in other famous cases, such as the landmark Jesse Ventura case in which the eighth circuit court of appeals noted “Anson's qualifications are quite impressive, and certainly more so than those of some experts whose testimony this co...

Robert Bates, CPA, CFO, CVA, CFE

san francisco, California
Accounting, Financial - Business Litigation, Due diligence, Forensic accounting, Fraud investigations, Litigation support, Lost earnings, Valuation, CFO, CPA, Bankruptcy, Acquisitions
Bob Bates is a CPA, CFE, CVA and CFO and has worked with dozens of lawyers on over 50 cases in various states. Sometimes he provides financial support for a client in litigation, or pre-litigation, and other times he provides a report, such as a damages calculation, which can be used in litigation. He also has experience providing testimony in depositions and trials. Unbiased Case Analysis Discovery Review & Recommendations High-Impact Demonstrative Exhibits Strategy and Tactics Conferences Damage Calculations Cash Flow Analysis Reports Profit and Loss Analysis Commercial damages, business interruption and lost profits He has been involved in depositions/interrogatories and testifying with multiple court cases including: Embezzlement-2009 Discovered $300k fraud/consultant for counsel Massachusetts Creditor-2013 NY. $1.6m debentures, usury/breach Creditor-2013 NY. $1.7m debentures, usury/breach Creditor-2013 LA, CA $1.7m debentures Creditor-2012 Orange County, CA. $400k debentures...

Sidney P Blum, CPA, CFE, CFF, CPEA FLARE

Los Angeles and San Francisco , California
Business Damages, Intellectual Property - Damage, Economic Damage, Accounting, Intellectual Property, DMCA, Patent, Copyright, Trademark, Royalty Audit, Fraud, False Advertising, Valuation, Breach of Contract, Wrongful Termination, Employment Law, Brands, Complex Business Litigation, Personal Injury, Lost Profits, Unjust Enrichment, Music
LEADING ECONOMIC DAMAGES, IP, ROYALTY AUDIT, BREACH OF CONTRACT EXPERT. "the Expert's Expert". Leading testifying forensic expert on financial damages in litigations for intellectual property, general damages, breach of contract, misappropriation of trade secrets, unfair competition, licensing disputes, reasonable royalty rates, lost profits, fraud, & royalty auditor competence. His 30+ years experiences includes corporate and as an in-charge KPMG Partner. He was the Chief Audit Officer of Beats (now Apple). Author of two books on contract financial language and auditing (Oxford University Press & LexisNexis). His well-written grounded reports are cited as best examples by judges. Economic Damages Mr. Blum has been a damages expert on more than 100 federal and state cases. Cases include complex litigation, intellectual property (patents, copyrights, trademarks, false advertising, royalty auditor competence, fraud, DMCA), wrongful termination, construction defect, internet, marketi...

Kaycea T Campbell, PhD

San Pedro, California
Economics, Business Damages - Personal Injury, Wrongful Death, Employment, discrimination, Wages, Hours, Loss of Business Profits, Healthcare Loss Analysis, civil litigation, finance, business valuation, economics, statistics, valuation, accounting, and trademark/patent infringement damages.
As an experienced career Economist specializing in economic theory, analysis and policy, Long Beach, California-based Kaycea is an educator with extensive training in economics. With a Ph.D. degree in Economics and Management, Campbell is also an experienced researcher whose analyses have been published in authoritative journals. Kaycea has been teaching for over ten years and has taught undergraduate and graduate level courses in economics. Kaycea is a tenured Associate Professor at Pierce College, teaching Microeconomics, Macroeconomics, and related Economic Theory courses as required. She is also the Department Chair for a division housing the disciplines of Political Science, Economics, Administration of Justice, and Chicano Studies. She also teaches economic courses at other colleges within the Los Angeles Community College District (Mission College and West Los Angeles College). She also serves as an Adjunct Assistant Professor of Economics at the University of La Verne...

Steven D. Epcar, CPM S.D. Epcar & Associates

GRANITE BAY, California
Real Estate, Real Estate - Expert in real estate and property management issues, including residential, commercial, retail, HOA, hotel, mixed-use properties. Litigation support includes standard of care, partnership conflict, brokerage/leasing, landlord/tenant, valuation, premises, rent control, life/safety and environmental.
Mr. Epcar is experienced in real estate management organizational/profitability assessments. His extensive background includes the successful development and operation of "best in class" real estate management and consulting organizations. He has extensive experience in multi-family, commercial, retail, condominiums, hotels, mixed-use asset operations, renovations and marketing. In addition he has provided project management, investment feasibility and due diligence services as well as marketing/branding for business development and expansion. His background also includes significant real estate development services, commercial leasing and Tenants-In-Common/1031 exchange investments. Mr. Epcar is a Certified Property Manager (CPM), and a licensed California real estate broker. He is also a member of the Forensic Expert Witness Association (FEWA). His expert witness/litigation support activities over the past 16+ years includes engagements on behalf of both Plaintiff and Defen...

Eric Forister, PhD Econ One Research, Inc.

Los Angeles, California
Economics, Business Damages - Damages, Lost Profit, Reasonable Royalty, False Advertising, Consumer Fraud, Class Certification, Class Action, Market Power, Market Definition, Patent, Surveys, Valuation.
Dr. Eric Forister is an expert economist with testifying experience on market definition, market power, and damages. His expertise includes applying advanced statistical techniques to datasets, synthesizing information from documents, and designing and evaluating surveys. He focuses on relevant questions to tackle complex issues with an efficient and effective style of communication. Dr. Forister also has extensive experience consulting on issues including royalty rates, irreparable harm, sampling, survey design, common impact, and materiality. He is a Senior Economist at Econ One and can be reached for more information upon request. Learn more at www.econone.com/staff-member/eric-forister.

Jay Grossman, DDS

Brentwood, California
Dentist - Over 850 cases reviewed 52% plaintiff / 48% defense, Dental Malpractice, Implants, Crowns, Root Canal, Veneers, Periodontics, standard of care, cosmetics, lasers, extractions, nerve damage, valuation, informed consent, antibiotic coverage, TMJ, orthodontics including Invisalign, treatment planning
Dr. Jay S. Grossman was accepted to NYU College of Dentistry at the age of 19. After completing a residency in Advanced Education in General Dentistry, also at NYU, he joined the Navy and completed a tour of duty as a Lieutenant in the Dental Corp where he received the National defense service medal, was written up by the military in major magazines as the poster boy for recruitment due to his non-profit Homeless Not Toothless. He has received letters of commendation from President Obama, the Secretary of the Navy and numerous members of Congress. Since 1991 he started his own practice in Brentwood, California, and has been practicing there ever since, with over 13,000 patients in his practice. As a dental expert, he has been involved in over 700 dental malpractice, peer review and injury cases, deposed over 100 times, appeared in Superior Court over 50 times and never been disqualified. He is averaging 52% for the plaintiff and 48% for the defense and spends at least 95% of his ti...

Daniel M Reser, JD Fiduciary Services, Inc.

San Rafael, California
Financial - Independent Fiduciary, Corporate Retirement Plans, ERISA, ESOP, Trusts, Benefits,Mergers,Acquisitions,Valuation, Fiduciary Duty
Mr. Reser has been a corporate fiduciary for securities and reorganization transactions as well as trustee and custodian of retirement plans for over 30 years. Much of this time was as an officer of large national and international banks. Since 2003 he has served as the President of Fiduciary Services, Inc. (“FSI”), a registered investment advisor located in San Rafael, California. Mr. Reser and FSI focus on providing trustee and fiduciary services for transactions and ongoing administration related to Employee Stock Ownership Plans or ESOPs. An ESOP transaction involves purchasing company stock from business owners who are looking for an exit or liquidity plan for their businesses where the shares are placed in a trust for the employee/participants. There can be significant tax and incentive advantages for selling to and maintaining an ESOP owned company. Besides holding an undergraduate and law degree from Southern Methodist University Mr. Reser graduated from the UCLA John ...

Deepa Sundararaman, CPA, MBA Berkeley Research Group

Washington, District Of Columbia
Business Damages, Intellectual Property - Accounting, Valuation, Economics, Financial, Dispute Resolution, Damages, Breach, Patent, Trademark, Trade Secret, lost profits, reasonable royalties, unjust enrichment, Section 337 matters, ITC, International Trade Commission
Deepa Sundararaman focuses her practice in the areas of intellectual property and commercial litigation matters. She has significant experience performing complex financial and accounting analyses in quantification of damages. Her experience includes disputes brought to federal courts and matters brought before the US International Trade Commission (ITC); and covers a range of disputes involving breach of contract, intellectual property, including allegations of patent, trademark infringement and misappropriation of trade secrets. Ms. Sundararaman has evaluated and quantified damages involving lost profits, reasonable royalties, and unjust enrichment. At the ITC, she has analyzed economic and financial issues in Section 337 investigations related to public interest, domestic industry, commercial success, remedy, cease and desist, and calculation of the appropriate bond rate. Her experience spans industries including semiconductors, pharmaceutical products, medical devices, toys, de...

William Redpath, ASA, CFA, CPA/ABV Summit Ridge Group

Chicago, Illinois
Appraisal & Valuation, Business Damages - Valuation, Economic Damages, Broadcasting, Media and Entertainment, Telecom, Cable & Satellite, Communication Infrastructure
William “Bill” Redpath is a Managing Director at the firm. He is a skilled appraiser with over three decades of experience valuing companies and assets in the broadcast, media, and telecom industries. He heads the Chicago office of Summit Ridge Group. Before joining Summit Ridge Group, Bill worked for nearly 35 years at BIA Advisory Services, LLC where he completed hundreds of fair market valuations, purchase price allocations for financial reporting and tax reporting purposes, and nearly 100 litigation support projects. Bill previously was a Senior Financial Analyst at NBC and an Internal Auditor at ABC (both in New York), Assistant Financial Manager at WISH-TV, Indianapolis, and a Staff Auditor at Arthur Andersen & Co. in Cincinnati. Bill holds an active Certified Public Accountant (CPA) license (Virginia) and is a Chartered Financial Analyst (CFA), an Accredited Senior Appraiser (ASA) in Business Valuation in the American Society of Appraisers, and holds the Accredited in Busin...

Jonathan Stern, MBA, M.Arch, LEEP AP, PMP Cornerstone Real Estate Consulting

Baltimore, Maryland
Real Estate, Financial - banking, financial analysis, underwriting, asset management, debt, equity, real property, valuation, development, construction, architecture
Jonathan Stern is an expert in real estate financial analysis, economic feasibility, and development planning - having worked and consulted on projects valued at up to $500 million for global developers, private investors, Fortune 500 companies, national financial institutions and public agencies. Mr. Stern has worked as a commercial real estate loan officer with Bank of America, real estate strategist at global architecture and engineering firms, and capital projects manager for the U.S. Federal government. Mr. Stern has dual MBA / Master of Architecture degrees from Washington University (in St. Louis) and is uniquely positioned to opine and advise clients on matters relating to the development feasibility of real estate projects, as well as the economic impacts, financing, investment returns and industry standards. Notably, Mr. Stern provided expert witness services and testimony to nationally renowned DC-based law firm Covington & Burling, in 2018 and 2019, providing expert...

Jay Grossman, DDS

Nevada
Dentist - Over 850 cases reviewed 52% plaintiff / 48% defense, Dental Malpractice, Implants, Crowns, Root Canal, Veneers, Periodontics, standard of care, cosmetics, lasers, extractions, nerve damage, valuation, informed consent, antibiotic coverage, TMJ, orthodontics including Invisalign, treatment planning
Dr. Jay S. Grossman was accepted to NYU College of Dentistry at the age of 19. After completing a residency in Advanced Education in General Dentistry, also at NYU, he joined the Navy and completed a tour of duty as a Lieutenant in the Dental Corp where he received the National defense service medal, was written up by the military in major magazines as the poster boy for recruitment due to his non-profit Homeless Not Toothless. He has received letters of commendation from President Obama, the Secretary of the Navy and numerous members of Congress. Since 1991 he started his own practice in Brentwood, California, and has been practicing there ever since, with over 13,000 patients in his practice. As a dental expert, he has been involved in over 700 dental malpractice, peer review and injury cases, deposed over 100 times, appeared in Superior Court over 50 times and never been disqualified. He is averaging 52% for the plaintiff and 48% for the defense and spends at least 95% of his ti...

Michael B Vaughn Golden Age Advisory, LLC

Las Vegas, Nevada
Financial, Real Estate - Mortgage, Skilled Nursing, Assisted Living, HUD FHA, Multifamily, Commercial Real Estate, Seniors Housing, Partnerships, Suitability, Valuation, GSA, EB5
Expert on issues related to commercial mortgage banking, real estate partnerships and investment suitability, Valuation of closely held businesses and partnerships. Seniors Housing including Independent Living, Assisted Living, Skilled Nursing Facilities, Continuing Care Retirement Communities, HUD FHA Multifamily, Healthcare, Public and Section 8 Housing, EB5 Investments, residential Cooperatives,. Expert Witness experience includes financial and document analysis, report preparation, deposition, assistance in deposition and cross examination of opposing witnesses, and Federal and State Supreme Court testimony . Mr. Vaughn served as Director of the Office of Residential Care Facilities, part of the Office of Healthcare Programs in the Office of Housing in the Department of Housing and Urban Development. Mr. Vaughn was directly responsible for origination and asset management activities related to the $20 billion portfolio of Section 232 Insured Mortgages on Skilled Nursing and As...

Michael J. Garibaldi, CPA,ABV,CFF,CGMA Garibaldi Group

Garden City, New York
Business Valuation, Accounting - Appraisal, Valuation, Forensic Accounting, Business Damages, Fraud, Business Operations, Financial, Economics, Management, CPA, Accountant, Tax, Business Divorce, Appraisal & Valuation

Michael B Vaughn Golden Age Advisory, LLC

New York
Financial, Real Estate - Mortgage, Skilled Nursing, Assisted Living, HUD FHA, Multifamily, Commercial Real Estate, Seniors Housing, Partnerships, Suitability, Valuation, GSA, EB5
Expert on issues related to commercial mortgage banking, real estate partnerships and investment suitability, Valuation of closely held businesses and partnerships. Seniors Housing including Independent Living, Assisted Living, Skilled Nursing Facilities, Continuing Care Retirement Communities, HUD FHA Multifamily, Healthcare, Public and Section 8 Housing, EB5 Investments, residential Cooperatives,. Expert Witness experience includes financial and document analysis, report preparation, deposition, assistance in deposition and cross examination of opposing witnesses, and Federal and State Supreme Court testimony . Mr. Vaughn served as Director of the Office of Residential Care Facilities, part of the Office of Healthcare Programs in the Office of Housing in the Department of Housing and Urban Development. Mr. Vaughn was directly responsible for origination and asset management activities related to the $20 billion portfolio of Section 232 Insured Mortgages on Skilled Nursing and As...

Nancy D Terrill, MBA, CTP Inglewood Associates

Fairport Harbor, Ohio
Banking, Business Damages - lender liability, foreclosure, banking standards, banking regulation, bankruptcy, receivership, fiduciary duty, fraud, insolvency, mergers and acquisition due diligence, quality of earnings, valuation and damages
Nancy D. Terrill is a former Banking Executive with over twenty-five years of progressive lending and management responsibility with a regional bank and a money center bank. Her Banking expertise was built in Commercial Lending. Ms. Terrill spent 15 of her 25 year banking career in the Special Assets Division working on resolution of the problem loan portfolio. During that time, she was involved in hundreds of litigation matters including foreclosure and other collection litigation, bank fraud matters and lender liability cases. She progressed to the level of National Manager of the Special Assets Division of KeyBank NA where she had management responsibility over 130 employees serving a loan portfolio of $3 billion at the peak. Since then she has worked for a major public accounting firm (transaction due diligence work) and Turnaround/Restructuring firms, providing consulting advice to underperforming companies. In addition, over the past 10 years since leaving banking, Ms. Te...

Ajey Chandra, PE Muse, Stancil & Co.

Addison, Texas
Oil and Gas, Business Operations - Gas Processing, Gas Plants, Pipelines, Midstream, Operations, Market Analysis, Financial Analysis, Contracts, Gas Plant Auditing, Valuation, International Energy Industry, Litigation Support, Strategy
Mr. Chandra is an accomplished executive with extensive experience in multiple facets of the international energy industry. Specializing in litigation issues, major project development and both business and tax valuation. In addition, he is a noted presenter teaching engineers technical gas processing and leadership skills to both profit and non-profit organizations.

Timothy Carpenter, PhD Carpenter Financial, LLC

Roanoke, Virginia
Economics, Financial - Forensic Economics, Financial Consulting, Valuation, Economic Loss, Damages, Personal Injury, Life Care, FELA, Medical Malpractice, Wrongful Death, Wrongful Termination and/or Discrimination, Divorce, Business Interruption
Dr. Tim Carpenter is an Assistant Professor of Finance at Roanoke College with over 10 years of teaching experience covering topics including Corporate Finance, Investments, Valuation, Forensic Economics, and more. He is qualified as an expert in Forensic Economics in the state of Virginia and has worked on a variety of case types including: personal injury (including FELA cases and life care plan valuation), medical malpractice, wrongful death, wrongful termination and discrimination, divorce (including spousal support calculations, asset valuation, and business valuation), and business interruption. While his current casework comes primarily from Virginia, he is happy to accept cases outside the state as well.

Jeffrey A Goldshine, CPM Goldshine Management Consulting, LLC

Dumfries, Virginia
Real Estate, Premises Liability - Experienced in multifamily property management and real estate, Litigation support includes property management operations, standards of care, life/safety, risk and security issues, fair housing, leasing and marketing, resident screening, property inspections, partnership disputes, and valuation.
Jeff Goldshine, Principal of Goldshine Management Consulting, LLC is a Certified Property Manager, (CPM) and an accomplished multifamily executive who has led and created property management companies over the last 30 years. He has achieved a successful track record of the creation and enhancement of start-up property management companies resulting in exceeding financial expectations and the creation of positive work cultures. He specializes in maximizing the value of real estate and its people, and is known in the industry as a proactive visionary and proponent of new multifamily products and solutions. Jeff brings a perspective based on facts, industry norms, and experience to his role as an expert witness. As a hands-on senior executive, he provides a unique "both sides of the desk" outlook as a result of his experience representing both owner managed and third party managed organizations, in addition to serving as an asset manager. His experience spans the industry: property ma...