Valuation Expert Witnesses

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, Actuarial, Appraisal & Valuation, Banking, Business Damages, Business Operations, Business Valuation, Dentist, Economics, Financial, Information Technology, Intellectual Property, Property Management, Real Estate, and Securities & Investments.

Michael Stokes, MBA Beta Business Consulting LLC

Scottsdale, Arizona
Economics - medical costs, present value, wrongful death, lost earnings, lost wages, economic damages, economics, cryptocurrency, valuation, securities
We specialize in bringing damages to present value including future medical costs, lost earnings, and wrongful death cases. Have worked 4 years in litigation-based economics as an expert witness. Currently working with Dr. Larry D. Stokes Ph.D - Economics. Based out of Scottsdale, Arizona - we accept clients from all states.

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, JD, 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 JD, 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 debent...

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, Property Management - 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), a licensed California real estate broker and a licensed Managing Broker in the State of Washington. He is also a member of the Forensic Expert Witness Association (FEWA). His expert witness/litigation support activities over the past 18+ years incl...

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, Survey, 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...

Gary J Mevorah

WOODLAND HLS, California
Actuarial - Actuary, actuarial, pension, defined benefit, lump sum, risk, cash balance, present value, future value, valuation, QDRO, divorce, enrolled actuary, benefits, accounting, expert witness,
Enrolled Actuary Associate of the Society of Actuaries Expertise in administration and compliance of qualified retirement plans. Accounting for pension plans.

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...

Douglas B. Laney University of Illinois, Gies College of Business

Chicago, Illinois
Information Technology, Intellectual Property - data, database, data value, information, valuation, software
Doug Laney is a best-selling author and recognized authority on data and analytics strategy. He advises senior IT, business and data leaders on data monetization and valuation, data management and governance, external data strategies, analytics best practices, and establishing data and analytics organizations. Doug’s book, Infonomics: How to Monetize, Manage, and Measure Information for Competitive Advantage, was selected by CIO Magazine as the “Must-Read Book of the Year” and a “Top 5 Books for Business Leaders and Tech Innovators.” Now the Data & Analytics Strategy Innovation Fellow with the consulting firm West Monroe, previously Doug was a Distinguished Analyst with Gartner’s Chief Data Officer research and advisory team and was a three-time Gartner annual thought leadership award recipient. In addition, he launched and managed the Deloitte Analytics Institute, is a Forbes contributing writer and has been published in the Wall Street Journal and the Financial Times among other...

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...

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...

Ed Hannon, CFA Alternative Strategy Institute

Mahwah, New Jersey
Financial, Securities & Investments - Hedge Fund, Hedge Funds, Investment, Fixed Income, Stock, Bond, Managed Futures, Fiduciary, MBS, Securities, Long/Short Equity, Fund of Funds, Funds of Funds, Risk Management, Valuation, Pricing, Trading, Operational Risk, Investment Risk, Commodities
Ed Hannon, CFA uses his decades of top-tier experience as a portfolio manager, trader, and alternative investments and manager due diligence expert to provide expert testimony and consulting services. He has provided expert reports and testimony before the American Arbitration Association and others involving hedge fund arbitrage, mortgage-backed securities valuation, and insurance damages. Ed specializes in equity, fixed income, and hedge fund investment strategies emphasizing arbitrage strategies such as long/short equity, managed futures, fixed income, credit, and convertible bond arbitrage. He is also an expert in investment strategies involving esoteric and illiquid securities such as MBS, ABS, and CLO securities. Ed consults hedge funds and traditional investment management clients on investment strategy, manager selection, and operational process optimization. He was Head of Hedge Fund Investment Due Diligence, Manager Selection, and Operational Due Diligence at Stamos ...

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...

Howard B Brownstein, CTP The Brownstein Corporation

Conshohocken, Pennsylvania
Business Operations, Business Valuation - Bankruptcy, Restructuring, Valuation, Distress, Turnaround Management, Crisis Management, Corporate Governance, Banking/Lending, Finance, Investment Banking, Business Practices, Fraud, Risk Management, M&A
Howard Brownstein is a nationally-known turnaround and crisis management professional, and is the President of The Brownstein Corporation, which provides turnaround management and advisory services to companies and their stakeholders, as well as investment banking services, fiduciary services, and litigation consulting, investigations and valuation services. He has extensive experience in valuing businesses, obtaining financing, and selling businesses. He serves as Financial Advisor to Debtors, lenders and Creditor Committees in bankruptcy proceedings, and as a litigation expert in several cases including the landmark Merry-Go-Round bankruptcy. Mr. Brownstein served as Chief Restructuring Officer in U.S. Mortgage, a $138 million mortgage fraud, and as Plan Administrator in Montgomery Ward LLC, the largest retail liquidation in history. Mr. Brownstein has been involved in the above activities for over 30 years. Mr. Brownstein regularly serves as an independent corporate board ...

Nonna Sorokina, Ph.D.

Lehigh Valley, Pennsylvania
Economics, Financial - Audit, Banking, Breach of Contract, Business Interruption, Compliance, Data Analytics, Divorce, Economic Damages, Employment Discrimination, Income Loss, Lost Earnings Profits Wages, Real Estate, Financial Regression Analysis, Risk Management, Statistical Analysis, Valuation, Wrongful Termination
Dr. Nonna Sorokina is a professor at the Pennsylvania State University. She holds a PhD in Finance and Applied Statistics. Her financial industry and consulting career of 25 years is complemented by more than 10 years of academic research and teaching. During the last 6 years, Dr. Sorokina consulted legal professionals on a variety of issues. Her core professional experience includes data analytics, valuation of cash flows, and risk modeling. Specific area of her banking expertise is in residential real estate lending, including loan product development, pricing, securitization, hedging, trading, advanced quantitative analysis, model validation, and compliance with audit and regulatory requirements/findings. Dr. Sorokina’s research interests span multiple topics related to bank stability, capital structure, organizational form decisions, various aspects of bank risk management and performance as well as selected topics in investments with a special attention devoted to advanced qua...

Theodore G Phelps FVLS Consultancy

Spokane, Washington
Business Valuation, Business Damages - Fraud, Forensic Accounting, Divorce, Partnership Dispute, Shareholder Dispute, Minority Shareholder Oppression, Dispute Resolution, Corporate Investigation, Dissolution, Valuation, Damages, Expert Testimony