• Certified Public Accountant, 1983
• Certified Valuation Analyst, first in Texas to earn the designation, 1994
• Certified in Mergers & Acquisitions, Alliance of Merger & Acquisition Advisors, 2001
• Certified Fraud Deterrence Analyst, 2004
• Member, National Association of Certified Valuation Analysts (NACVA) Executive Board, 1994 - 1997
• Appointed to the Government Valuation Analyst Board by the Executive Advisory Board, 1997 - Present
  • Chairman, IRS Certification for Business Valuations, which supervises the accreditation &
  • continuing education of government officials (IRS) in the business valuation field, 1999 - 2001
• Chairman, CPA's Litigation Support Committee, Houston Chapter, 1997 - 1999
• President, NACVA State Chapter, 1996 - Present
• Member, Exam & Grading Committee, NACVA, 1998 - Present; Chairman, 1998 - 2000
• Outstanding Member Award, NACVA, 1995
• Outgoing Executive Advisory Board Member, NACVA, 1997
• Member, Certification Exam Grading Team, NACVA, 1995 - Present
• BS, University of Houston, 1979
• Business Valuation, 250+ companies, 1985 - Present

• Determination of value & economic damages & advice to litigants & legal counsel involving issues such as:
  • wrongful termination
  • business interruption
  • breach of contract
  • patents, trademarks
  • covenant not to compete
  • estate & gift tax valuations
  • family limited partnership valuations
  • buy-sell & merger & acquisitions
  • divorce property division
• Engagements have involved:
  • construction
  • manufacturing
  • medical practices
  • accounting practices
  • financial institutions
  • retail businesses

Other areas include damage calculation for lost earnings, lost profits, pension valuation tax research, planning & preparation, corporate reorganizations, computerized modeling & analysis, economic, financial, operational & management consulting for small to medium-sized businesses & litigation support services.

• Lender Liability
• Business interruption for retail establishments resulting from fire damage
• Loss of business value in contract dispute
• Lost profits resulting from software theft
• Business interruption for professional practice resulting from tropical storms
• Damage calculations in a DMSO contract dispute
• Lost profits in dispute over proprietary software contract dispute / trade secrets
• Lost profits from eminent domain
• Lost profits in cancellation of lease contract
• Value of businesses for divorces
• Value of business for dissenting shareholder disputes
• Damage calculation for dispute in sale of company
• Damage calculation for wrongful termination
• Tracing of assets
• Lost wages resulting from personal injury
• Tax evasion, kiting, lapping, fraudulent loans, mail fraud
• Have testified in:
  • Bankruptcy Court
  • Texas State District Courts
  • Texas County Courts