Profile

Biography

Organizations

Staff
New Value, LLC
Newtown, PA

Credentials Held

ABV - Accredited in Business Valuations Credential, CFF - Certified in Financial Forensics Credential, CGMA - Chartered Global Management Accountant Desi

CPA Licenses Held

Education

Areas of Expertise

Advisory/Consulting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Forensic and Valuation Services
   Bankruptcy & Reorganization
   Business Economic Damages
   Electronic Data Analysis
   Employee Stock Ownership Plans (ESOPs)
   Engagement Planning & Preparation and Information Gathering & Preservation
   Expert Witness Testimony
   Fair Value for Financial Reporting
   Family Law & Divorce
   Financial Instruments
   Financial Statement Misrepresentation
   Fraud Prevention, Detection, & Response
   Gift & Estate Income Tax, FLPs & LLPs
   Individual Damages
   Intellectual Property Valuation & Infringement
   M&A Due Diligence & Stakeholder Dispute Resolution
   Practice Management
   Report Preparation
   Valuation Methods, Approaches, and Analysis
Industry
   Agriculture, Forestry, Fishing and Hunting
   Arts, Entertainment and Recreation (including Gaming)
   Auto Dealerships
   Broker/Dealers
   Construction
   Depository and Lending Institutions
   Government and Public Sector
   Health Care and Social Assistance
   Insurance Life & Health
   Insurance Property and Liability
   Investment Companies
   Manufacturing
   Media Communications and Information
   Mining, Quarrying, and Oil and Gas Extraction
   Not-for-Profit
   Professional, Scientific and Technical Services (including Business Services)
   Real Estate and Rental and Leasing
   Transportation and Warehousing
   Utilities
   Wholesale and Retail Trade
Management Accounting
   Business Planning, Budgeting and Forecasting
   Risk Management and Internal Control
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Closely Held Business Planning
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills