Mergers Expert Witnesses

Newport Beach, California

Accounting, Business Operations - Financial forensics, operational turnarounds, restructurings, mergers, acquisitions, CEO, CFO, CRO, governance, fraud, corporate investigations, certified, turnaround, insolvency, restructuring, CPA, chartered global management accountant, credentialed, fraud examiner, board advisory

Business, forensic accounting, consulting. mergers & acquisitions, distressed, insolvency, bankruptcy, financial restructuring, operational turnarounds, performance & profitability improvement Forensics, fraud, dispute resolution, financial diligence, strategic planning, corporate governance & board advisory, quality of earnings Board of Directors OC Forensic Expert Witness Association, Board of Directors LA Association Certified Fraud Examiners, Co-founder/board of Private Directors Association Consumer products, services; franchising; retail, wholesale distribution; food processing, packaging; restaurants; agribusiness; real estate; engineering, construction; industrial manufacturing, assembly; trucking, transportation; aerospace, defense; waste management; energy – oil & gas, shale, mining; chemicals; fertilizers; lending; dealerships, service, repair; education; telecom, media, technology. Distressed Asset Acquisitions; Underperforming companies; Due Diligence; Capital Stac...

Miami, Florida

Business Valuation, Financial - Business, Operations, Management, Strategy, Assets, Negotiations, Analysis, International, Japan, China, Korea, Europe, Mergers, Acquisitions, M&A, UK, FX, Board, Global, Marketing

Mr. Lerner is a highly seasoned business executive with an intense focus on Business Valuation, all driven by significant experience and accomplishments in Mergers and Acquisitions, business strategy, and international business expansion. Mr. Lerner honed his experience in business valuation through a lengthy and intense career in Mergers and Acquisitions. His career in M&A started at Merrill Lynch where he rose to Vice President, continued at Chase Manhattan Bank where he was a Managing Director at age 32, and then at Morgen Evan Advisory - the firm he founded. He has also served as the Chairman of Oaklins International, a global association of M&A firms, as well as a Board member of M&A Worldwide, another global M&A network. With more than 200 M&A transactions managed, Mr. Lerner has valued a wide range of companies from private to public, US based to foreign based, and across an extensive array of industries. Mr. Lerner has negotiated business valuations with some of the to...

Plano, Texas

Dentist, Business Valuation - Appraisal , Fraud, GP & Specialty Dentistry, Solo & Multi-Doc Practices, DSO, Staff Issues, Estate, Divorce, Malpractice, Mergers, Entrepreneur, Practice Interruption, Income Loss, Practice Transition, Associateships, Management, HR, Coaching, Valuation, Bankrupsy

PRIVATE PRACTICE: 3 Start-ups; MD & DC; 1982-1996 USAF DENTIST: WA: 1998-2001 OFFICE NETWORK: TX & MD: 1999-2014; Practice Broker for National Company DENTAL OFFICE NETWORK: 2014-Present; Independent Practice Broker; Entire US PRACTICE RESCUE: 2015-PRESENT: Trademarked as: "Regulatory compliance consulting services and business management services in the fields of dentistry and medicine." Formal Training as AFTCO Transition Analyst 1999-2014 (RARE for any dental broker!). #1 (out of 70+) National Analyst numerous years! Started own practice transition company, DENTAL OFFICE NETWORK, 2014. Expertise in all forms of GP & specialty dental transition arrangements: solo & multi-Doc, private and corporate, DSO, urban and rural, leased, owned, and shared real estate locations, new construction, remodel and compliance renovation, mergers, associateships, estate, divorce, and family practices. Specialty dental practice sales experience includes endodontics, periodontics, OMS, ped...