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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, Appraisal & Valuation, Bankruptcy, Business Damages, Business Operations, Business Valuation, Dentist, Dispute Resolution, Economics, Financial, Hotel & Restaurant, Insurance, Intellectual Property, Property Management, and Real Estate.

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Sidney P Blum, CPA, CFE, CFF, CPEA

Economic Damages-IP Contracts Licensing, Royalties

ECONOMIC DAMAGES, IP, ROYALTIES, LICENSING, BUSINESS DAMAGES

Los Angeles and San Francisco, California

Business Damages, Intellectual Property - Damages, 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

ECONOMIC DAMAGES, IP, ROYALTY AUDIT, LICENSING & BREACH OF CONTRACT EXPERT When the expert truly matters, retain an expert trusted by juries, judges, and leading litigators. Sidney Blum is a nationally recognized forensic accounting and economic damages expert specializing in intellectual property, licensing, royalty disputes, breach of contract, fraud, and complex commercial litigation. His more than 30 years of experience includes leadership roles at KPMG, Ernst & Young, and industry positions including Chief Audit Officer of Beats Electronics. Mr. Blum has been the retained expert in more than 160 matters involving patents, trademarks, copyrights, false advertising, trade secrets, royalty audits, DMCA claims, licensing disputes, fraud, class actions, entertainment accounting, and complex breach of contract matters. His damages analyses are frequently adopted over opposing experts in high-stakes litigation and arbitration. Representative matters include: - Leading expert in r...

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Matthew Warren, CPA EA MST

Forensic Accountant, Tax & Audit w/ AI Automation

Mountains to Sea Tax LLC

Lake Forest, California

Accounting, Financial - Tax, Forensic, Accounting, Fraud, Detection, AI, Document, Automation, Embezzlement, Asset, Protection, Corruption, Valuation, Misstatement, Lifestyle, Analysis, Divorce, M&A, Forensics

Matthew J. Warren, CPA, EA Forensic Accountant, Tax & Audit Expert, and Technology-Driven Analyst California Licensed Certified Public Accountant & IRS Enrolled Agent Our Core Forensic & Investigative Services: We specialize in high-stakes financial investigations, offering comprehensive services broad areas of financial misconduct and dispute resolution. Leading Financial Investigation and Litigation Support: Confronting sophisticated fraud requires a new standard: distinguished financial expertise fused with leading technology. Our Forensic Accounting practice is led by a seasoned Big-4 CPA and a PhD specializing in advanced analytics. We leverage AI and digital forensics to uncover facts, quantify impact, and provide reliable support for complex legal matters. The Power of Our Difference: Big-4 Rigor + Tech Savvy Distinguished Expertise : Big-4 Pedigree: Experience honed at the highest level of finance, managing complex projects. CPA Credibility: Certified Public A...

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Paul Habibi, CPA/ABV/CFF

Nationally-Recognized Real Estate Expert Witness

Grayslake Advisors LLC

Los Angeles, California

Real Estate, Financial - Accounting/Auditing, Banking, Commercial and Residential Real Estate, Inverse Condemnation, Lost Profits, Damages, Antitrust, Agriculture, Lender Liability, Loss of Use, Valuation, Mortgage-Backed Securities, Ground Leases, Brokerage, Joint Ventures, Securities, REITs, Construction/Development, Diminution in Value, Alter Ego

Paul Habibi is Principal and Founder of Grayslake Advisors, a real estate expert services firm based in Los Angeles and New York City. Grayslake's client's include publicly traded Fortune 500 companies, as well as privately held, small businesses, non-profit organizations and associations and individuals. He has been retained as an expert witness in 300+ real estate litigation and regulatory matters, on engagements involving financial analysis, economic damages, accounting, valuation, and industry custom and practice. He has testified in some of the highest-profile matters in the country, in federal and state courts, including the Delaware Court of Chancery, and ADR forums. He has been retained by the vast majority of the AmLaw100 firms on behalf of both plaintiffs and defendants. He is a Senior Continuing Lecturer at UCLA Anderson School of Management, Continuing Lecturer in Law at UCLA School of Law, Faculty Advisor at UCLA Department of Economics, real estate investor and deve...

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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.

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Robert B Klaus

Commercial Real Estate Investments / Loan Expert

Elite Commercial Advisors, Inc.

La Jolla, California

Real Estate, Financial - Commercial Real Estate, Real Estate Syndications, Purchase and Sale Agreements, Financing, Finance, Commercial Loans, Construction Loans, Operating Agreements, Bridge Debt, Valuation, Commercial Real Estate Brokerage, Bank Loans, Hard Money Loans, Private Loans, Brokerage Standard of Care, Economic Damages, Dispute Resolution

30+ years experience as a Commercial Real Estate Broker, Investor and Commercial Loan Broker. Key principle (General Partner) in multiple boutique investment companies and Broker of Record for several Commercial Real Estate brokerage firms. Has been involved in commercial real estate transactions totaling over $500,000,000. Examples of commercial real estate projects include: Acquisition and financing of 30 vacant properties with one loan via cross collateralization and built in release provisions, Acquisition and financing of ground up construction Class-A self storage facility, financed 49 properties with one loan via cross collateralization and built in release provisions, acquisition and financing of multiple out of state NNN (Triple-Net) properties. Knowledgeable on commercial real estate sales contract trends, financing solutions, syndication structures, lender guidelines and creative transaction structures across multiple asset classes. Extensive experience with highly ...

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Weston Anson, MBA

CONSOR

San Diego, 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...

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Bob Bates, CPA, Esq., CFO, CVA, CFE

Damages calculations, valuation, expert witness

Fremont, California

Accounting, Financial - Business Litigation, Due diligence, Forensic accounting, Fraud investigations, Litigation support, Lost earnings, Valuation, CFO, CPA, Bankruptcy, Acquisitions, Damages

Bob Bates is a CPA, Esq., CFE, CVA and CFO and has worked with dozens of lawyers on over 150 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-Discovered $300k fraud/consultant for counsel Massachusetts Creditor-NY. $1.6m debentures, usury/breach Creditor-NY. $1.7m debentures, usury/breach Creditor-LA, CA $1.7m debentures Creditor-Orange County, CA. $400k debentures Creditor-Orange C...

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Steven D. Epcar, CPM

Real Estate and Property Management Expert

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, environmental, standard duty

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...

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Paul Habibi, CPA/ABV/CFF

Nationally-Recognized Real Estate Expert Witness

Grayslake Advisors LLC

Florida

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Henry B Staley, CPA, MAI, ISHC, CRE

Hotel Industry Consulting and Valuation Expert

Woodworth Core Group

Jacksonville, Florida

Real Estate Appraiser, Hotel & Restaurant - Business Interuption, Lost Profits, Condemnation, Partial Interest, Feasibility, Property Tax Appeal, Estate, Valuation

Henry ("Hank") Staley is a Prinicipal with Woodworth C ore Group, a hospitality industry consulting firm offering research, valuation, consulting, asset management and litigation support services. Over his 40-year career he has studied nearly 3,000 hotels in 47 U.S. states, the Carribean and Central America. He possesses the knowledge, skill, experience, training, and education relevant to a litany of issues involving the business and ownership of hotel real estate. His litigation support experience includes over 40 cases providing opinions related to valuation, feasibility, frachise issues, condemnation, tax appeals, business Interuption and lost profits. Mr. Staley is designated as a Certified Public Accountant, a MAI, a Counselor of Real Estate (CRE) and a member of the International Society of Hospitality Consultants (ISHC). Further, he is licensed as a State Certified General Appraiser in six states and obtains temporary permits as nessessary in other states. Past professi...

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Elmer (Pete) Lewis, MBA,EA

Business Valuation and Income Tax Expert Witness

Lewis & Associates Tax Planning, Inc.

Saint Charles, Illinois

Business Valuation, Accounting - business taxation, partnership taxation, ESOP Valuation, finance, tax litigation, IRS Debt, trust income tax, stock valuation, accounting, IRS defense, individual taxation, LLC taxation, shareholder valuation, valuation litigation, buy-sell, shareholder taxation, divorce taxation, business valuation, tax compliance, business succession

Mr. Lewis has more than 40 years of tax and business valuation experience with a strong focus on the valuation of closely held corporations and IRS tax law defense. He has been a principal in Lewis & Associates Tax Planning, Inc. (LATP) since 2008. LATP is a boutique tax practice which provides tax planning, IRS debt resolution, IRS audit representation, tax defense and tax compliance for businesses and individuals. Prior to entering private practice Mr. Lewis worked in corporate, public accounting and legal environments for 30 years. He has held such positions as Vice President of Finance, Controller, Accounting Manager, Director of Tax, Tax Manager and Tax Writer/Researcher. Mr. Lewis also has more than 25 years of teaching experience as an Adjunct Professor at Chicago area colleges and universities. He currently teaches finance, tax and accounting at Aurora University in Aurora, Illinois. He has previously taught at DePaul University and University of Phoenix (on-ground)...

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Robert H Alexander, CPA/ABV/CFF, ASA

Commercial Damages Expert - 25+ Years in Southeast

Alexander CPA LLC

Oxford, Mississippi

Business Damages, Business Valuation - Economic Damages, Business Interruption, Lost profits, Trade dress & trademark infringement, Economic impact on localities from specific events, Fin. Misrepresentations in Business sales, Software failure damages, Contractual disputes, Breach, Valuation, Product liability, Dispersal of class actions awards

• Shareholder at Alexander CPA LLC, an accounting firm specializing in litigation support, expert witness testimony, and business valuation. Thirty years of experience as an expert witness and business appraiser. • Former partner, member of the governing Board of Directors, and firm-wide director of Fraud, Forensic, and Litigation services for HORNE LLP, a super-regional CPA and consulting firm. HORNE joined BDO in 2025. • Qualified as an expert in financial matters, economic damages, business valuation, and accounting in federal and state courts in Mississippi, Arkansas, Tennessee, and Louisiana. Testimony has included jury and bench trials. Engagements include expert testimony for both plaintiffs and defendants. • Appraised hundreds of businesses for non-litigation purposes from a broad scope of industries, including shareholder buyouts, mergers & acquisitions, corporate planning, estate and gift, and others. • Representative engagements include accounting malpractice, economic da...

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Jerod Allen, PA, CC, XCT, CGA, AINS

Policy, Construction Liability & Estimation Expert

Allen Claims, Inc.

Kansas City, Missouri

Insurance, Dispute Resolution - Claim Consultant, Public Adjuster, Insurance, Estimation, Valuation, Building Loss Consultants, Xactimate, Insurances Losses, Umpire, ADR, Independent Adjuster, Hurricane, Mediation, Appraisal, Commercial Property, Residential Property, Hail Claims, Freeze Water Claims, Complex Claims, Fire Claims

Insurance Claims and Building Estimate Expert Certified General Adjuster, Xactimate Certified Trainer, Building Loss Consultant, Claims Expert and Claims Trainer. * Experienced Retained Expert Witness with Trial & Deposition Experience * 15 years+ in field inspecting, adjusting and/or estimating losses for insurance claims, build back, and liability. documenting, overwatch of claims, claim review, reconciliation to move claims forward towards indemnification, utilizing policy interpretation for proper claims settlement. * Rebuild loss locations for partial & total losses providing perspective as to the value of the scope and claim amount. * Umpire for claims losses providing a professionalism non-biased discipline goaled toward accurate & comprehensive settlement via Alternative Dispute Resolution (ADR). * Expert witness – Provided opinion about scope, build back, construction scheduling, damages sustained vs pre-existing, estimate review, & analysis for cause of loss determination...

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Michael B Vaughn

Mortgage/Financial Expert HUD FHA and Partnerships

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, LIHTC, UCC

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, UCC sales. 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 Nurs...

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Pavithra K Kumar, PhD CFA

MIT-PhD Damages, Securities and Valuation Expert

CONEXIG

New York, New York

Economics, Business Damages - Economic Damages, Securities, Corporate finance, Class actions, Fraud, Financial modeling, Derivatives, Financial statements, Structured Products, Commercial Damages, Wrongful Termination damages, 10b-5, Lost Profits, Crypto, Contractual Damages, Trust, Present Value Calculation, Investor disputes, Portfolio investments, Valuation

Dr. Kumar (PhD in Finance from MIT Sloan, CFA) has almost 20 years of experience in economic consulting and specializes in the application of economic and financial theory to questions arising in business disputes, securities/derivatives and corporate finance litigation. She has expertise in economic damages quantification, business valuation (including startups and companies across a variety of niche industries), securities and structured finance litigation. She is proficient in the use of sophisticated statistical modeling and econometric techniques, including event studies, analysis of options, swaps and other complex structured products. She has been engaged several times as a testifying expert (both defense and plaintiff-side) in securities, valuation and damages-related matters, including SPAC disputes and employment arbitrations. She has also been engaged as consulting expert in a wider range of litigation including tax and transfer pricing, financial antitrust, statistical...

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Paul Habibi, CPA/ABV/CFF

Nationally-Recognized Real Estate Expert Witness

Grayslake Advisors LLC

New York

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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, Forensics, Financial

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David Baker, CTP, Registered CPA

Seasoned Bankruptcy and Receivership Specialist

aurora management partners

charlotte, North Carolina

Bankruptcy, Financial - turnaround, restructuring, chapter 11, valuation, financial advisor, cash management, receiver

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Yasser Alhenawi, Ph.D., M.Sc., MBA

Finance & Investment Expert - PhD - Business Dean

Academia

Maumee, Ohio

Financial, Securities & Investments - Valuation, Corporate Finance, Damage & Lost Profit, Mergers and Acquisitions (M&A), Banking & Lending, Fiduciary duty & negligence, Investment Losses, Portfolio Allocation, Securities & Derivatives, Risk Management, Consumer Finance, Real Estate, Analytics, Financial Modeling, Bitcoin, Crypto, Islamic Finance, fraud and manipulation

I am a Finance & Investment expert with 25 years of experience. I bring deep analytical and quantitative expertise supported by more than 50 peer-reviewed publications and years of leadership as a business school dean and finance professor. I provide clear, well-supported analyses for attorneys and am available for new expert-witness engagements.

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Howard B Brownstein, CTP

Corporate Governance, Valuation, Bankruptcy Expert

The Brownstein Corporation

Villanova, Pennsylvania

Business Operations, Business Valuation - Bankruptcy, Restructuring, Valuation, Distress, Turnaround Management, Crisis Management, Corporate Governance & Boards, 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 ...

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Russ A. Gressett, MAI

Appraisal and valuation in commercial real estate

TGC Realty Counselors, LLC

Houston, Texas

Real Estate Appraiser, Appraisal & Valuation - Valuation, appraisal, MAI, commercial real estate, eminent domain, zoning, financing, rent, rental rate, market value, partnership, leasing, just compensation, acquisition, bankruptcy, partnership dispute, divorce, estate, taxes, lost profits

Mr. Gressett's experience includes 37+ years in commercial real estate consulting, valuation, brokerage and construction / development. His academic experience includes a strong background in land economics and real estate finance. Mr. Gressett's industry experience in commercial real estate appraisal, appraisal review, brokerage, mortgage underwriting due diligence and construction / development has been gained in the major real estate markets of the United States, but mostly in the Texas markets. Mr. Gressett regularly consults with attorneys, corporations and individuals on complex commercial litigation issues. As a result, he has extensive experience in dispute resolution and litigation support as an expert witness through involvement in court cases requiring real estate consulting and valuation, brokerage and development expertise. Mr. Gressett's experience has also enabled him to be an effective arbitrator as he is uniquely qualified to accommodate parties in resolving market...

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Richard V. Lyschik, DDS, FAGD, CFE, Ret. USAF

Clinical & Business Operations National Expert

DENTAL OFFICE NETWORK

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, Expert Witness

PRIVATE PRACTICE: 3 Start-ups; MD & DC; 1982-1996 USAF DENTIST: FAIRCHILD AIR FORCE BASE, 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 endodonti...