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, Business Damages, Business Operations, Business Valuation, Dentist, Dispute Resolution, Economics, Financial, Insurance, Intellectual Property, Management, Property Management, Real Estate, and Real Estate Appraiser.
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.
Bob Bates, JD, CPA, 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
Bob Bates is a JD, CPA, CFE, CVA and CFO and has worked with dozens of lawyers on over 125 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 Cou...
Sidney P Blum, CPA, CFE, CFF, CPEA
FLARE
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, 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, marketing, unfa...
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
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...
Jerod Allen, PA, CC, XCT, CGA, AINS
Insurance Policy & Estimation Expert
Allen Claims, Inc.
Kansas
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...
Jerod Allen, PA, CC, XCT, CGA, AINS
Insurance Policy & 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...
Jay Grossman, DDS
Nevada
Dentist
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, LIHTC
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...
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, LIHTC
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...
Howard B Brownstein, CTP
The Brownstein Corporation
Conshohocken, 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 ...
Tucker Twitmyer
Wayne, Pennsylvania
Securities & Investments, Management
-
Securities, Investments, Private Equity, Venture Capital, Family Businesses, Governance, Valuation, Board of Directors, M&A, Limited Partners
I am an expert in private equity, family business, and venture capital shareholder, governance, partnership management, limited partner, and investor matters.
I use my twenty-five years of practical experience as a private equity investor, company director, and company operator to provide deep, compelling, and often highly motivating opinions.
My insights and testimony often differ substantially from those of the typical academic or career expert. The real world underpins my work, and I typically develop strategic insights and paths of discovery that are not obvious to attorneys, bankers, professors, or valuation experts. I have been particularly successful challenging other experts's opinions.
My unassuming, simplifying communication style turns complex questions into easily relatable insights. Attorneys and juries find me highly compelling.
I work with defendants and plaintiffs.
Sample report available upon request.
Russ A. Gressett, MAI
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, loan, acquisition, bankruptcy, partnership dispute, divorce, estate, taxes, lost profits
Mr. Gressett's experience includes 36+ 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 varied 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 va...
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, 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...
Jared L Booth, SIOR, CCIM, MBA
Credentialed Commercial Real Estate Expert Witness
Colliers
Salt Lake City, Utah
Real Estate, Real Estate Appraiser
-
Real Estate Brokerage, Commercial, Development, Fiduciary Duties, Ethics, Valuation, 1031 Tax Deferred Exchange, Leasing, Acquisitions, Dispositions, Office, Industrial, Warehouse, Retail, Multifamily, Land, Investments, Residential, Due Diligence, Disclosure
Experienced Real Estate Broker:
30+ Years in Real Estate
23+ Years in Commercial Real Estate
Certifications:
Dual Specialist in Industrial & Office (SIOR)
Certified Commercial Investment Member (CCIM)
Awards:
Top Producing Active Transactional Commercial Broker (top 5%) in Nationally Ranked Office of Global/International Firm
Commercial Realtor of the Year, CCIM of the Year, Distinguished Service Award, Platinum & Hall of Fame Honors, Presidents & Circle of Distinction
Proficiency:
Office - Industrial/Distribution/Warehouse - Multifamily - Retail - Investments - Land - Residential/Residential Development - Leasing & Sales Transactions
Key Specializations:
-Tenant & Landlord Leasing Representation
-Sales, Purchase, Acquisition & Disposition Services
-Ethical Practices & Fiduciary Duties
-Valuations, Broker Price Opinion & Broker Opinion of Value
-Due Diligence, Disclosures
-Property Marketing & Advertising
-Investment Analysis
-Negotiations, Advisory, Corporate & Consulting S...
Ann Backof, PhD
University of Virginia
Charlottesville, Virginia
Accounting
-
Financial Accounting, Auditing, Valuation, Judgment and Decision Making Biases
Ann Backof has expertise in auditing and financial reporting. Professor Backof has taught financial accounting, intermediate accounting, auditing, and data analytics during her tenure as a professor at the University of Virginia. Her research focuses on auditors’ judgments and decision making under uncertainty and jurors’ evaluation of those judgments when determining auditor negligence and damage awards. She uses psychology theory and behavioral methods to investigate these important issues. Professor Backof’s research has been published in top accounting journals including The Accounting Review, Contemporary Accounting Research, and Accounting, Organizations and Society. Her research projects have received prestigious grants from the Center for Audit Quality (CAQ), the Assurance Research Advisory Group (ARAG) and the PwC INQuires Research Grant program.
Before earning her Ph.D., Professor Backof worked as an audit senior associate for PricewaterhouseCoopers in New York City wher...