Register of Experts

APPRAISAL AND VALUATION

Showing 12 Provider(s) found in APPRAISAL AND VALUATION
Featured Lister

Baker Tilly

Partner

Frank A. Wisehart, CPA

505 Montgomery Street
Suite 600
San Francisco, CA 94111
Phone: (415) 593-1323 Alternate: (415) 956-8323 Fax: (415) 956-1405 Email: frank.wisehart@bakertilly.com Website: www.bakertilly.com

Specialties

Baker Tilly's Global Forensics team is a leading FORENSIC ACCOUNTING, BUSINESS VALUATION and CONSULTING practice that specializes in the legal, corporate and insurance markets globally.
Its accountants and consultants have performed comprehensive financial investigations and valuations for over 40 years.
Bringing experience and expertise in a broad range of sectors to clients on every engagement, Baker Tilly's investigative accounting, business valuation and financial consulting services deliver clarity in the most complex situations. Their partners have a long history of serving as financial expert witnesses. They have testified as expert witnesses on the measurement of economic damages, business valuation issues and fraud examinations in dispute proceedings and litigation in State and Federal courts across the U.S.

Degrees/Licenses

CPA's, ABV's, CFF's, CFE's, MAFF's

Formal Education

MBA, Cornell University; BS, Business Administration, Miami University

Prof. Affiliations

Baker Tilly International

Prior Expert

Frank Wisehart is a court approved expert witness with over 25 years of experience in: forensic accounting; business valuation; IP valuation; family law; transaction due diligence; damages; bankruptcy/reorganization. He is a trusted advisor on the financial implications of strategic transactions and business disputes.

Featured Lister

Advisors/Experts @ MCS Associates

Managing Partner

Norman Katz

13681 Newport Ave.
Ste. 8-387
Tustin, CA 92780
Phone: (949) 263-8700 Fax: (949) 263-0770 Email: experts@mcsassociates.com Website: www.mcsassociates.com

Specialties

A nationwide specialist consulting and expert witness company (established 1973) that concentrates exclusively in Banking, Finance, Insurance, Real Estate, Financial Services, Economics / Statistics and Accounting and related Damages.

Area of Expertise include:
BANKING: Operations/Administration, Depository/Checking Accounts, Regulatory issues, Compliance; LENDING (all categories), Underwriting, Credit/Administration, Servicing, Policies/practice; FINANCE: Securities, Investments & Brokerage, Trusts & Fiduciaries, Bankruptcy, Foreclosures and Workouts, Investment Banking, Corporate Finance; REAL ESTATE: Lending, Brokerage, Title/Escrow, Property Management, Development; INSURANCE (all categories): Coverage, Claims, Broker/Agent functions, Industry Custom/Practice, Operations and Actuarial; DAMAGES & ACCOUNTING, Economics, Statistics, Valuations/Appraisals, Forensic Accounting & Accounting/Audit.

Degrees/Licenses

MBAs; PhDs; CPAs; ASA/MAIs; CPMs; CREs; CFPs; RE Brokers/Agents; Insurance brokers/agents; CPCUs; CLUs; ARMs and many more.

Prior Expert

As our primary focus for 30+ years, 500+ highly qualified and experienced experts/consultants providing evaluation, testimony and litigation consulting on behalf of both plaintiff and defendants of all types re: 4,000+ cases. Clients include leading national and regional law firms, also many smaller/boutique litigation firms and attorneys, and numerous governmental / regulatory agencies (FDIC, SEC, IRS, US and State DOJs, FHLB etc.)

We provide TARGETED SEARCHES AT NO COST for unique, hard-to-find/unusually specialized experts not already within our wide-ranging group; STRATEGIC ALLIANCES NATIONWIDE across the banking, financial, real estate and insurance industries; LEADING EXPERTS from the worlds of economics, accounting, academia and the regulatory agencies; POWERFUL CAPABILITIES IN DAMAGES, Forensic Accounting. Economic Analysis, and Valuations / Appraisals.

Featured Lister

Howard M. Steiermann

1539 Guerrero Street
San Francisco, CA 94110-4328
Phone: (415) 695-9155 Email: SFAppraiser@aol.com Website: www.sfappraiser.com

Specialties

30+ years Real Estate valuation experience. Practice limited to San Francisco. Expert witness. Arbitration. Bankruptcy. Property Tax. Estate Tax. Marital and Partnership dissolution. Consultation. Mortgage and lending Appraisals.

Degrees/Licenses

BS; MBA; Certified General Appraiser (CA).

Formal Education

Harvard University; University of Illinois, Urbana-Champaign

Honors/Awards

Ca Legislature Certificate of Recognition; SF Board of Supervisors Certificate of Honor

Publications

SF Bay Times Columnist

Prior Expert

Both Plaintiff and Defendant

Featured Lister

Steven J. Geller MAI, Esq.

Senior Vice President

Newmark Knight Frank

1333 N. California Boulevard
Suite 343
Walnut Creek, CA 94596
Phone: (925) 467-0902 Alternate: (925) 216-0770 Email: Steven.Geller@ngkf.com Website: www.ngkf.com

Specialties

Real estate appraisal (commercial, industrial, residential, special use), Expert witness (forensic appraisal, standard of care, diminution in value). Divorce, Estate, Tax, Condemnation, Bankruptcy, Environmental Damages, Rental Arbitration, Conservation Easements, Fractional Interests, Forensic Appraisal, Appraiser Liability; Mediation/Arbitration; Eminent Domain, Right-of-Way, Property Tax Assessment Appeal.

Degrees/Licenses

BA, JD (CA), MAI, Cert. Gen. RE Appraiser (CA).

Formal Education

Bachelor of Arts, University of California, Santa Barbara, CA; Doctor of Jurisprudence, Golden Gate University, School of Law.

Registration and Licenses

CA Certified General Appraiser (AG001514); CA State Bar (139886); Member Appraisal Institute (9403); Member Royal Institute of Chartered Surveyors (MRICS).

Previous/Current Position

Senior Vice President, Newmark Knight Frank, Valuation & Advisory Group.

Prof. Affiliations

Member, Appraisal Institute; Member, California State Bar; Member Royal Institute of Charter Surveyors (MRICS).

Prior Expert

Expert Testimony - U.S. Tax Court, U.S. Bankruptcy Court, State Court - Alameda County, Contra Costa County, San Mateo County, San Francisco County; Extensive Mediation and Arbitration Experience.

Featured Lister

Eric L. Risberg MAI

Founder and President

Advanced Appraisal International, Inc.

268 Bush Street, #2100
San Francisco, CA 94104-3503
Phone: (415) 531-1414 Fax: (415) 449-3606 Email: eric.risberg@advanced-appraisal.com Website: www.advanced-appraisal.com

Specialties

Eric provides real estate appraisals of: shopping centers and all types of retail; apartments; condominium complexes; suburban or downtown office buildings; mixed-use facilities; industrial properties; hotels; waterfront properties; right-of-ways; easements; ground leases; subdivisions; resort properties; golf courses; airports; wineries and vineyards; and all types of land. He has completed many assignments needed for: landlord-tenant disputes, changes in market conditions, construction defects, fraud, and fair market rent determinations, for use in mediation, arbitration, appraisement and litigation.

Degrees/Licenses

MAI, ASA, SRA.

Formal Education

BS, Business Administration 1992 (Real Estate and Urban Land Economics), University of Wisconsin, Madison; BS, Business Administration 1992 (Risk Management & Insurance), University of Wisconsin, Madison. He has successfully completed over 70 real estate appraisal and brokerage courses since 1993.

Registration and Licenses

Certified General Real Estate Appraiser, State of California #025802, Licensed California Real Estate Broker #01231982, Certified General Real Estate Appraiser (Hawaii) #624.

Previous/Current Position

President and Founder of Advanced Appraisal International, Inc. Eric was formerly the lead real estate appraiser for American Appraisal, the world’s largest independent valuation firm, in their San Francisco office. He has over 25 years of commercial and residential real estate appraisal and consulting experience. Expert witness on over 100 cases.

Honors/Awards

Litigation Professional Development certificate from the Appraisal Institute. California Association of Realtors. National Association of Realtors. Approved Instructor with the Appraisal Institute.

Prof. Affiliations

American Society of Appraisers, Accredited Senior Appraiser (ASA), Appraisal Institute, Designated Member (MAI), Senior Residential Appraiser (SRA), Appraisal Institute.

Prior Expert

Eric has provided expert witness testimony in the following California State Superior Courts: Alameda, Contra Costa, Orange County, Marin, San Francisco, San Mateo, Solano, and Yuba. He has been hired as an expert on over 100 cases. Large cases in recent years include: Millennium Tower, PGE Forest Fires, BART.

Featured Lister

George McLaughlin MBA

J. S. Held LLC

1999 Harrison
Suite 1440
Oakland, CA 94612
Phone: (510) 740-0384 Fax: (510) 740-0190 Email: gmclaughlin@jsheld.com Website: www.jsheld.com

Specialties

Qualified expert in State and Federal Court. Recognized and respected authority in the measurement of economic loss of income resulting from personal injury, wrongful death, employment discharge, medical malpractice, construction defect, and business interruption. Expert in business valuations in shareholder or partnership disputes, and marital dissolutions.

Degrees/Licenses

CVA, CEA, MBA.

Garrett M. Schwartz

Senior Equipment Appraiser

Sencer Appraisal Associates–Equipment Appraisers

490 Lake Park Avenue
#10142
Oakland, CA 94610
Phone: (510) 473-6225 Email: garrett.s@sencerappraisal.com Website: www.AllEquipmentAppraisal.com/sfbar

Specialties

Accredited Senior Appraiser (American Society of Appraisers), Certified Equipment Appraiser (Association of Machinery and Equipment Appraisers). Expert appraisal of medical, construction, food, agricultural, wood/metalworking equipment, and for many other industries.

Degrees/Licenses

MBA; ASA; CEA

Bob Bates CPA

President

HP Accounting Services, Inc.

1819 Polk St. #314
San Francisco, CA 94109
Phone: (508) 331-8815 Alternate: (415) 793-7777 Email: mail@hpaccounting.com Website: www.hpaccounting.com

Specialties

Valuations, Expert Witness, SEC accounting, Forensic Accounting, Mergers and acquisitions, Damage Calculations. Over 25 years experience. CVA, CFE, CFO

Degrees/Licenses

CPA

George A. Jouganatos PhD

Principal Economist

George A. Jouganatos, Ph.D. Consulting

2001 T Street
Sacramento, CA 95811-6823
Phone: (916) 739-1132 Alternate: (916) 743-2339 Email: george@jouganatos.com Website: www.jouganatos.com

Specialties

Economics, finance, management, statistics. Reasonable fees, efficient, responsible, and excellent research, analysis & testimony for business valuations, loss of earnings, income, benefits, retirement, profits, household services & future expenses. Loss calculations owing to injury, death, wrongful termination, employment discrimination & business issues. Labor market studies, surveys, performance measures. Assist in the preparation of interrogatories, discovery and depositions. Excellent track record, client list & references. Much of my litigation consulting is in the Bay Area. Taught numerous MCLE courses on economic analysis.

Degrees/Licenses

B.S., M.A., Ph.D.

Formal Education

B.S., M.A., Ph.D. (1989), Economics, University of California.

Previous/Current Position

More than 30 years university faculty: University of California, Davis, University of California, Santa Cruz. California State University, Sacramento, & University of San Francisco. Teach various courses in economics, finance and business management. 28 years consulting experience.

Honors/Awards

Faculty Research Fellows Grant from the Center of California Studies (2000 & 2012), California State University, Sacramento; numerous contracts from California state government agencies 1991-2001 for applied research and analysis, incl Governor’s Office of Planning and Research. Chancellor’s Patent Fund Grant, Humanities Graduate Student Research Grant and Teaching Assistant Fellowship.

Prof. Affiliations

National Association of Forensic Economics, Sacramento County Bar (associate), American Economic Association, Association for Evolutionary Economics, The Friends of Mt. Athos Society.

Publications

Two on-line MCLE technical articles and examinations regarding economic analysis in personal injury and employment matters. Four on-line MCLE videos on economic analysis in employment, personal injury and wrongful death, business cases, and effective use of experts. Technical article on the issue of the appropriate discount rate in litigation. A seminal research book on the development of the Greek economy. Many technical reports for state agencies. My publications/reports have been cited numerous times by other authors.

Prior Expert

Cases include employment, business valuations, divorce, injury, death, lost profits, immigration, medical malpractice. More than 850 cases and for more than 200 law firms. Other states and B.C., Canada. Additionally, applied research and analysis for state government, insurance and financial institutions. Instructor - 30+ MCLE seminars. Attended MCLE classes. Interviewed by media for commentaries on economics 50+ occasions. Several public lectures on various topics in economics.

White, Zuckerman, Warsavsky, Luna, Wolf & Hunt

Barbara Luna, PhD, Partner
Dean Atkinson, CPA CFE ABV, Partner
John Luna, CPA CFE ABV JD MBA, Partner
Venita McMorris, MA, Partner

15490 Ventura Blvd., Suite 300
Sherman Oaks, CA 91403
Phone: (818) 981-4226 Fax: (818) 981-4278 Email: expert@wzwlh.com Website: www.wzwlh.com

Specialties

Expert witness testimony for complex litigation involving damage analyses of lost profits, unjust enrichment, reasonable royalties, lost earnings, lost value of business, forensic accounting, fraud investigation, and investigative analysis of liability. 500+ times testifying as an expert witness at trial and arbitration. Excellent communications with extensive testimony experience throughout CA and other states. Experts hold PhDs, MBAs, JD's, CPAs, ASAs, CVAs, ABVs, CGREAs, CFFs and CFEs. Prior "Big Four" accounting firm experience. Areas: Accounting, breach of contract, breach of fiduciary duty, business interruption, business dissolution, cash flows available for support, class actions, construction defects + economic damages, delays and cost overruns, elder abuse, false advertising, fraud, insurance, intellectual property including trademark, patent and copyright infringement, and trade secrets, lemon law, lender liability, misrepresentations, partnership disputes, personal injury, product liability, professional malpractice, real estate disputes, securities litigation, tracing, trusts & estates, unfair competition, valuation of businesses, white collar crimes, and wrongful termination.

Degrees/Licenses

PhD, CPA, CFE, ASA, CVA, ABV, CGREA.

Formal Education

PHD - Applied Math - Harvard
MBA/JD - UCLA

Frederick J. Fisher J.D., CCP

President

Fisher Consulting Group

214 Main Street
Ste 181
El Segundo, CA 90245
Phone: (310) 426-2105 Alternate: (310) 413-6200 Fax: (310) 356-3355 Email: fjfisher@fishercg.com Website: www.fishercg.com

Specialties

Insurance Agent /Broker Professional Liability; Wholesale / MGA/MGU Insurance Professional Liability; Insurer Bad Faith; Claims Adjuster/ TPA Professional Liability; other types of professional Liability / Standard of Care in a selective basis, Insurance Regulatory Expert on a selective basis.

Degrees/Licenses

J.D. degree; California Insurance Agent, Broker and Surplus Lines License; California Insurance Adjuster License

Formal Education

B.A., UC Berkeley, 1972; J.D. Degree, 1976 - Lincoln University Law School, San Francisco, Ca. (merged into USF Law School)

Previous/Current Position

President - Fisher Consulting Group 2010 - Present.; 1994 - 2010, Founder, President and CEO, Post Acquisition; Sr. Vice President, E.L.M Insurance Brokers (includes predecessor Sole-Proprietorship prior to Incorporation); 1975 - 1995, Staff Adjuster/Vice-President; Founder/President of The Fisher Associates, Adjusters (includes Predecessor Firm of Miller &Gilbert, Inc). Six 6 year Member, Board of Trustees; 1998, President of the Professional Liability Underwriting Society (PLUS).

Honors/Awards

2019 recipient of the PLUS Founders Award

Prof. Affiliations

PLUS; The CLM (Claims and Litigation Management Alliance); Sr. Tech. Advisor of Professional Liability Insurance, published by the International Risk Management Institute; 2021 Co-Chair of the Ins. Agent - Broker Committee; Prof Liab. Def. Federation.

Publications

Over 75 articles in Insurance Trade Journals on Professional Liability Prevention, Coverage and related issues from 1979 through current.

Prior Expert

30 years experience, over the past 10 years: retained on over 80 Cases, 17 trials + depositions; 50-50 Plaintiff/defense work.

Mark Cohen

Chief Economist

Cohen Volk Economic Consulting Group

1155 Alpine Road
Walnut Creek, CA 94596
Phone: (925) 299-1200 Fax: (925) 482-0824 Email: mcohen@cohenvolk.com Website: www.cohenvolk.com

Specialties

High quality, reasonably priced economic analysis/valuation in business, personal injury, wrongful death, employment discharge and marital litigation. Lost earnings, future care costs, labor/job markets consultation/studies. Develop/broker structured settlements.

Degrees/Licenses

BS, MS, MA, Cert. Earnings Analyst, Lic. Life Agent (CA).

Formal Education

BS, Finance, University of CA, Berkeley; MS, Finance, Boston University; MA, Counseling, St. Mary's College.

Registration and Licenses

Certified Earnings Analyst, Lic. Life Agent (CA).

Previous/Current Position

Vice President, The Udinsky Group. Adjunct Professor of International Investments, Dominican College. Adjunct Professor of Money and Banking, Statistics and Management, European Business School; Board Member, Bay Area Psychotherapy Training Institute.

Honors/Awards

Graduated first in Boston University Master's program. Honor's Student's Society, University of CA, Berkeley.

Prof. Affiliations

American Society of Appraisers (Business Valuation); American Rehabilitation Economics Association; American Economic Association; Career Planning Faculty Committee at Dominican College.

Publications

The Economics of Employment Discharge.

Prior Expert

30+ years experience in analyzing losses in Business, Personal Injury, Wrongful Death, Employment Discharge, Marital Litigation.

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