Register of Experts

APPRAISAL AND VALUATION - Business & Corporate

Showing 9 Provider(s) found in Business & Corporate
Featured Lister

Norman Katz

Managing Partner

Advisors/Experts @ MCS Associates

17731 Irvine Blvd., Suite 200, Tustin, CA, 92780
Phone: (949) 263-8700 Fax: www.mcsas-sociates.com Email: experts@mcsassociates.com

Specialties

Nationally recognized banking/financial services consulting group (established 1973). Experienced litigation consultants/experts: bankers, consultants, economists, accountants, appraisers. Specialties: Banking operations; Lending policies and practices (all types); Real estate transactions/appraisal; Trust, Securities, Investments; Economic analysis; Valuations / damages assessment; forensic accounting, Actuarial analysis.

Degrees/Licenses

MBAs, PhDs, CPAs, ASA/MAIs.

Featured Lister

George McLaughlin

J. S. Held LLC

1330 Broadway, #430, Oakland, CA, 94612
Phone: (510) 740-0384 Fax: www.jshel-d.com Email: gmclaughlin@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.

Featured Lister

Frank A. Wisehart

Partner

Baker Tilly

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

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.

Barbara Luna

Partner

White, Zuckerman, Warsavsky, Luna & Hunt

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

Prior Expert

***Names to be included under Barbara:

Dean Atkinson, Partner (who is a CPA, CFE and ABV),
John Luna, Partner (who is a CPA, CFE, ABV, JD and MBA),
Venita McMorris, Partner (who has an MA in Economics).

All the degrees and licences of the above names should be included in the Degree/Licence section.

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 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.

Reg/Lic

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. Affil.

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.

Celeste K. Plaister

Principal

Celeste K. Plaister CPA

209 Prune Tree, Healdsburg, CA, 95448
Phone: (707) 431-7422 Alternate: (707) 326-1999 Email: Celeste@ckplaister.com www.ckplaister.com

Specialties

Economic damages, lost profits, business valuations, construction defect claims, labor disputes, personal injury, family law and trust/estate matters. Over 15 year's forensic accounting/expert witness experience in San Francisco Bay Area.

Degrees/Licenses

CPA; CFF; ABV.

Keith C. Stoneking

Stoneking, CPA & Mediation Services

42 Lincoln Drive, Sausalito, CA, 94965
Phone: (415) 332-3064 Alternate: (415) 328-8488 Fax: (415) 289-0893 Email: kcscpa@comcast.net

Specialties

Tax preparation/planning, litigation and mediation. Litigation services are family law, business acquisitions, business valuations, tax fraud, fraud and accounting issues. Mediator, neutral evaluator, consultant/expert in family and civil mediation cases.

Degrees/Licenses

AA, BS, MBA, CPA, CFF.

Formal Education

AA, El Camino College; BS, Accounting, California State University, Long Beach; MBA, General Management, Golden Gate University, San Francisco; Certified Public Accountant; AICPA, Personal Financial Course; AICPA and California Society of CPAs, Continuing Education Courses, S. Rosenburg Mediation Training.

Reg/Lic

CPA, CFF, Family Law Mediator Nevada County Superior Court.

Previous/Current Position

Bechtel Corp., Wells Fargo, Provident, and Regency Development Co. Bechtel: Dept. Cost Engineer, Audit Sup., and Employment Advertising Mgr. Established internal audit depts. for Wells Fargo and Provident. Regency: 3 yrs. Operations Mgr.

Prof. Affil.

American Institute of CPAs. California Society of CPAs. Marin County Bar Association, ADR Section. U.S. Bankruptcy Court Dispute Resolution Panel. California Society of CPAs Committees and Boards: Accounting Principles & Audit Standards, San Francisco Chapter; Litigation Consulting Services, San Francisco Chapter; 1996 - 2002 Family Law Conference Planning Committee; State Annual Meetings Committee 1995 through 1997; State Litigation Consulting Service: Family Law Section, Fraud Section, Economic Damages Section; Board of Directors 1996-1998, San Francisco Chapter. Rotary Club of Sausalito, Collaborative Council Of The Redwood Empire.

Publications

Mediation; What is It and What Are the Pit Falls, presented to the California Society of CPAs 2/19/04.

Prior Expert

Mr. Stoneking has conducted numerous mediations in the area of family, civil and bankruptcy law. He has made several presentations to the California Society of CPAs on mediation and collaborative law.

Jack Young

NorCal Valuation

920 Hemenway Street, Winters, Ca, 95690
Phone: (530) 795-5536 Email: Jack@norcalvaluation.com norcalvaluation.com

Specialties

Understandable, defensible equipment appraisals and appraisal reviews for family law, ad valorem tax, insurance disputes, business combinations/dissolutions, corporate conversions, litigation, due diligence, estate & gift tax, and more.

Degrees/Licenses

BS, Accounting; CPA; ASA

Bob Bates

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 www.hpaccounting.com

Specialties

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

Degrees/Licenses

CPA

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