Frank A. Wisehart, CPA505 Montgomery Street
San Francisco, CA 94111 Phone: (415) 593-1323 Alternate: (415) 956-8323 Fax: (415) 956-1405 Email: email@example.com Website: www.bakertilly.com
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.
CPA's, ABV's, CFF's, CFE's, MAFF's
MBA, Cornell University; BS, Business Administration, Miami University
Baker Tilly International
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.
Steven J. Geller MAI, Esq.Senior Vice President
Newmark Knight Frank1333 N. California Boulevard
Walnut Creek, CA 94596 Phone: (925) 467-0902 Alternate: (925) 216-0770 Email: Steven.Geller@ngkf.com Website: www.ngkf.com
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.
BA, JD (CA), MAI, Cert. Gen. RE Appraiser (CA).
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).
Senior Vice President, Newmark Knight Frank, Valuation & Advisory Group.
Member, Appraisal Institute; Member, California State Bar; Member Royal Institute of Charter Surveyors (MRICS).
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.
Advisors/Experts @ MCS AssociatesManaging Partner
Norman Katz13681 Newport Ave.
Tustin, CA 92780 Phone: (949) 263-8700 Fax: (949) 263-0770 Email: firstname.lastname@example.org Website: www.mcsassociates.com
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.
MBAs; PhDs; CPAs; ASA/MAIs; CPMs; CREs; CFPs; RE Brokers/Agents; Insurance brokers/agents; CPCUs; CLUs; ARMs and many more.
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.
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt
Barbara Luna, PhD, Partner
15490 Ventura Blvd., Suite 300
Dean Atkinson, CPA CFE ABV, Partner
John Luna, CPA CFE ABV JD MBA, Partner
Venita McMorris, MA, Partner
Sherman Oaks, CA 91403 Phone: (818) 981-4226 Fax: (818) 981-4278 Email: email@example.com Website: www.wzwlh.com
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.
PhD, CPA, CFE, ASA, CVA, ABV, CGREA.
PHD - Applied Math - Harvard
MBA/JD - UCLA
Frederick J. Fisher J.D., CCPPresident
Fisher Consulting Group214 Main Street
El Segundo, CA 90245 Phone: (310) 426-2105 Alternate: (310) 413-6200 Fax: (310) 356-3355 Email: firstname.lastname@example.org Website: www.fishercg.com
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.
J.D. degree; California Insurance Agent, Broker and Surplus Lines License; California Insurance Adjuster License
B.A., UC Berkeley, 1972; J.D. Degree, 1976 - Lincoln University Law School, San Francisco, Ca. (merged into USF Law School)
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).
2019 recipient of the PLUS Founders Award
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.
Over 75 articles in Insurance Trade Journals on Professional Liability Prevention, Coverage and related issues from 1979 through current.
30 years experience, over the past 10 years: retained on over 80 Cases, 17 trials + depositions; 50-50 Plaintiff/defense work.