Frank A. Wisehart505 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.
Advisors/Experts @ MCS AssociatesManaging Partner
Norman Katz17731 Irvine Blvd.
Tustin, CA 92780 Phone: (949) 263-8700 Fax: (949) 263-0770 Email: firstname.lastname@example.org Website: www.mcsassociates.com
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.
MBAs, PhDs, CPAs, ASA/MAIs.
Celeste K. PlaisterPrincipal
Celeste K. Plaister CPA209 Prune Tree
Healdsburg, CA 95448 Phone: (707) 431-7422 Alternate: (707) 326-1999 Email: Celeste@ckplaister.com Website: www.ckplaister.com
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.
CPA; CFF; ABV.
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt
Barbara Luna, Partner
15490 Ventura Blvd., Suite 300
Dean Atkinson, Partner
John Luna, Partner
Venita McMorris, 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
Keith C. Stoneking
Stoneking, CPA & Mediation Services42 Lincoln Drive
Sausalito, CA 94965 Phone: (415) 332-3064 Alternate: (415) 328-8488 Fax: (415) 289-0893 Email: firstname.lastname@example.org
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.
AA, BS, MBA, CPA, CFF.
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.
Registration and Licenses
CPA, CFF, Family Law Mediator Nevada County Superior Court.
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.
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.
Mediation; What is It and What Are the Pit Falls, presented to the California Society of CPAs 2/19/04.
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.
David Nolte707 Wilshire Blvd.
Los Angeles, CA 90017 Phone: (213) 787-4111 Fax: (213) 891-1300 Email: email@example.com Website: www.fulcrum.com
Our analysis, research and presentation techniques provide an unequaled track record in successful litigation results. Our expertise encompasses damages analysis, lost profit studies, business valuations, fraud investigations, and economic analysis.
CPA; CFA; ASA; PhD; CFE.
Marty Dirks, MBAConsultant and Expert Witness
Investment Strategy & Analysis268 Bush Street
San Francisco, CA 94104 Phone: (415) 845-7829 Fax: (253) 248-0027 Email: firstname.lastname@example.org Website: www.isacm.com/
Complex litigation related to investments: Stock Selection, Investment Manager Selection, Due Diligence; Private Equity; Venture Capital and Hedge Fund Investments; Short Selling; Fraud and Ponzi Schemes; Defined Benefit and 401(k) Pension Plans; Alternative Investment Strategies and Implementation; Materiality of Information; Insider Trading; Damages; Lost Profits.
MBA, Finance and Investments, Harvard Business School; BS, Physics, Bemidji State University.
Registration and Licenses
Non-Public Arbitrator, Financial Industry Regulatory Authority (FINRA); California Registered Investment Advisor (inactive) FINRA series 65 (inactive).
Consultant and Expert Witness, Investment Strategy & Analysis; Senior Investment Consultant, Milliman/Sole Consultant to Endowments, Foundations, Defined Benefit Pension Plan and 401(k) Plans; Adjunct Professor of Finance, Golden Gate University; Director of Research, McCullough & Associates; Long/Short Equity Portfolio Manager, Harvard University's Endowment; Head of Distribution, Meros Investment Management.
Judge, Pension Bridge 2019 & 2020 Institutional Asset Management Awards; Member, Investment Committee, San Francisco Zen Center Retirement and Endowment Funds; Ellis/LeBaron Fellowship, Harvard Business School; Named to Advisory Boards for several Early-Stage Companies; Board Member, Federated Retirement System for the City of San José (prior).
Member, Harvard Business School Forum; Voting Member, Securities Experts Roundtable; Advisory Board, Silicon Valley Venture-Private Equity Capital Roundtable (prior).
"Cypress Semiconductor Corporation and SunPower Corporation," (case and teaching note), Ivey Publishing, September 14, 2009, available at Harvard Business Publishing Education; "Selling Short: Green Mountain Coffee Roasters," (case and teaching note), Ivey Publishing, August 21, 2017, available at Harvard Business Publishing Education; "PIMCO StocksPLUS and StocksPLUS Absolute Return Analysis Report," Contra Costa County Employees' Retirement Association, June 16, 2014.
Marty Dirks is a court approved Expert Witness and has acted as an Expert Witness in complex Financial Litigation since 2005. In 2019, he served as a Materiality Expert for three large class-action cases. He is recognized as an excellent communicator, who clearly explains complex topics to non-expert laypersons.
HP Accounting Services, Inc.1819 Polk St. #314
San Francisco, CA 94109 Phone: (508) 331-8815 Alternate: (415) 793-7777 Email: email@example.com Website: www.hpaccounting.com
Valuations, Expert Witness, SEC accounting, Forensic Accounting, Mergers and acquisitions, Damage Calculations. Over 25 years experience. CVA, CFE, CFO