Valuation is my core financial competency. I am accredited in business valuation and specialize in the performance of valuation studies that are developed and documented to professional standards.
My practice is focused exclusively on the restaurant industry. I have extensive experience in the financial appraisal of restaurant businesses and business interests, including the valuation of restaurant units, restaurant concepts, and restaurant operating companies. This focus enhances my efficiency and effectiveness, as each new engagement builds on a substantial foundation of prior work and experience.
As a solo practitioner I personally develop and document each element of my valuation studies, affording my clients the focused attention of a senior professional. I have a passion for my craft.
These factors serve to enhance the quality and credibility of my analyses and opinions.
Subject interests of my valuation studies may include chain or franchise restaurant units, restaurant concepts, or restaurant operating companies. I can also develop value estimates for securities or fractional interests in restaurant companies including common stock, stock options, preferred stock, and partnership interests.
Independent assessments of value are utilized in a wide variety of business, financial, and legal contexts including: strategic planning, merger, acquisition, or divestiture advisory; buy-sell agreements; financial accounting; estate, gift, and other tax matters; corporate finance, financial restructurings; bankruptcy; shareholder disputes; partnership dissolutions; marital dissolutions; eminent domain; and general business litigation.
Clients of my practice may include restaurant business owners, management, or boards of directors; investors; lenders; and attorneys.
My valuations are developed and documented to professional standards. These standards include the Appraisal Foundation’s Uniform Standards of Professional Appraisal Practice, the American Society of Appraiser’s Principles of Appraisal Practice and Code of Ethics and Business Valuation Standards, and the American Institute of Certified Public Accountant’s Statement on Standards for Valuation Services.