ACCREDITED BUSINESS VALUATION APPRAISER
SERVICES
ESTATE & GIFT TAX PLANNING
Valuations for tax purposes have certain requirements, including a written report. The IRS requires both a quantitative and qualitative analysis of the business as well as a discussion of the economy and relevant industry. My goal is to give you peace of mind knowing that your appraisal for tax purposes is well-supported, defensible, and exceeds IRS requirements.
BUY/SELL TRANSACTIONS
Buying or selling a business is a major life decision. Having a current, understandable, and accurate valuation is essential. My goal is to provide clear and concise analyses that gives you the insight needed to make an informed decision.
MARITAL DISSOLUTION
Avoiding a trial is important—not only to save time and money, but also to make a difficult time less stressful. Reaching a fair settlement at mediation is generally the best outcome for everyone involved. My goal is to thoroughly prepare all materials before mediation and review them with you and your counsel to ensure everyone fully understands the valuation process and result.
APPRAISAL REVIEWS
I provide thorough appraisal reviews of opposing valuations to give you confidence in your position. I carefully examine every detail—from methodology to supporting data—so you can be certain your decisions are based on reliable information.
ABOUT ME
Born and raised in Dallas, Texas, I earned my Bachelor of Science in Business Administration from the University of Texas at Dallas and an MBA with a concentration in entrepreneurship from Southern Methodist University.
I am an Accredited Senior Appraiser (ASA) in the Business Valuation discipline with the American Society of Appraisers. With personal ownership of multiple businesses and over 20 years of business valuation experience, I blend real-world entrepreneurial insight with professional expertise. My approach is to make complex valuation concepts clear, balanced, and defensible, delivering practical and useful analyses.
After my own divorce in 2008, I raised four amazing kids by myself. Now that my children are all in college, I spend my personal time lifting weights, flying, biking, playing guitar, running, and reading.
