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Located in the heart of Northern California, our valuation services consulting firm specializes in delivering expert advice and reports to businesses, business owners, and professional advisors.
A principal valuation professional with 15 years of experience and an extensive background in valuing private and public equity, debt, derivatives, and developing complex financial models across various sectors.
Meticulous attention to detail, and commitment to excellence. Whether assisting with strategic financial planning or providing valuations for compliance purposes, we are dedicated to supporting our clients’ financial goals with precision and integrity. By partnering with us, clients gain access to seasoned valuation expertise and decision critical market data.
Ensure accurate and insightful valuations of private businesses by combining innovative approaches, visionary perspectives, practical knowledge, and specialized skills to capture true value comprehensively.
An honest, credible, and unbiased valuation of a private business ensures fair transactions, supports accurate financial reporting, aids strategic planning, and fosters trust among stakeholders, investors, and regulatory authorities.
A client-focused, competitively priced approach ensures trust, satisfaction, and repeat business, while providing high-quality valuation and appraisal services that stand out in a competitive market.
Elevator Pitch –
Seasoned professional, Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) with a passion for providing valuation and financial advisory services to a diverse range of clients. Driven by the challenge of delivering accurate, reliable, and timely valuations that meet the needs and expectations of our clients and stakeholders.
If you really want to know –
Growing up in California working for my father’s small electrical company during the hot summers inspired me to study hard for a job that would be in an air-conditioned office. After graduating high school as class valedictorian (really wanted that air conditioning) I attended Cal Poly, San Luis Obispo. It was there that I discovered my interest in finance given its intellectual rigor and quantitative depth, with a touch of competitive spirit. Thanks to some luck and good mentorship I was able to schedule enough classes for a dual concentration in finance and accounting as well as a minor in economics. Graduating with honors, magna cum laude.
For a short time after college, I had the opportunity to work as an equity research analyst at UBS, but the hardships of the 2009 financial crisis would set me on my ultimate career path.
Many of my friends and family know that I credit my next job as an analyst with the Valuation Service Group of Moss Adams to a flying monkey. Literally. After meeting the partner that I would eventually work closely with at Moss, I knew it was the place for me. The next 13+ years were punctuated by interesting projects, awards for financial model development and technical expertise, and traveling with the family.
In the beginning of 2024, now a Director at Moss Adams with a young family of four, I decided to pursue a ‘fervent zeal for industrious enterprise’ in a solo practitioner setting. I look forward to what the future holds, following the tenets of this new firm’s motto:
Quaerere, Discere, Audere
To seek, to learn, to dare