Saint Louis, Missouri 63011
Profession(s)Financial Professional, Mediator
Experience preparing valuations for estate tax reporting and planning, M&A transaction planning, dispute resolution, strategic planning and financial consulting. Conducts business valuations for litigation support services and expert witness testimony in cases regarding marital dissolution, shareholder disputes, commercial litigation, business interruption claims, personal damage calculations and lost profits. Participated in fraud investigations for various privately-held companies, government entities and municipalities.
Works with disputing owners or partners seeking to understand the value of the business and have one owner exit the business through purchase/sale of the interest or through litigation.
Manages marital dissolution cases by valuing business interests, calculating maintenance, providing income and cash flow, as well as tracing separate/marital assets.
Experienced in providing valuation and consulting for companies ranging in size from large, privately held or publicly-traded firms to small, privately-held operations and family limited partnerships (FLPs).
Expertise lies in performing valuations in many industries, including internet start-ups, colocation and cloud computing, internet applications, real estate holding companies, manufacturing, distribution, wealth management, automotive/car dealerships, heavy-duty towing, construction, electrical contracting, plumbing contractors, retail donut producers, steel bar manufacturers, metal stamper, specialty plastic container manufacturers, fast-food retail franchises, accounting firms, financial services, food and produce distributors, gas stations, hospitality services, healthcare (pharmacies, rural health clinics, nursing homes, adult daycare, doctors, dentists, orthodontists, chiropractors, anesthesiologists, maxillo-facial surgeons, sports medicine), funeral homes, insurance companies, architects and engineers, landscaping, law firms, marketing research, nuclear power plants, payroll services, plastics (injection molding, thermoforming, packaging), laser job shop, labeling equipment, trucking and transportation, human resource and hospitality consulting, customs clearance, importer and exporter, specialty ice-cream manufacturers and distributors, retail muffler operations, automotive aftermarket supplier, diamond distributors, personal care providers, online security companies, concrete contractors, environmental recycling and trash removal, grocery stores, printing and imaging, specialty retail, restaurants, bars, taverns, production and entertainment companies, technology and website developers.
Professional ActivitiesMember of NACVA’s Executive Advisory Board (2019-Present) Instructor for NACVA’s Current Updates in Valuations (CUV) – a one-day course required for member recertification (2017-Current) Senior Correspondent for “Around the Valuation World” for Appraisal Database & Mentoring Services (ADAM) (2013-current) Member of NACVA’s Litigation Forensics Board (2015-2018) Recipient of the 2014 “40 Under Forty” Award from NACVA and Consultants’ Training Institute (CTI) National Association of Certified Valuators and Analysts (NACVA) - Member Institute for Divorce Financial Analysts (IDFA) - Member Collaborative Family Law Association (CFLA) - Member
B.S., Business Administration, Creighton University - 1997
Master of Science in Finance, Saint Louis University - 2000
Monthly Webinar Interviews and Industry Compliance Presentation for Around the Valuation World
BV Resources Webinar– Valuation in Divorce: Winning Clients and Testifying in Court
American Society of Appraisers Webinar – Expert v Attorney: How to Leverage Your BV Experience in the Courtroom
16th Annual Domestic Litigation Forum – Let Your Valuation Expert Work for You
NACVA and CTI’s 2016 Annual Consultants’ Conference – How to Defend 90%+ of Your Valuation Assumptions with Excellent Research – In and Out of Court
NACVA and CTI’s 2016 Annual Consultants’ Conference - Hardball with Hitchner – panel of experts discussing relevant valuation topics – Panel included Shannon Pratt, Nancy Fannon, Roger Grabowski and Melissa Gragg – Moderator: Jim Hitchner
NACVA and CTI’s 2017 Annual Consultants’ Conference – Top Five Financial Issues in High Net Worth Divorces
NACVA and CTI’s 2017, 2018 & 2019 Annual Consultants’ Conference – Federal & State Case Law Update
MoBarCLE and The Missouri Bar Family Law Section’s 2017 Annual Family Law Conference – Effectively Deposing Your Opponent’s Financial Expert
Missouri Bar/Missouri Judicial Conference 2018 Annual Meeting – Impact of New Tax Law on Family Law Cases