Equity Value Enhancement

About the Author

By no means a natural athlete (or a Mensa member), Carl's journey has been as much the path of a weightlifter as it has been marathoner literally and figuratively. He has taken his successes and failures (both personal and business) in stride and fashioned a lump of coal into diamond-like brilliance. He brings character, color, and clarity to a profession in need of doers and thinkers, not tinkerers.

Combine a doctoral focus in entrepreneurial finance with a veteran USMC combat officer/strategist and corporate operational audit professional and you produce a dynamic valuation advisor who is as much a litigation support (warrior) expert in governance, business, partnership, class, tax, and fiduciary duty disputes/damages as he is a statesman and spokesman for advanced valuation, strategy, and advisory services addressing both private and public company equity and operational risk issues. In short, he is a strategic value architect.

For 25+ years, Carl has performed and reviewed thousands of valuation reports, operating agreements, financial documents, business plans, corporate records, and industry and market data reports as part of the intellectual rigor he applies to each of his engagements. While a formidable IRS and court qualified expert witness with 170+ matters under his anodized brass belt, his passion lies in the elevation of the valuation industry and company values themselves. His contribution is felt with 300+ presentations and authoritative treatises ...