Partner & COO

• Jul 2017 - Present

We provide defensible and reasonable valuations customized to your needs and regulator expectations. Our client list includes WhatsApp, fitbit, Robinhood, PitchBook, Metromile, PlayStudios, Checkr, and PhysioControl.Services: Business Valuation, 409A Valuation / ASC 718 Valuation, IP Valuation, VC / PE Portfolio Company Valuations / ASC 820 Valuation, cryptocurrency / blockchain / founders token valuations, Estate Tax Valuation / Gift Tax Valuation, Partnership Valuation, Complex Financial Instrument Valuation / Derivative Valuation, Purchase Price Allocation/ASC 805 Valuation, Portfolio Company Valuation, Debt Valuation, ASC 350 Valuation / Impairment Testing Valuation / Goodwill Valuation.Want to work with us? Visit our website at RedwoodValuation.com Show less

Director & Chief Operating Officer

• Jul 2016 - Jul 2017

Running the daily operations of Redwood Valuation Partners with a focus on customer service, practice development, thought leadership, and process improvement.Specialize in economic research, financial modeling, and analysis in connection with the valuation of public and privately held businesses, intangible assets / intellectual property, financial instruments, portfolio valuations (VC and PE), and related matters for financial statement reporting, tax reporting, corporate planning, and other purposes.Primary focus is in providing valuations of early stage, venture-backed companies, share-based compensation, purchase price allocations & IP valuations, financial instruments, and other valuations for financial statement and tax reporting purposes. Strong industry experience in medical device, life sciences, pharmaceuticals, therapeutics, SaaS, IaaS, IoT, biotechnology, and other high technology verticals. Show less

Director

• Oct 2015 - Jul 2017

Senior Manager

• Oct 2014 - Oct 2015

- Manage and perform financial reporting and tax reporting valuations across numerous industries and verticals.- Consult with venture capital and private equity firms regarding portfolio and other valuations.- Provide business planning consultations and valuations for potential targets or acquirers. - Primary emphasis on business enterprise valuations, 409A valuations, and intangible asset valuations / purchase price allocations, but with the ability to perform numerous other valuations.- Deep experience with medical devices, life sciences, SaaS, IaaS, biotechnology, and other high technology verticals.- Breadth of exposure to a variety of industries including: airlines/aerospace, telecommunications, clothing/grocery/other retail, consumer product manufacturing and distribution, construction, healthcare, internet and broadcast media, financial services, and numerous other related and non-related industries (billboard advertising, auto dealerships, restaurants, vineyards/distilleries, etc.). Show less

Forensic and Valuation Services, Manager

• Mar 2013 - Oct 2014

• Network with accounting professionals and potential clients to source new work. • Coach, mentor, and supervise analysts and help maintain office morale. • Liaise between management, third party appraisers, and audit teams to address a variety of valuation issues identified in the audit processes. • Provide feedback and process improvement on current valuation models and processes. • Manage purchase price allocation, goodwill impairment, and equity allocation valuation projects. • Review feasibility of budgets and forecasts and provide management with insights regarding assumptions, forecasts, milestones, and expectations. Show less

Consulting and Business Valuation, Senior Analyst

• Dec 2008 - Dec 2012

• Interacted with C-level executives to obtain relevant information, develop strong client relationships and identify potential value-added services to meet client needs. • Designed and implemented the first formal valuation review process for a national accounting firm with over $200 million in annual revenue. • Helped audit teams decrease the workload on over 100 engagements and mitigated potential valuation risk by exposing holes in analyses by implementing flexible review standards. • Served as subject matter expert and manager for financial reporting engagements. • Trained management and third party appraisers in appropriate valuation methodology and process. • Designed template valuation reports and models as wells as memos, checklists, and calculators for tax planning and financial reporting projects. • Performed dozens of estate and tax planning consultations as well as numerous business enterprise and financial reporting appraisals for projects ranging from $4,000 to over $250,000 in scope. Show less

Transaction Services and Valuation Consulting, Associate

• Jan 2006 - Aug 2008

• Collaborated with management and a cross-functional team that included members from the audit, capital markets, and due diligence practices to provide accounting and consulting services to hedge funds. • Supervised new staff and managed private equity valuation and business combination projects. • Performed a variety of valuation and accounting consultations related to business combinations, equity allocation, financial instruments, and other complex financial reporting considerations. • Corroborated with investment bankers and C-level executives to provide pre-deal consulting. Show less

Real Estate Tax Intern

• Jun 2005 - Aug 2005

Lead Teller

• Oct 2003 - Mar 2005

• Coached tellers to sell effectively and provide the highest levels of customer service. • Top selling teller in the district for consecutive quarters and exceeded goals every quarter. • Coached tellers to sell effectively and provide the highest levels of customer service. • Top selling teller in the district for consecutive quarters and exceeded goals every quarter.