Industry Expertise

Biography

Alan has provided valuation services since 1987. He supervises and reviews business valuations for a wide variety of purposes, including mergers and acquisitions, estate and gift planning, financing, and litigation. Alan has testified as an expert witness in US Tax Court, in US Bankruptcy Court, and in Oregon, California, Washington, and Montana venues. He has been published in a national journal on the subject of valuing promissory notes and has lectured on valuation and financial analysis before many professional groups including the National Business Institute, Key Bank, Southern Oregon Estate Planning Council, Oregon State Bar, American College of Trust and Estate Council, and Union Bank of California. Alan is a Chartered Financial Analyst and an Accredited Senior Appraiser.

Selected Publications

  • "Get Growing: How to Build Value in Your Business" (Moss Adams Insight, March 2015)
  • "Valuation Important to Success" (Open for Business/Eugene Area Chamber of Commerce, August/September 2010)

Professional Affiliations

  • Associate Member, Estate Planning Council of Portland
  • Member, American Society of Appraisers
  • Member, American Society of Appraisers, Portland Chapter
  • Member, Certified Financial Analyst Institute
  • Member, Certified Financial Analyst Society of Portland

Education

  • BA, mathematical economics, Pomona College
  • MBA, finance and accounting, University of Chicago