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 about valuing promissory notes and has lectured on valuation and financial analysis before many professional groups.

• Valuation Important to Success (Open for Business: Eugene Area Chamber of Commerce, August–September 2010)
• Valuing an Automobile Dealership (National Association of Automobile Dealers, 2000)
• Valuation Discounts for Private Debt in Estate Administration (Estate Planning Journal, June 1998)

• Accredited Senior Appraiser (ASA), Business Valuation, American Society of Appraisers
• Associate Member, Estate Planning Council of Portland
• Member, American Society of Appraisers and the Portland Chapter
• Member, Chartered Financial Analyst® (CFA) Institute and the CFA Society Portland
• Past Chair, Forensic Litigation and Valuation Services group of Praxity, a global alliance of independent CPA firms

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