Derek has provided financial advisory services to companies and business owners since 2001. He currently leads the firm’s Valuations Practice in the Central region and works with a variety of private and public companies, investment funds, individuals, and families on issues related to raising capital, M&A, stock issuance, complex financial instruments, tax and succession planning, and litigation and shareholder disputes.

Derek has advised over 150 wineries on a variety of transaction and consulting projects in his career. In previous roles, Derek was an investment banker and wine brand owner.

• Preparing for a Liquidity Event in a Rapidly Changing Craft Beer Market (Craft Brewing Business, November 2018)
• 409A Valuations and Why They Are Important (Digital Colorado, June 2017)
• Now is the Time to Sell Your Beverage Business (Hein & Associates, January 2017)

• Food & Beverage Value Enhancement & Transaction Readiness
  (Webinar, August 2022)
• Craft Beer Business Leader Roundtable
  (California Craft Brewers Association Spring Conference, April 2022)
• Business Valuation, Succession, and Estate Planning
  (Colorado Association for Viticulture & Enology VinCo Conference, February 2022)
• Vineyard and Winery Accounting, Tax, and Valuation Issues
  (Texas Wine and Grape Growers Association Grape Camp, November 2021)
• Valuing Beverage Alcohol Companies
  (ASA Denver Chapter, September 2021)
• Going Concern, Valuation, and Impairment
  (Rocky Mountain Accounting Conference, November 2020)
• Valuing Wineries is Easy – Just Ask My Empty Glass!
  (Houston ASA Chapter, October 2020)
• What Happens if Things Go Sideways
  (Used Brewery Equipment, July 2020)
• Decision Making During Adversity – Pathways to Pivot
  (Colorado Brewers Guild, March 2020)
• Maximizing Exit Opportunities
  (New Mexico Wine Education Conference, February 2020)

• Board Member, Wine League
• Member, Association of Certified Fraud Examiners (ACFE)
• Member, Brewers Association
• Member, American Society of Appraisers and the Denver Chapter

• BA, business economics, University of California, Santa Cruz
• Certificate, leadership and management, University of California, Berkeley