Dustin has focused his practice on the valuation of privately held companies across a range of industries since 2009. This includes gift and estate tax, estate planning, potential sale and acquisition, strategic planning, and financial reporting involving ASC 805 intangible asset valuation and purchase price allocation as well as IRC 409A valuation of common stock for privately held companies.

Additionally, Dustin has experience forming and operating companies in the software and health care industries, where he held financial leadership roles.

• Recent Practice Aid Updates (Business Combinations)
  (Praxity FLVS Conference, August 2023)
• Key Steps for a Successful Business Transition
  (Moss Adams Webcast, August 2021)
• Estate Planning & Business Valuation Considering the Proposed Biden Tax Changes
  (New Mexico Estate Planning Council, January 2021)
• Business Valuation Insights
  (Salt Lake Estate Planning Council, November 2019)

• Accredited Senior Appraiser (ASA), Business Valuation, American Society of Appraisers
• Executive Board Member, Salt Lake Estate Planning Council
• Member, Chartered Financial Analyst® (CFA) Institute and the CFA Society Salt Lake
• Member, American Society of Appraisers and the Salt Lake City Chapter

• BS, business administration and finance, Portland State University
• MS, financial analysis, Portland State University