PRIVATE SECTOR EXPERIENCE

Current

    • Principal, Economics Partners – a Ryan Company, Salt Lake City - Pleasant Grove office
      • Specializes in providing transfer pricing and business valuation services to clients in a variety of industries.

Previous

      • Partner, transfer pricing and business valuation firm
        • Led the firm’s valuation practice and was actively involved in business valuations for strategic, partnership buy/sell situations, income tax, gift, and estate and financial reporting purposes.
        • Substantial accounting and finance experience having been involved with the implementation of two Sarbanes-Oxley certification programs at public companies, advising clients on raising public and private capital offerings, and valuing companies and investment securities.
      • Managing Director, equity valuation firm
      • Senior Principal, investment banking services firm
      • Associate Investment Banker, financial services firm
      • Manager, Financial Assurance, e-learning company
      • Project Manager, telecommunications company
      • Consultant, multinational professional services firm

PUBLICATIONS

Published Papers

      • Two Standard and Defensible Approaches for Valuing the Common Stock of Early­­­­­-Stage, Privately Held Companies That Have Issued Only Common and Convertible Securities, Contributing Author, May 2016

PRESENTATIONS

      • Business Valuations, MATTER – Chicago Healthcare Incubator, Invited Presenter, September 26, 2016
      • Valuation Overview, Utah Valley University Foundation Investment Managers, Invited Presenter, July 20, 2016
      • ESOP Valuations, Knox Capital Exit Planning, Invited Presenter, April 7, 2016
      • IRC Section 409A, eShares, Inc., Invited Presenter, March 30, 2015
      • Investments Panel: Comparing and Contrasting Direct Investments to Fund-of-Fund Investments, Brigham Young University, Invited Participant, October 31, 2013
      • The Latin American Automotive Market, Terrapin Latin American Investment Conference, Invited Presenter, September 27, 2012
      • Risk Management Fundamentals, Sprint Corporation, Instructor, 2004–2005

PROFESSIONAL AFFILIATIONS

      • American Institute of Certified Public Accountants (AICPA)

EDUCATION/ACCREDITATION

    • Master of Business Administration Degree, Finance, Brigham Young University
    • Bachelor of Science Degree, Accounting, Brigham Young University
    • Accredited in Business Valuation (ABV), AICPA
    • Certified Public Accountant (CPA), Commonwealth of Virginia and State of Utah
    • Fluent in written and spoken Spanish; working knowledge of Portuguese
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