Senior Valuation Staff
Whitley Penn LLP
At Whitley Penn I've prepared valuations of private, generally closely-held entities with typical revenues of $5mm-$100mm. Our valuations are performed under the three generally accepted valuation approaches: the asset approach, the market approach, and the income approach. I've focused primarily on valuations for equity issued as compensation, financial reporting (including goodwill impairment, purchase price allocations, and intangible asset valuation), estate and gift tax, and litigation support (including corporate/partnership disputes).
My day-to-day responsibilities involve the entire valuation process from the bottom-up, including client management; subject company, economic, and industry research; financial analysis and forecasting; synthesis of value; and the resultant valuation reports. Additionally, I'm responsible for training entry-level staff and working with managers and partners to assign them to projects, as well as perform primary review of entry-level staff work.
I'm also heavily involved in the continued development and refinement of our proprietary valuation models, mostly notably in leading the development of a robust, eight-method cost of capital model and a guideline public company valuation model which uses S&P CapitalIQ's Excel plug-in and syntax.