John is experienced in the valuation of closely-held business and partnership interests for a variety of purposes, including ESOPs, estate and gift tax matters, litigation support and mergers and acquisitions.  Considerable background in determining discounts and premia for such things as control, lack of control, blockage and lack of marketability.

Education

• Bachelor of Science, Business Administration with an emphasis in Finance from the University of Southern California.
• Chartered Financial Analyst (CFA), CFA Institute
• Uniform Standards of Professional Appraisal Practice, American Society of Appraisers

Expertise

John has expertise in the valuation of various investment instruments including general and limited partnership interests, common and preferred stock, stock options and various types of debt.