Resources

Guides and qualifications for the professionals who own the hardest valuation questions.

A growing library — practical guidance for attorneys, CPAs, lenders, and investors, plus qualifications packages for evaluating an expert.

Featured Guide

10 Valuation Mistakes Sophisticated Investors Make With Complex Assets

A practical field guide to the errors that quietly distort value on quarries, landfills, marinas, agribusiness, and the machinery inside them — and how attorneys, CPAs, lenders, and investors can catch them early.

  • Why the equipment gets valued as an afterthought — and what it costs
  • Reserves, depletion, and the myth of the comparable-sales grid
  • Reading remediation as upside, not just liability
  • The going-concern question every lender should ask

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Downloads & Qualifications

For clients, program chairs, and counsel evaluating an expert.

One-Pager

Representative Matters

Flagship complex-asset assignments as a single-page leave-behind — asset type, scale, and state.

CV

Executive Marketing CV

Two-page overview for attorneys, CPAs, and lenders — the practice, the credentials, the reasons to call.

CV

Technical Qualifications

Full qualifications for RFPs, institutional clients, and detailed qualification requests.

CV

Expert Witness CV

Built for how attorneys evaluate experts — testimony, jurisdictions, disputes, and specialized assets.

Overview

When to Call — Attorney / CPA / Lender Profile

A short "when to bring in a complex-asset advisor" introduction for referral partners.

Speaking

Speaker Sheet

Topics, formats, and CLE/CPE framing for program chairs.

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