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

Litigation Support CV

Consulting-expert, testifying, and rebuttal work — roles, matter types, and an approach built for scrutiny.

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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