A frequent speaker for legal, accounting, and lending audiences — framed for CLE and CPE credit.
A short introduction to the practice and the ideas behind Beyond the Core Four — why complex operating assets demand a different approach, and when to bring in an integrated valuation advisor.
Program chairs: a downloadable speaker sheet and topic menu are below, and custom sessions can be built for your audience.
Invite Daniel to Speak90-second introduction — embed coming soon.
Valuing specialized land and improvements under an easement — where estate plans, charitable deductions, and enforcement collide.
Reading unglamorous assets as regulated infrastructure with scarcity economics and durable, essential demand.
Why the machinery often outvalues the building — and what that means for collateral, disputes, and PPA.
Underwriting remediation risk on contaminated and Superfund property — and where the value gets mispriced.
Explaining reserves, going-concern value, and specialized equipment clearly to a judge or jury.
Sessions tailored to a bar section, CPA society, or lending group around the assets your members actually encounter.
Estate planning councils, bar association CLE sections (real property, litigation, probate & estate planning), CPA societies, and commercial real estate and lending groups. The practice is national in scope; programs travel and translate well to webinar formats.
Tell us your audience and format — we'll tailor a session that earns their attention and their credit hours.
Invite Daniel to Speak