Service
As a resident of Santa Barbara and Ventura Counties for over thirty years, serving the community is a business and personal priority.
Leadership Roles
Cal Coastal Loan Committee*
Rotary International*
Community Covenant Church*
UCSB Foundation
UCSB Affiliates
United Boys & Girls Clubs
The 'Y'
University of Michigan Alumni - Orange County
Santa Barbara Chamber of Commerce
Oxnard Chamber of Commerce
Dos Pueblos High School PTSA
Goleta Valley Junior High PTA
Goleta Valley Girls Softball
Dos Pueblos Little League
Montalvo Little League
*Current
Other Investments
Santa Barbara Zoo
Young Life
City Impact San Francisco
City Center Ventura
Qualifications
Being able to assess a business is key to getting to value right. Although being able to read financial statements and select the right methods to solve the problem is important, understanding how sales of closely held companies are made and items that don't show up on financial statements is just as important. Having actually worked in a broad array of businesses that were acquisitions, having acquired companies and having led firms as board member or the CEO helps provide that perspective.
Training
Certified Valuation Analyst Credential
Peer-reviewed Valuation Author
USPAP Compliance
Angel Investment Valuation
Business Brokerage
Ongoing Professional Education
Masters in Business Administration
Bachelor of Science in Industrial Engineering
Certified in Production and Inventory Management
Operating Experience
Fortune 100
Private Equity Owned
Family Business
Main Street Business