Service
As a resident of Santa Barbara and Ventura Counties for over twenty-five years, serving the community is a business and personal priority.
Leadership Roles
Cal Coastal Loan Committee*
The 'Y' - Santa Barbara*
Rotary International*
UCSB Foundation
UCSB Affiliates
United Boys & Girls Clubs
Goleta Valley Junior High PTA
Goleta Valley Girls Softball
Dos Pueblos Little League
Montalvo Little League
*Current
Other Investments
Santa Barbara Zoo
Community Covenant Church
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 the competitive advantages of a product or service, how sales of closely held companies are made and returns on investment that buyers demand 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 to NACVA standards
Fifteen Years Valuation Experience
Ongoing Professional Education
Masters in Business Administration
Bachelor of Science in Industrial Engineering
Certified in Production and Inventory Management
Operating Experience
Private Equity
Fortune 100
Family Business
Main Street Business
Angel Investments