Providing a range of business valuation services for corporations, partnerships, professional practices, estates, judicial bodies, and individuals.
Van Amburgh Valuation Associates, Inc., Midlothian, Texas
Direct consulting practice that prepares valuations of closely-held businesses, partnerships, and intangible assets for estate and gift planning, mergers, tax reporting, marital dissolution, and corporate financial planning purposes.
Katzen, Marshall & Associates, Inc., Dallas, Texas
Prepared valuations of closely-held businesses, partnerships, and intangible assets for estate and gift planning, mergers, tax reporting, marital dissolution, and corporate financial planning. Job responsibilities included: coordinating work flow, professional review, client marketing, drafting engagement proposals, managing field visits, performing research and information gathering, preparing comprehensive financial analyses, and producing written valuation reports from start to finish.
FirstNet Corporation, Dallas, Texas
Directed financial, accounting, credit, planning, and human resources functions of a national merchant-based credit card processing operation. Industries serviced included: telecommunications, general retail, food distribution, transportation services, and internet sales.
Van Amburgh / Alamo Explosives, Inc., Dallas, Texas
Directed financial and accounting operations of family owned explosives distributorship. Managed eight warehouse facilities located in six states. Completed conversion of financial accounting systems from manual entry to fully-automated UNIX system.
Alliance Appraisal Group, Inc., Dallas, Texas
Prepared full narrative appraisals of undeveloped land, commercial property, residential subdivisions, and other real estate.
The Watson & Taylor Companies, Inc., Dallas, Texas
Managed budgeting and financial planning processes for large real estate developer engaged in mini-warehouse operation and land syndication. More than 220 properties were analyzed on a monthly, quarterly, and annual basis. Managed workout of entire portfolio for stockholders, lenders, and trade creditors.
American Appraisal Associates, Inc.
Prepared valuations of closely-held businesses, partnerships, and intangible assets for estate and gift planning, mergers, asset allocations, tax reporting, and corporate financial planning. Job responsibilities included: performing research and information gathering, preparing comprehensive financial analyses, and producing written valuation reports from start to finish.
American Society of Appraisers, January 1999. President, Dallas / Fort Worth Chapter – 2001-2004, 2008-2009.
Southern Methodist University, Dallas, Texas, September 1981. Concentration in Finance. Member of Student Administrative Board, 1981.
Washington & Lee University, Lexington, Virginia, June 1980. Major in Business Administration.
Dispute Resolution Services of North Texas, Inc.