I have over 45 years of valuing, financing and selling family-owned businesses in a myriad of different industries. Best known in the estate and gift tax valuation world, I have testified in several landmark
cases tried in the U.S. Tax Court. My deep experience in handling controversies with the IRS has helped me to assist tax attorneys in gaining favorable settlements for their clients. I also serve as an expert
witness in commercial litigation involving business valuation.

For the first half of my career, I worked in the corporate finance departments of regional investment banking firms in Texas working on IPOs and public and private placements of equity and debt for
operating businesses. I also worked in M&A, being the lead investment banker on the sale of several family-owned businesses. This experience is especially invaluable when consulting with business owners about their succession plans.