Background & Experience
WHAT YOU SHOULD KNOW ABOUT ME:
I am passionate about Entrepreneurship. I teach entrepreneurship, have owned multiple businesses, and have become a trusted adviser to business owners regarding their entrepreneurial exit.
I teach MGT 340 Fundamentals of Entrepreneurship and MGT 420 New Venture Creation at Colorado State University. Previously, I was a part-time instructor at Kent State University where I taught entrepreneurship courses and mentored students about new venture creation.
In addition to my university education, related industry certifications that I have achieved include the ASA (Accredited Senior Appraiser) designation from the American Society of Appraisers, CVA (Certified Valuation Analyst) from the National Association of Certified Valuators and Analysts, CBI (Certified Business Intermediary) from the International Business Brokers Association, and CEPA (Certified Exit Planning Advisor) from the Exit Planning Institute.
I previously founded a valuation firm that focused on two aspects of valuation, Equipment Appraisal Services (www.EquipmentAppraisal.com) and Business Valuation Specialists (www.BusinessValuations.net). The firm helps lenders, attorneys, and business owners make informed decisions related to valuation. Clients have ranged from large public companies to small businesses. I have also provided expert witness testimony for multiple litigation cases related to valuation. Over the years, I have acquired a portfolio of intellectual property assets to later be monetized, one of which is www.EquipmentAuction.com. Prior to this company, I founded a business brokerage company which completed over 100 business transactions before selling the firm in 2011.
Prior to becoming an entrepreneur, I worked in the manufacturing industry at General Motors and Delphi Corporation in supply chain management (global purchasing, quality assurance, production control/logistics, and lean/value stream mapping).
PhD from Oklahoma State University, Mechanical Engineering degree from YSU, and MBA from Carnegie Mellon.
Past Business Corporate and Government Clients
Provided appraisal reports for government agencies, privately-held companies, and public companies such as: Acceleron Pharma (NASDAQ: XLRN), Apogee Enterprises, Inc. (NASDAQ: APOG), Barnes Group Inc. (NYSE: B), CITGO Corporation, The Commonwealths of Kentucky & Pennsylvania, Fluor Corporation (NYSE: FLR), Holcim, Johnson Controls, Inc. (NYSE: JCI), Kohler Co., Magneti Marelli, Marvell Semiconductor (NASDAQ: MRVL), New York Power Authority, Robert Bosch LLC, MAN Diesel & Turbo, Miba AG, Nucor Corporation (NYSE: NUE), TE Connectivity Ltd. (NYSE: TEL), The Ohio Department of Transportation and many others
Past Business Banking and Insurance Clients
Partial list of current/past lender and insurance company clients: Atlantic Coast Bank, Bank of Missouri, Bank of Montana, Bank of Oklahoma, Bank of the Panhandle, Bank of the West, BB&T, BBVA Compass, Business First Bank, Celtic Bank, Champaign Bank, Citizens Bank, City National Bank, Commonwealth Business Bank, CSB Bank, Enterprise Bank, Erie Insurance, Extraco Bank, First Bank, First Farmers, First National Bank, First National Bank of Minnesota, First Nations Bank, FirstMerit Equipment Finance, Franklin Synergy Bank, Georgia Banking Company, Great Southern Bank, Heartland Bank, Home Savings Bank, InterBank, Kish Bank, Lake Area Bank, Lorain National Bank, Mainland Bank, MidSouth Bank, Mutual of Omaha Bank, National Credit Union Administration, Nationwide Insurance, NOA Bank, NorthStar Bank, Northwest Community Bank, Northwest Savings Bank, Peoples Bank, PNC Bank, RBS Citizens, Regions Bank, Republic Bank, Security Federal Bank, ServisFirst Bank, TDBank, Tennessee Farmers Mutual Insurance Company, The Citizens Bank, The Huntington National Bank, The National Bank, U.S. Bank, Union Bank, USAmeriBank, Vectra Bank, Wells Fargo, Zions, Zurich N.A. as well as others