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Jay B. Abrams, ASA, CPA, MBA
4605 Lankershim Blvd.,Suite 716
No. Hollywood, CA 91602
----Multiple States-----
CA, NY USA
phone: 818-505-6008
fax: 818-761-2148
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Jay B. Abrams, ASA, CPA, MBA, founder and head of Abrams Valuation Group, Inc. (AVGI), has over 25 years of experience as a Business Appraiser. Integrating theory and practice, he has valued businesses and consulted on mergers and acquisitions in a wide range of industries, provided valuations and discounts for fractional interests and restricted stock, and conducted independent statistical and mathematical research regarding problems facing businesses.

Mr. Abrams has made significant contributions to the science of valuing businesses. He has created 11 inventions, including financial models with dozens of original formulas to improve discount rate calculations, marketability & control adjustments, cash flow forecasting, ESOP valuations, and other applications. Mr. Abrams is the author of over 20 quantitative articles and two books:Litigation Support - Mr. Abrams provides expert testimony and damage calculations for lawsuits regarding Impaired Assets and Loss of Shareholder Value. He can help determine if a loss has occurred, provide a scientific basis for calculating the amount, and give expert testimony about his findings in court. His firm's credentials, detailed work product, and clear explanations create confidence among juries and judges, which can prove critical to the final outcome.

Background - Prior to founding AVGI, Mr. Abrams was a founding partner in the San Diego accounting firm of Thefeld, Finch and Abrams, headed the valuation practice of Pacific Corporate Valuations in La Jolla, California, and worked as a senior valuation economist for Arthur D. Little Valuation, Inc. and, in the 1970s, as an auditor for Arthur Andersen. He earned an MBA in Finance and Marketing from the University of Chicago, and a B.S. from California State University at Northridge. Mr. Abrams is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers and is a certified public accountant (CPA).

New York Office: 718-771-0101 Phone / 718-771-6366 FAX


View Abrams Valuation Group's Consulting Profile.
Regression analysis is a statistical technique to measure the mathematical relationship between a dependent variable and one or more independent variables. In the context of the Market Approach in business valuation, the dependent variable is usually some variation of Fair Market Value (FMV), i.e., market capitalization in the Guideline Public Company method, selling price (IBA), or MVIC (Market Value of Invested Capital, Pratt's Stats).

11/25/2009 · Accounting
This article presents a discussion of the validity of using the mid-year convention from a different point of view than the March 2002 BVR article by Michael Dobner.

11/25/2009 · Damages
We all have used the Discounted Cash Flow (DCF) method. Many of us would agree that it is generally the best, most comprehensive, theoretically correct valuation model. It also has an empirical reason to be the best, which is that many of us calculate our discount rates using the Ibbotson data in the SBBI annual yearbooks, which are based on publicly traded stock data.

11/25/2009 · Damages
This article arose from an actual litigation. To protect the identity of the parties, I usefictional names.

It seems to me that healthy dialogue among practitioners is a useful tool in facilitating our growth as a profession. It is in that spirit that I wish to respond to my colleague, Chris Mercer’s recent article,[Citation Omitted] wherein he asserts that my misunderstanding of his Quantitative Marketability Discount Model (QMDM) explains the disparity in my results and his in calculating the discount for lack of marketability (DLOM). Accordingly, in this article I will

Jay B. Abrams
Helps business owners determine the value of their businesses, attorneys and financial professionals better represent and advise their clients, and virtually all professionals involved in business valuation do their jobs more efficiently.
Jay B. Abrams
Quantitative Business Valuation is the first authoritative work to guide professionals through the business valuation process with a quantitative--as opposed to qualitative--focus.
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Hiren Kulkarni
180 Lonsdale Street
Melbourne Victoria 3000
AUS
phone: +61398387759
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Hiren Kulkarni specializes is IT Services, Account Management, Business Continuity of IT Services & Support Systems. He is experienced in Business Systems Integration (mergers and acquisitions), Business Process Transformation and ERP Implementations.

Mr. Kulkarni offers Expert Witness and Expert Consultant Services in Project Management, Strategy, Delivery & Execution. He is Certified in Prince2, ITIL and specializes in Oracle Business Intelligence tools & E-Business Suite Modules: Project Accounting (Costing, Billing, Management), SLA, E-Tax, GL, AP, AR, FA, PJM, INV, iExpenses, iProcurement, PO.
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Nile L. Nickel, CEO
Cellular Reconciliation SME
11701 Belcher Rd. S
Suite 116
Largo FL 33773
USA
phone: 727-459-3899
fax: 727-231-0725
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Nile Nickel Cellular Reconciliation Expert PhotoNile L. Nickel is a Cellular Reconciliation Subject Matter Expert with over 25 years of experience analyzing commission statements. He has specific management experience in Wireless / Cellular Operations, Insurance, High Tech Sales and Distribution Management, and Construction Contract and Project Management (FL State Certified General Contractor).

A certified expert in retail POS systems, retail financial controls, back office operations, and financial and transactional based reconciliations, Mr. Nickel provides outsourced businesses services to the telecommunication industry, including an Internet based FACTA compliant document management system that includes encryption, collection, storage, reporting and retrieval of documents, niche accounting (reconciliation), and revenue recovery services.

Nile Nickel provides litigation support services to attorneys representing cellular dealers and wireless agents. His expert testimony is available to both Plaintiff and Defense. Mr. Nickel's services include compensation analysis, report writing, depositions, and expert testimony when necessary.

Areas of Specialization:
  • Cellular Retails Operations
  • Data Records, Credit Card, and Commission Reconciliation
  • Revenue Recovery
  • Process Automation
  • FACT Act compliance issues
  • IT Management
  • Selected Litigation Cases:
    • Z-Page Communications, Inc. v. Southwestern Bell Mobile Systems, Inc., et. Al., Case No. 2001-09-4057-G (404th Texas State District Court) - Retained as a cellular industry expert. Performed compensation analysis for Independent Agent. Provided expert report and expert testimony.
    • Dish Network LLC fka EchoStar Satellite LLC v. Airbell Wireless, Inc., Case No. 77 147 Y 00345 08 JMLE (Arbitration) - Retained as cellular industry expert. Performed records analyses to validate compensation. Provided expert report and deposition testimony.
    • Harlow v. Sprint Nextel Corp., Case No. 0 8-CV-2222 KHV/DJW - Retained as a cellular industry expert. Performed compensation analysis for Business Channel Sales Employees. Provided expert report, rebuttal report and deposition testimony.
    View Nile Nickel's Consulting Profile.
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    Patrick Kilbourne
    CPA/ABV, CMA, CGMA, CFE, CFF, MBA, MACC
    201 S. Main St.
    Ste. 450
    Salt Lake City UT 84111
    USA
    phone: 801-321-6335
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    Patrick Kilbourne, CPA/ABV, CMA, CGMA, CFE, CFF, MBA, MACC, is an expert in applying Finance, Accounting, and Economic Analysis to damage assessments, lost profits, and financial statement analyses.

    He earned a Master of Business Administration (MBA) degree from the University of Pennsylvania’s Wharton School of Business and a Master of Accountancy degree from Brigham Young University.

    Mr. Kilbourne is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), a Chartered Global Management Accountant (CGMA), and a Certified Fraud Examiner (CFE). He is also Certified in Financial Forensics (CFF) and Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA).

    Currently a Director at Berkeley Research Group (BRG), he spent 9 years at LECG as a Director. Prior to LECG he was the head of Arthur Andersen’s Strategy Finance & Economic Consulting practice in Salt Lake City, where he oversaw accounting, intellectual property, economic consulting, and forensic accounting services.

    Patrick Kilbourne provides litigation support service to attorneys for both Plaintiff and Defense. He has been retained as an expert in numerous matters and has testified as an expert in both federal and state venues.

    Areas of Expertise:
    • Damages Analysis
    • Finance and Valuation
    • Forensic Accounting and Investigations
    • Intellectual Property
    • Labor and Employment
    View Patrick Kilbourne's Consulting Profile.
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    Capital Consultants Realty Services
    Roland Freeman
    CPM, CRE, FRICS
    5720 LBJ Freeway Suite 460
    Dallas TX 75240-6328
    USA
    phone: 972-233-3550
    fax: 972-233-3540
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    Roland D. Freeman is a Real Estate Finance and Property Management Expert with experience in Group Investment, Acquisitions, Marketing and Development. He holds the CPM, CRE and FRICS designations from IREM, Counselors and Royal Chartered Surveyors. Mr. Freeman's total lifetime transactions have passed the four billion dollar level. Besides being involved in some manner with over 175,000 apartments, he has handled development, management, and/or finance on several million square feet of retail, industrial, and office space as well as six hotels. His subdivision and site development experience has covered nearly 1,000 acres. During the last 50 years, Mr. Freeman estimates that he has been to 2,000 closings and signed nearly one billion dollars worth of real estate mortgages. He now has over 100 public and private real estate syndications added to his experience.

    Mr. Freeman now devotes most of his personal time to consulting, research and litigation support. His cases deal with Property Management, Finance, Construction, Development, Acquisitions, Due Diligence, Syndication, Partnership and Real Estate Brokerage and Accounting Issues. He has given testimony in Federal Bankruptcy, Tax and District Courts and numerous State and County Courts. He also participates in arbitration panels and as an NASD arbitrator. Mr. Freeman's cases have been 70% defense, 30% plaintiff in twenty-five years as an expert.

    Mr. Freeman has been an officer in numerous professional and trade organizations including the Presidency of two national groups. He is a frequent speaker and writes and teaches in industry schools and seminars. He has received numerous awards for outstanding service and achievement in his field of expertise.

    Areas of Expertise:
    • Maintenance and Security
    • Development Feasibility
    • Bankruptcy Plan Feasibility
    • Property Management Standards
    • Fraud in Sales Transactions
    • Due Diligence Issues
    • Standards of Care in Employee and Resident Screening
    • Contractor Supervision
    • Forensic Property Management Accounting Issues
    View Consulting Profile.
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    Victor P. Republicano, Jr., CPA, CGMA
    Director, Litigation Services
    875-A Island Drive, Suite 250
    Alameda CA 94502
    USA
    phone: 510-522-7111; cell: 510-219-7111
    fax: 510-580-7077
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    Victor Republicano, Jr., CPA, CGMA is an accounting and consulting practitioner, who has provided professional services to business owners, corporate management, lawyers and their clients, since 1977.

    Mr. Republicano provides assistance in all phases of the litigation process, from strategy sessions early in the dispute, through settlement negotiations, and trial. Among his distinguishing achievements are his CGMA (Chartered Global Management Accountant) designation from the AICPA (American Institute of Certified Public Accountants); Diplomate status from the American Board of Forensic Accounting, and his Fellow status from the American College of Forensic Examiners, in addition to his affiliation with the Association of Certified Fraud Examiners. Mr. Republicano has extensive experience in providing litigation consulting services and expert testimony in a wide variety of areas. His litigation consulting projects have included damage assessment and analysis, inspection and reconstruction of accounting records, pre-trial preparation, expert testimony, witness preparation, courtroom assistance, and post-trial consultation with counsel. He has served as an expert witness in over 100 cases, including matters in state and federal court, administrative proceedings, and alternative dispute resolution forums.

    Mr. Republicano is experienced in small business consulting, accounting and auditing, publicly traded companies, and litigation services. His industry experience includes: Ag-Chem, Construction, Distribution, Financial Institutions, High-Tech, Manufacturing, Network Marketing, Non- Profit Organizations, Professional Services (Architects, Engineers, Law Firms, etc), Securities and Retail. Mr. Republicano has assisted a variety of companies with IPO's, private placements and statutory filings with the Securities and Exchange Commission. He also has provided extensive consultations to entrepreneurs and others and other non-public business owners regarding mergers and acquisitions, inventory control systems, credit and collections management, and property lease analyses.

    Litigation and Other Services:
  • Accounting
  • Alternate Dispute Resolution (Mediation, Referee, Special Master)
  • Business Valuations
  • Construction Claims
  • Contract Disputes
  • Expert Witness
  • Damage Calculations and Assessment
  • Economic Loss
  • White Collar Crime
  • Forensic Accounting
  • Fraud
  • Insurance Claims
  • Investigative Services (accounting, finance, business and trade practices)
  • Lost Profits
  • Personal Injury
  • Reconstruction of Accounting Records
  • Witness Preparation
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    Laura Lemco
    Automotive, Motorcycle, Power Sport Dealership Appraiser
    National and International Services
    CO USA
    phone: 303-994-6919
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    Laura Lemco Motorcycle Dealership Expert PhotoLaura Lemco has more than 25 years of experience working for both Motorcycle Retail and Original Equipment Manufacturer (OE) Sectors, while growing up in her parents' motorcycle and automotive dealerships. She currently specializes in Automotive and Motorcycle Dealership Appraisals both nationally and internationally.

    After serving as the Vice-President of Business Development and Marketing at Lemco Management Group, Ms. Lemco eventually took over the consulting business, starting Motorcycle Industry Consulting Services, Inc. Recently, she established Dealership Valuation Services, LLC, to offer appraisal services to automotive and powersports dealerships.

    Ms. Lemco is a member of the American Society of Appraisers and the National Association of Certified Valuators and Analysts, which provide standards, education, resources, accreditation and self-regulation of appraisal practices. She has completed the Principles of Value courses for Business Valuation offered through the American Society of Appraisers, and regularly attends national and international valuation conferences to stay up-to-date with the latest methods and resources available.

    Litigation Support - Laura Lemco provides expert witness reports and testimonies on Auto, Motorcycle, RV, and Boat Valuations and Dealership Operations. She has been deposed by litigation attorneys and the IRS and has been interviewed by the FBI. Ms. Lemco is able to think clearly under pressure.

    Having experienced her own business litigation case, Laura understands the legal process and the importance of documentation, discovery and responses, and appreciates the amount of work involved in any legal case. She is able to meet deadlines, cope with stress, and communicate clearly with a diverse audience.

    View Laura Lemco's Consulting Profile.
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    Alexander Schuler
    Head of Valuation Services
    General-Guisan-Quai 38
    Zurich 8022
    Switzerland
    phone: +41 58 279 7635
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    Alexander Schuler, CPA, is a Financial Expert who specializes in Business Valuations of public and private companies and for Intangible Assets such as technologies / patents, IPR&D, brands, customer relationships, and contracts.

    Mr. Schuler has over ten years of relevant experience as an international corporate advisor. Having worked in Germany, the United States, and Switzerland, he has extensive experience with national and cross-border valuation engagements. Mr. Schuler's background also includes three years with a global engineering company in their global Mergers & Acquisitions / Transactions team. Currently the Head of Valuation Services at Deloitte AG, Mr. Schuler is responsible for the growth and development of the Swiss valuation practice in Zurich and Geneva.

    Litigation Support - Alexander Schuler provides litigation support services to counsels representing both Plaintiff and Defense. He has served as a qualified expert witness in national and international projects. Mr. Schuler focuses on Business and Intangible Asset Valuations in the context of:
    • Transactions
    • Dispute Resolutions
    • Damages Calculations
  • Lost Profits
  • Purchase & Tax Accounting
  • Restructuring
  • View Alexander Schuler's Consulting Profile.
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    Dennis E. Coleman, JD, MPH
    1237 S. Victoria Ave., # 265
    Oxnard CA 93035
    USA
    phone: 661-313-6579
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    Dennis E. Coleman, JD, MPH, has over 40 years of experience in Hospital and Healthcare Management. In 1990, he formed his own hospital administration / healthcare management services consulting firm provide healthcare management services to various healthcare provider clients in a variety of areas, including strategic planning, business development, operations management, sales and marketing, policy & procedure development, and human resources management.

    Mr. Coleman's academic background includes a Juris Doctor degree from Southwestern University in Los Angeles and a Masters in Public Health degree with a Hospital Administration major and a Bachelor of Arts degree in Political Science, both from the University of California, Los Angeles.

    Litigation Support - As a hospital administration expert witness consultant, Mr. Coleman is an advocate for applying community standards which are relevant, based upon the time frame, subject matter and administrative practice(s) appropriate to each case. He has consulted and provided case review, expert witness services, and/or strategic litigation preparation services in more than 200 legal matters. He accepts cases on behalf of Plaintiffs or Defendants.

    Mr. Coleman is willing to serve as either a work product consultant or a designated expert based upon the particular strategic litigation needs of each case.

    Cases Include:
    • Medical Staff Credentialing & Clinical Privileging-ELAM
    • Hospital / Physician Relations-MEJIA Ostensible Agency Issues
    • Administrative Community Standards
    • Medical Staff Bylaws, Rules & Regulations
    • Provider-Based Physician Contracting Negotiations & Contract Administration
    • Administrative Policies & Procedures
    • Hospital Joint Commission Accreditation, Licensing & Regulatory Compliance Issues
    • Wrongful Termination / Constructive Discharge / Whistleblower Issues
    • Patient rights; Informed Consent
    • Patient Safety; Environment of Care
    • Governance; Corporate Negligence
    View Dennis Coleman's Consulting Profile.
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    David H. Williams
    PO Box 220442
    Saint Louis MO 63122
    USA
    phone: 203-423-9015
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    David Williams Telecommunications Expert PhotoDavid H. Williams is an internationally-known expert in the Wireless / Mobile Location field and President and Founder of E911-LBS Consulting.

    In his over 30 years in communications and information technology solutions design, selection, implementation and ongoing management, Mr. Williams has extensive experience in the activities and issues needed to get applications to market, including planning and design at the application, system, interface / integration, network, IT, operational and customer facing levels.

    Mr. Williams has extensive expertise in all aspects of LBS delivery across the mobile location ecosystem including enabling network communications, location technologies / sensors, map data, geospatial platform / Geographical Information Systems, GPS and other location chipsets, location data management, and device, infrastructure, and integration providers.

    David Williams has developed and implemented industry-leading product and technology strategies and solutions for numerous LBS applications and markets and provides consulting and research services to some of the leading carriers and enterprises in the U.S., Asia, and Europe

    Litigation Support - Mr. Williams provides the highest quality and most impactful expert witness services related to wireless location, across the full range of IP / Patent Dimensions from the most technical to those regarding business methods. His services include forensic analysis, reports, and testimony on the validity and accuracy of various types of GPS surveillance devices and associated tracking. Mr. Williams has successfully provided expert witness services in over 25 patent, anti-trust, and ITC cases, including several successful Inter Parte Reexaminations (IPRs). His credentials in wireless location prior art go as far back as the early 1980s.

    Areas of Expertise:
    • Mobile Location-Based Services
    • Wireless 911 (E911); NG911
    • GPS Systems; Network-Based Location Determination Systems
    • Indoor Location Systems, incl. Real Time Location Systems (RTLS); RFID and other RF-based Location systems; WiFi-enabled positioning systems (WPS); Beacon-based systems; Hybrids/Combinations
    • Wireless Network Location Design
    • Location Data Privacy Protection and Data Security Design
  • People, Wearables Tracking / Monitoring
  • Asset Tracking / Location Management
  • Telematics / Driverless Car Ecosystem
  • Navigation Systems; PNDs
  • Map Data, Digital Mapping and GIS
  • Vehicle-to-Vehicle; Fleet Management
  • Mobile Social / Business Networking
  • GPS Forensics; Mobile / IT Integration
  • Location-centric Process Design
  • Mobile Product Design / Implementation
  • M2M, Smart Grid / Energy Systems
  • LBS Big Data and Cloud Computing
  • View David Williams' Consulting Profile.
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    East Coast Fraud Examiners
    Robert F. Murphy, CFE
    President
    184 East Central Street
    Natick MA 01760
    USA
    phone: 617-335-1737
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    Robert F. Murphy, CFE, is an executive level professional with expertise and success in numerous cross-functional areas of Fraud including:
    • Fraud Investigation
    • Asset Misappropriation
    • Financial Institution Fraud
    • Loan, Real Estate, Mortgage Fraud
  • Credit Card Fraud
  • Insurance Fraud
  • Consumer Fraud
  • Contract and Procurement Fraud
  • Litigation Support - Mr. Murphy provides services as a Forensic Fraud Expert Witness and Consultant in any fraud dispute resolution process, including civil, criminal and administrative to attorneys representing both Plaintiff and Defense. He has extensive knowledge of criminal prosecution. Over the course of 27 years, Mr. Murphy has testified in over 400 criminal proceedings, including Judge and Jury Trials, Traffic Court, Juvenile Court, Probable Cause Hearings and Motion to Suppress Hearings. At the administrative level, he has testified in District, Superior and Federal District Courts.

    Mr. Murphy performs thorough professional, technical, fact-gathering engagements with a genuine and natural personality. His experience with judge and jury trials, in addition to his competent knowledge of fraud, gives him the ability to teach (the trier of fact) in a believable manner. Mr. Murphy's preparation for the Dispute Resolution Process allows him to enthusiastically demonstrate and persuade without advocacy.

    View Robert Murphy's Consulting Profile.
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    Monty G. Myers, PE
    3305 Northland Drive
    Suite 305
    Austin TX 78731
    USA
    phone: 512-459-9292
    Eureka-Software-logo.jpg
    Monty Myers Computer Software Expert PhotoMonty G. Myers, PE, is an active Software Industry Executive with 30+ years of experience, including the founding of Eureka Software Solutions, Inc. (“Eureka”) and acting as CEO of Eureka for 28 years.

    Mr. Myers has provided services to a balanced mix of plaintiffs and defendants in over 40 litigation matters ranging from billion dollar, landscape-changing lawsuits between worldwide industry leaders to smaller-scale litigation between individuals or local businesses. Mr. Myers' clients have included Global 1000 and Fortune 500 companies in industries such as Enterprise, Finance, Military and Defense, Transportation, Oil and Gas, Security, Healthcare, and Automotive.

    Litigation Support - Monty Myers is a Computer and Software Expert Witness, experienced and proven at offering expert testimony under-oath at trial, hearings, and depositions. For the last 5+ years, he has provided expert witness services for engagements including Software Patent or Software Trade Secret litigation matters.

    Mr. Myers is available as a consulting and/or testifying expert witness to assist with understanding the technology and technical issues in the case and providing review, analysis, and testimony (report, deposition, or courtroom) regarding the technology, software, or patents involved in the case. He has worked extensively with counsel in the taking and defending of depositions, reviewing and challenging the testimony of others, and assisting with and implementing an overall trial strategy.

    Areas of Expertise:
    • Source Code Review
    • Source Code Comparison
    • Source Code Reconstruction
    • Source Code Misappropriation / Theft
    • Source Code Copyright / Patents
    • Software Patents
    • Trade Marks
    • Trade Secrets
  • Antitrust
  • NDAs
  • Open Source Licensing
  • Computer Forensics
  • Mobile / Wireless Technology
  • Cloud and Web Business
  • Hardware / Infrastructure
  • Contract Performance / Project Management
  • Capabilities:
    • Adept at taking highly technical material and effectively communicating it to counsel, the judge or a jury in terms they can understand via testimony or reports/declarations
    • Skilled at reviewing and comparing software source code and functionality in the litigation context in relation to protected intellectual property including, trade secrets, copyrights, and patents and/or license or other contractual commitments and requirements
    • Able to reverse engineer and reconstruct hardware and software environments from backups, remnants, and fragments of deprecated software along with re-creating historical hardware and software environments
    • Highly familiar with functional and performance testing of software against applicable specifications, warranties, or industry standards using proprietary and commercial testing tools and techniques
    View Monty Myers' Consulting Profile.

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    Douglas E. Johnston, Jr.
    Managing Director
    100 Wilshire Boulevard, Suite 940
    Santa Monica CA 90401
    USA
    phone: 310-917-1075
    fax: 310-393-9205
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    Douglas E. Johnston, Jr., is an expert witness in banking and corporate finance. He has 30 years experience across the US in senior management of leading Banking, Private Equity/Mergers and Acquisitions and Real Estate companies.

    Trained at a major AAA-rated East Coast bank, honored early in his career as a bank President, and confirmed by regulators in a Class 1 rated bank, Doug Johnston managed five full-service banking offices in Texas and California over 11 additional years, before expanding into mergers & acquisitions as EVP-Finance and Administration and a Founding Father of the largest private company in Los Angeles. He has due diligence, negotiation, documentation, and monitoring experience including as a lender, borrower, buyer, seller, manager and/or co-investor in hundreds of transactions including the service, technology, manufacturing, and real estate sectors across the US and also in Europe, with over $2 Billion in closed transactions. His over 3 decades in banking and finance management includes Bank Operations, Regulations, Credit Underwriting, Financial Statements, Commitments, Loan Agreements, Deeds, Guarantees, Purchase and Sale Agreements, Ventures, and Equity Partnerships, plus analysis of the strengths and weaknesses of the parties. Doug is a published author on banking and finance topics since 2008, he is a past President of the Century City Rotary Club, and he is a frequent speaker to Advance Placement high school juniors in South Central Los Angeles under the Youth Business Alliance program.

    Litigation Support – Five Management, LLC and Doug Johnston provide complex business litigation support in Banking, Mergers and Acquisitions, Private Equity, Due Diligence and Lender Liability for counsel representing Plaintiff and Defense. Mr. Johnston has provided litigation support in breach, misrepresentation, fraud and other actions in complex Business, Family and Employment cases since 2010.

    Areas of Expertise:
    • Banking & Lending
    • Policy & Regulations
    • Mergers & Acquisitions
    • Corporate Finance
    • Private Equity
    • Due Diligence
    • Operating Management
  • Leveraged Buyouts
  • Equity Syndications
  • International Business
  • Foreign Currencies
  • Hedging
  • Commodities
  • Marketing & Development
  • View Douglas Johnston's Consulting Profile.
    2/26/2016 · Banking
    Negative interest rates are a confusing topic and they may be heading to the U.S. this year. Many Americans ask what they mean and why this is all happening. Since 2014, leading European central banks have initiated 'negative interest' policies as an economic stimulus measure by means of large government-issued or sovereign bond activities. Negative rates begin where major buyers of low-risk government bonds agree to accept a return less than their original investment when the bonds mature. Since Government bond rates are the bellwether for corporate bond rates, these once-improbable 'negative interest' bonds soon become a major influence in major bank bond portfolios. The Federal Reserve and U.S. banks are now looking at them.

    7/10/2015 · Banking
    While financial market observers in the US remain focused on the timing and magnitude of the Fed raising target interest rates over the months ahead, European bond markets have begun to experience just the opposite - the never-before-seen phenomenon of actual negative bond market interest rates. Since the Global Crisis of 2008, which saw both the Fed and foreign central bankers seeking both to calm markets and to encourage growth by reducing rates to the 'zero bound,' interest rates for bellwether German bonds and across Europe in late 2014 crossed into negative territory, and for the first time in world history.

    6/12/2015 · Finance
    As billionaire Warren Buffet once noted, "Price is what you pay. Value is what you get." Interested buyers, investors and bankers looking at new initiatives with companies often share similar objectives in 'kicking the tires' to be sure a target company has properly documented its business activities. On the other side of the transaction, the subject company's Founder, Board of Directors, CEO, Chief Financial Officer, Chief Operating Officer, Accounting and/or other departments can find themselves overwhelmed by the volume of documentation requests. Third parties can test the bounds of both courtesy and reasonableness before committing to and funding a new transaction.

    5/12/2015 · Finance
    The emergence of structured finance products over twenty-five years ago enabled major commercial banks and investment houses to develop higher volumes of real estate, credit cards, automobiles and other asset-based loans in new and often more profitable ways. Historically, lenders normally generated these types of loans as portfolio loans, where the bank kept and monitored these loans on its own balance sheet and at its own risk. But beginning in the late 1980's, banks began to investigate taking an intermediary or conduit role for certain types of loan portfolios. When generating loans which met the advance underwriting criteria of large investors, banks and loan originators recognized they could simultaneously generate large fees and also promptly move these 'tailored' loan portfolios off the bank's books, by pre-packaging them for investor third parties.

    4/14/2015 · Finance
    "When it happens to you, you'll know it's true." Old Proverb A financial expert witness experienced in the due diligence process and in complex business negotiations can help unlock the valuation issues at the core of many business disputes. Merger and acquisition-related lawsuits can become an exercise in piecing together both the timing and materiality of various communications by representatives from both parties. Analysis of the specific due diligence activities undertaken and the data exchanged can yield key answers. With a full understanding of the processes and communications developed in due diligence and underwriting, business disputes can be more readily resolved.

    3/12/2015 · Economics
    Several important economic factors appear to be moving unfavorably for the US at the moment, both domestically and abroad, and there are increasing indications that America may not be able to orchestrate a global resurgence on its own. Despite encouraging signs of domestic recovery, fundamental structural problems persist in the US economy. The National Debt now exceeds $18 Trillion, the Department of Agriculture confirms that well over 46 million Americans continue on food stamps, and key voices have stepped forward asking for a deeper look at several U.S. economic statistics. Last week long-time Gallup CEO Jim Clinton very boldly drew attention to the government's recent 5.6% unemployment numbers, questioning them as overly optimistic interpretations of data, and noting on CNBC that the percentage of Americans holding full-time jobs is now the lowest in 60 years.

    2/13/2015 · Finance
    With the Federal Reserve's wide-ranging efforts to address the ongoing Credit Crisis through unprecedented money-creation activities, we are now likely witnessing the final phases of the U.S. Dollar's 64-year reign as the primary global reserve currency. Few Americans understand the implications of this dramatically unfolding global sea-change.

    1/14/2015 · Finance
    The global monetary system which was laid out by the Allied nations at Bretton Woods, New Hampshire, in 1944 is nearing its end, and daily we move closer to the threshold of a financial new world order. The United States, having created the most powerful economic system yet devised by man, and having earned global 'reserve currency status' for the US Dollar through America's unequalled military and economic power as the victor of two World Wars, is now nearing the unthinkable loss of the global financial dominance of the Dollar. Following the residential real estate 'Bubble' of 2002-2006, the sub-prime Credit Crisis of 2007, and the broader global financial meltdown which has followed, the U.S. has experienced dramatically declining levels of core lending & general economic activity.

    5/11/2015
    "In his most recent article about the never-before-in-history advent of negative interest rates in Europe and the U.S., Douglas E. Johnston, Jr., Founder and CEO of California-based Five Management, LLC advisors addresses some of the early implications of this startling new market frontier, which was not even envisioned by John Maynard Keynes, the founder of modern economic theory."
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    Andrew Clarke
    President
    150 N. Michigan Avenue ,Suite 2800
    Chicago IL 60601
    USA
    phone: 312-726-1981
    ground-floor-partners-logo.jpg

    Is your organization moving in the right direction?

    Do you have a realistic growth strategy for the next 3-4 years?

    Are management and staff all rowing in the same direction?

    Are marketing and sales working with each other, or against?

    Is technology an asset or a liability at your firm?

    Ground Floor Partners provides strategic advisory consulting services to growing small and middle market businesses and non-profit organizations worldwide. Clients range from promising start-ups with one or two partners to established companies with hundreds of employees.

    At Ground Floor Partners, we focus on business fundamentals: developing and nurturing your core strengths, building a deep understanding of your customer needs, understanding and combating competitive threats, designing sound business processes, and fine-tuning your operations to minimize waste and maximize efficiency. We always take a disciplined, holistic view, so we often see problems and opportunities others might miss. Our ultimate goal is to help your organization grow bigger, faster, and better. And we always work in a collaborative fashion, with plenty of opportunities for dialog and feedback.

    Services Provided
    • Market/Competitor Research and Analysis
    • Marketing Planning
    • Strategy Consulting / Strategic Planning
    • Business Plan Consulting
    • Feasibility Studies
    • Operations Consulting
    • Due Diligence for business buyers and investors
    A feasibility study should be always completed before launching any major new project, investment or venture. It serves a critical function in independently evaluating a plan or planned course of action, taking a fresh look at the assumptions behind it, the risks it faces and its chances of success.

    No successful company can survive and grow without a well researched and clearly articulated strategy.

    Success in any business requires that you communicate the essence of the business in a clear and compelling way to investors, strategic partners, key management personnel and others.

    When it comes to creating a business plan that attracts investors, these tips will help you get it right the first time.

    You've decided you need a business plan, but you've been struggling so much with it that you're ready to drop the whole thing. Now may be the time to ask yourself: should I complete the plan by myself or should I hire a consultant? If you decide to hire a consultant, what skills and qualifications should you look for? What services should they provide? Finally, how much should you expect to pay? Let's explore the answers.

    Although there are many variations, there are really only a few realistic exit strategies for most business owners. Most strategies only make sense for certain classes of business, so for any given business, even fewer options are viable.

    10/20/2009 · Market Research
    You’ve decided you want to either invest in or buy a privately held company. You’ve researched the company, the market, the management team, and their products. You’ve decided to make an offer.

    10/20/2009 · Marketing
    Search Engine Optimization, or SEO, and Pay Per Click advertising, or PPC, together comprise the bulk of Search Engine Marketing, or SEM. SEO is all about boosting page rankings on search engines through third party links, articles, directory placements, and other means.

    4/25/2006 · Market Research
    Entrepreneurs often ask me if they should form a Board of Advisors (or “Advisory Board”). My answer is always the same: it depends.The first thing you should understand is that there is a big difference between a Board of Directors and a Board of Advisors. A Board of Directors is a legal entity with well-defined responsibilities and real authority

    4/25/2006 · Market Research
    Your customers can help you unlock the true potential of your business. Knowledge is power, and talking to your customers can help you gain essential knowledge about your markets and competition, maintain and defend your positioning within your industry, and spot new opportunities for growth

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    David L. Peterson
    7452 Hidden River Run
    Hahira GA 31632
    USA
    phone: 229-794-2031
    David-Peterson-Financial-Technologies-Expert-Photo.jpg
    David Peterson is a well-recognized ebanking pioneer, with a national reputation as a subject matter expert in Financial Technologies and Electronic Payments. He has over 30 years of experience in banking technology, 25 years of experience in payments, over 20 years of experience with internet / online banking, and over 20 years of experience in correspondent banking.

    Mr. Peterson is currently the Chief Strategic Officer of i7strategies, an independent strategic planning and consulting firm for financial services and electronic payment initiatives. He also serves as Executive Consultant for Q2, a market leading virtual banking software and services company where he focuses on enterprise-wide strategic initiatives, client collaboration and executive consulting.

    Mr. Peterson is a Co-founder of Treev and founder of Goldleaf Technologies. He has worked as Senior Operations Officer of a community bank with compliance and computer operations experience.

    Litigation Support - David Peterson is extremely qualified in electronic banking, payments, and general banking operations. He provides expert witness services to counsel representing both Plaintiff and Defense. He is available to provide experts reports, deposition, and trial testimony.

    Areas of Specialization:
    • Electronic Banking
    • Virtual Banking
    • Internet Banking
    • Virtual Branch
    • Correspondent Banking
  • Payments
  • Automated Clearing House (ACH)
  • Electronic Checks
  • Wire Transfers
  • Credit Card Transactions
  • View David Peterson's Consulting Profile.
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