James F. Davidson has over 30 years of experience in Corporate Financial Management. An Avant Advisory partner and managing director, he is also a licensed Certified Public Accountant with Financial Forensic Specialization credentials (CFF, CFS, CrFa, and FCPA), and Chartered Global Management Accountant (CGMA). Mr. Davidson is a Certified Fraud Examiner (CFE), Certified Corporate Director, Certified Merger & Acquisition Advisor (CM&AA), Certified Turnaround Professional (CTP), and Certified Insolvency and Restructuring Advisor (CIRA).
Consulting Services - Mr. Davidson advises on matters of fraud, forensics, mergers and acquisitions, strategic planning, and corporate governance. He primarily serves middle-market companies ranging from $25 million to billion dollar sales, private equity firms and their portfolio companies, banks, and other capital providers. Over the years, Mr. Davidson has obtained diversified experience across many industries that include: consumer products and services, retail and wholesale distribution, business and professional services, manufacturing, energy, government, not-for-profit, education, real estate, and many other industry niches.
Background - Jim Davidson has served in executive positions at both public and private companies ranging from entrepreneurial to multi-billion dollar firms. After 10 years of accounting, auditing, and consulting for Big Four Certified Public Accounting firm PricewaterhouseCoopers, he spent over 10 years as a member of several boards of directors and in various financial and executive positions, including president and CEO, COO, CFO, secretary-treasurer, chief accounting officer, and corporate controller.
MATHESON & ASSOCIATES, LLC is a full service Accounting firm focused on the needs of businesses and high net worth individuals as well as providing business valuation, forensic and litigation support to attorneys and litigants. A partial list of services include:
Principal, Joseph B. Matheson, CPA, ABV, CVA, DABFA, FACFEI, CITP, CFF, CFE, is a Certified Public Accountant, with over than 30 years of public and private accounting experience. Mr. Matheson is a Certified Valuation Analyst (CVA) by the National Association of Certified Valuation Analysts (NACVA, one of the oldest and most prestigious certification organizations) and is Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA). He is also a Fellow of the American College of Forensic Examiners Institute (FACFEI), holds a Diplomate from the American Board of Forensic Accountants (DABFA), and is a Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners. In addition, Personal Financial Specialist (PFS), and a Certified Financial Forensics (CFF) all of which are earned from the AICPA. Mr. Matheson has taught various accounting and business classes for the Small Business Development Centers of New Jersey (part of the SBA), continuing education classes to other CPAs, and was a member of the Speakers Bureau for the New Jersey State Society of Certified Public Accountants.
Sidney P. Blum, CPA, CFE, CPEA, CFF has over 30 years of professional experience in the areas of Forensic Accounting, Intellectual Property Economic Damages, Royalty Audits, and General Economic Damages. 2017 California CPA of the Year & 2012 Certified Fraud Examiner of the Year Mr. Blum is a Certified Fraud Examiner, Certified Professional Environmental Auditor, and Certified in Financial Forensics by the AICPA.
As a world leading Royalty Auditor and Risk Advisor, Mr. Blum has deep knowledge of Georgia-Pacific factors and other major influencers on reasonable royalty rates for patent litigation. He led the national royalty audit practices for Big 4 firms Ernst & Young and KPMG where he also wrote the global methodologies for both firms. He is one of five members of the Board of Regents with the 80,000 member Association of Certified Fraud Examiners.
Clients: Mr. Blum's clients have included Adobe, Amgen, Beats Electronics, DGA, Disney, Dolby, DreamWorks, DTS, DKNY, Ed Hardy, General Electric, General Motors, IGT, IMG, Marvel, Mattel, McDonalds, Microsoft, MLB, and the NFL to name a few. Commonly audited industries include consumer products, electronics, software, apparel, media and entertainment, aerospace, automotive for trademarks, patents and copyrights.
Mr. Blum’s two books published by Oxford University Press and LexisNexis on financial terms in contracts are leading sources of valuable information for attorneys and contract negotiators. He has also made numerous presentations to law firms, professional groups, universities, and others regarding contract compliance and auditing. View Sidney Blum's Expert Witness Profile.