Scope & Range of Services
Extensive expertise in the areas of:
Business Valuations
- Businesses for Potential Sale/Purchase
- Corporate/Partnership Dissolutions
- Minority Interests
- Divorce Property Settlements
- Eminent Domain
- Estate Planning & Taxation
Fraud Examinations/Forensic Accounting Analysis
- Embezzlement
- Financial Fraud/Forgery/Kiting
- Asset Misallocation
- Bankruptcy Fraud
Marital Dissolution
- Support Determination
- Asset Tracing
Expert Witness
- Testimony/Depositions
- Dissection of Opposing Expert Position/Findings
Consulting
- Case Strategy
- Exit Strategy
- Business Formation
- Lack of Profitability
CURRENT STOCKHOLDER
President & CEO
Biz Valuation Experts (A Division of Instant Business Appraisals, LLC)
www.BizValuationExperts.com
President & CEO
Instant Business Appraisals, LLC
www.InstantBusinessAppraisals.com
Chairman / Business Broker
Value Alternatives, Inc. – Specialized Home Health Care Business Brokerage
www.ValueAlternatives.com
BACKGROUND – PRIOR DESIG.
Certified Public Accountant - Florida & Delaware
Certified Fraud Examiner - National Designation
Certified Valuation Analyst – National Designation
Florida Supreme Court Family Mediator
Licensed Yacht Captain, U.S. Coast Guard
Licensed Real Estate Broker - Florida
PROFESSIONAL HIGHLIGHTS
Managing stockholder of various CPA firms, the largest of which employed 65 professionals.
Former stockholder - John W. Moffitt, CPA, PA / Moffitt & Snoddy Consulting, PA
President – Delaware Society of Certified Public Accountants
President – Georgetown Chamber of Commerce
President – Bethany Beach – Fenwick Island Chamber of Commerce
President – Treasure Coast Entrepreneurs Club, Inc.
Member of Council to the American Institute of Certified Public Accountants
Board of Directors – Martin County Industrial Development Authority
American Society of Appraisers
Institute of Business Appraisers
National Association of Certified Valuation Analysts
Association of Certified Fraud Examiners
Florida Institute of Certified Public Accountants
American Institute of Certified Public Accountants
BUSINESS ADVISORY BOARDS
Chairman – Delaware Technical & Community College
Chairman – Wilmington College
Chairman – Goldey Beacom College
ACADEMIC INSTRUCTION
Chairman of Accounting Department of Delaware Technical & Community College
Graduate Instructor for Wilmington College
Instructor for American Institute of Banking
SELECTED SPEECHES
Fraud Detection and Deterrence – Florida Institute of CPAs
Business Valuations – Common Methods and Mistakes – CPA Club of Palm Beach County
The Role of Valuation in Estate and Gift Tax Planning – National Estate Planning Foundation
Alternatives in Child Support – State of Florida Association of Family Mediators
Tax and Valuation Considerations Associated with Divorce – State of Florida Association of Family Mediators
What is Your Business Worth? – Preparing for Sale – International Medtrade Conference & Florida Association of Medical Equipment Dealers
Significance of Thompson and Young Cases for Marital Law Practioners – National Association of Certified Valuation Analysts
Evaluating an American Company and Fraud Detection Methods – Russian Society of Security Specialists
Fraud and Small Business – Rotary Club of Stuart
Deriving the Best Tax Benefits for You and Your Business – International Medtrade Conference
Valuing Your Infusion Business – National Home Infusion Association Conference
Employee Fraud & Embezzlement, Recognition & Prevention – Martin County Chamber of Commerce & Medtrade Conference
Negotiating the Sale of Your Business – Medtrade Conference
Profiling the Buyers, a Humorous Look at a Serous Subject When Selling Your Business – International Medtrade Conference
The Value of DMEs in a Changing Marketplace – Florida Association of Medical Equipment Dealers
SELECTED ARTICLES
Deriving the Best Tax Benefits for You and Your Business – Home Health Care Dealer / Provider Journal
Tax Law Changes Affecting Buyers and Sellers of Businesses, The Good, Bad and Very Ugly – Treasure Coast Business Journal
Eminent Domain – Know Your Rights – Treasure Coast Business Journal
Business Appraisals – Treasure Coast Business Journal
What is Your Business Worth? – Treasure Coast Business Journal
The Swing of the Pendulum – Shearson Lehman Brothers Newsletter
The Wind in Your Sales – Home Health Care Dealer / Provider Journal
Taxing Issues – Good and Bad News About Tax Law Changes Affecting Business Buyers and Sellers – Homecare – The Business Magazine of The Home Health Care Industry
Prenuptial Preparation - Homecare – The Business Magazine of The Home Health Care Industry
Best Tax Benefits For You and Your Business – Home Health Care Dealer Provider Journal
