Business Valuation/Litigation Services Conference

Veronika is a Senior Analyst in the Valuation, Forensic Accounting, and Litigation Support division. As a senior analyst, she conducts valuation studies of privately held business enterprises for various circumstances, including matrimonial proceedings, estate and gift tax planning, and litigation. Veronika also has experience in forensic accounting engagements, lifestyle analyses, and investigative and asset tracing analyses for marital dissolution. Veronika’s specializes in forensic accounting and business valuation services for marital dissolution purposes and estate planning. Veronika is fluent in Russian and Hebrew. As of 1/31/2024

Tom is a partner at BST and has more than 35 years of experience as an accountant and business appraiser. He is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants. Tom is also a CFP® certificant, approved by the Certified Financial Planner Board of Standards, Inc. to use the Certified Financial Planner™ mark, and a CDFA® professional, approved by the Institute for Divorce Financial Analysts™ to use the Certified Divorce Financial Analyst® mark. He values business interests and provides forensic financial services for divorce engagements, partner or shareholder disputes, estate or gift tax filings, and also provides consulting services. As of 1/31/2024

Neil Beaton is a Managing Director with Alvarez & Marsal Valuation Services in Seattle. He specializes in the valuation of public and privately held businesses and intangible assets for purposes of litigation support (lost profits claims, marriage dissolutions and others), acquisitions, sales, buy-sell agreements, ESOPs, incentive stock options and estate planning and taxation. He also performs economic analysis for personal injury claims, wrongful termination and wrongful death actions. With more than 25 years of experience analyzing both closely and publicly held companies, Mr. Beaton has particular expertise in the valuation of early-stage, venture-backed companies and has written and spoken extensively on valuation techniques for companies with complex capital structures. He has valued companies in most major industry groups including manufacturing, utilities, telecommunications, oil and gas, transportation, wholesale, retail and service industries both domestically and internationally. In addition, he has also testified on valuation issues in federal and state venues across the U.S. as well as in international arbitrations; he has been involved in more than 300 depositions and has testified in state and federal court more than 75 times. Mr. Beaton has valued patents, trademarks, trade secrets and many other intangible assets. He is regularly hired to perform purchase price allocations and valuations for the granting of stock options. He also performs valuations for employee-owned companies, as well as municipal, state and federal entities. He has served as a neutral appraiser in numerous disputes and has served as a special master in a number of venues. Moreover, Mr. Beaton has valued a number of unique assets including, but not limited to, celebrity goodwill, domain names, patents, trademarks, movie rights, licenses, wireless spectrum, franchise rights, software, hotels and non-compete agreements. Prior to joining A&M, Mr. Beaton was a Partner with Grant Thornton LLP for more than nine years. He joined Grant Thornton from a Seattle-based boutique business valuation and litigation consulting firm, where he worked for 14 years, ultimately as a Partner. He began his consulting career at Dun & Bradstreet. Mr. Beaton earned a Bachelor of Arts Degree in Economics from Stanford University and a Master of Business Administration in Finance from National University. He is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA). Additionally, he is accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF), and is a member of the American Institute of Certified Public Accountants (AICPA), the CFA Institute and the American Society of Appraisers. In addition, he is a frequent lecturer at local universities, an instructor for the AICPA’s business valuation courses and speaks nationally on business valuation with a special emphasis on early stage and high technology companies. As of 1/31/2024

Michael Gregory is the founder of Michael Gregory Consulting, LLC. Mike is a mediation and negotiation conflict resolution specialist, a professional speaker, and author. He collaborates with attorneys, accountants, appraisers, and businesses to help them overcome conflict with the IRS and others. He enables clients to grow their businesses faster and more efficiently through enhanced collaboration. Mike is also a professional speaker who works with meeting planners to provide a dynamic, interactive, and entertaining program dealing with conflict resolution, leadership, and collaboration. Over the course of his career, Mike has run an organization with 1,200 employees and completed over 2,500 mediations, negotiations, and facilitations. These engagements have led to invitations to give over 700 presentations throughout the U.S. and Canada with many presentations based on the 15 books (12 originating author, three contributing author) over 50 articles he has written over the last 12 years, and continual research. With 28 years at the IRS at all levels (still maintaining over 70 contacts) and having headed up business valuation nationally for 11 years at the IRS, Mike has real insights into the IRS. Mike has leveraged that experience and partnered with neuroscientists over the last ten years to enable him to be an expert in conflict and dispute resolution. He works with small businesses to Fortune 100 companies helping others to resolve conflicts and to promote new levels of cooperation and achievement. As a result of his collaborative approach clients have saved over one billion dollars. After participating in presentations, participants leave with actionable items they can apply immediately on the job and in life. Mike has a B.S. from Valparaiso University, a M.S. from the University of Wisconsin-Madison, and an MBA from DePaul University. This formal education has been enhanced by his varied work experiences as well as more than a decade of active participation in professional and legal negotiations and with hundreds of hours of continual professional education. Mike may be reached at mg@mikegreg.com and 651-633-5311. As of 1/31/2024

Corporate assets have transitioned from physical or tangible assets to intangible assets over the past 25 years. Intangible assets are expressed as patents, copyrights, trademarks and trade secrets that are encompassed in the ambit of Intellectual Property (IP). These intangible assets in particular, patents, sit on a balance sheet at little or no value but can generate tens to hundreds of millions of dollars in revenue through IP Finance that incorporates non-recourse debt and direct investing. Mr. Rushford will explain how Pretium’s IP Finance Legal Strategies Group may be able to generate such revenue for your clients or your company. As of 1/31/2024

David is a founder and the Managing Partner of Shot Tower Capital, an investment banking boutique providing advisory and capital raising services in the media sector with a specific focus on the music industry where it has completed more transactions globally than any other investment banking firm. In addition to representing major and independent music companies and many of the most iconic music catalogs of all time, Shot Tower has extensive experience working with significant artist estates on matters relating to music and image rights including, Aretha Franklin, Michael Jackson, Prince, Mac Miller, Elizabeth Taylor, and Robin Williams. Over his career, David has advised on over 125 transactions with an aggregate value in excess of $70 billion, including $16+ billion since founding Shot Tower in 2012. Specific sector expertise and dedication to long-term client relationships has resulted in a close rate on engaged transactions of over 95% with nearly all assignments resulting from referrals from prior clients. David was named to the 2023 and 2022 Billboard Power 100 list comprised of the 100 most influential people in the music industry and Shot Tower topped Billboard’s 2021 list of leading financial advisors to the music industry. As of 1/31/2024

Mark DiMichael is a partner in the valuation and litigation/dispute services department at Citrin Cooperman. He specializes in matrimonial dissolutions, economic damages, digital assets, shareholder disputes, white collar criminal defense, and business valuations. Mr. DiMichael has prepared and rebutted expert reports and has experience working with companies in a wide range of industries. He has also provided expert witness testimony in federal court, state court, and arbitration proceedings. As of 1/31/2024

Katerina Gaebel is a manager in the firm’s Forensic, Litigation, and Valuation Services practice. With over six years of experience, she specializes in the tracing of cryptocurrency assets in disputes and providing financial consulting and forensic accounting services to attorneys, public and private corporations, insurance companies, and governmental agencies. Katerina has provided consulting and litigation services for cases involving cryptocurrency tracing, matrimonial disputes, complex commercial damages, lost profits analysis, intellectual property infringements, business valuations, insurance disputes, economic damage calculations, and fraud investigations. She has provided consulting and litigation services for clients in many industries including digital assets, pharmaceutical, healthcare, financial services, technology, manufacturing, real estate, retail, telecommunications, and insurance. Katerina has published articles in the TaxStringer and presented on numerous occasions regarding cryptocurrency topics. As of 1/31/2024

Yigal M. Rechtman, CPA, CFE, CITP, CISM, offers clients strategic advice in a wide array of areas requiring financial expertise. Since 1994, he has specialized in pass-through and individual tax services, forensic accounting, information systems consulting, auditing, and compliance services. He is also qualified as an expert witness in several jurisdictions. Yigal’s multi-disciplinary skills and knowledge enable him to analyze client problems with a broad lens to develop creative solutions that help protect their assets and improve their finances. He manages diverse engagements involving individual and partnership tax compliance, forensic accounting, fraud investigations, electronic discovery, litigation support, search for assets and income sources, damages calculations, auditing and attestation, operational and risks analysis, internal controls, and data mining. Yigal has significant experience in a wide range of industries, including healthcare, real estate, construction, professional services, not-for-profit, technology, manufacturing and distribution, closely held companies, ERISA plans, and education. Since 2011, Rechtman CPA PLLC, provided tax and compliance services to individuals, high net-worth individuals, non-profit, and pass-through entities. Along side with the tax services Yigal has held varied positions including as a founding partner of a forensic accounting firm, IT Specialist, a Partner with a local CPA firm, and the Director of Forensic Accounting at two regional CPA firms, where he also managed financial and operational audits. A frequent writer, Yigal has authored numerous articles on fraud, information technology, complex tax matters, and accounting, attest, and audit issues. He was also an active member of the editorial board of The CPA Journal until 2024. As of 10/24/24

Dubravka K. Tosic, Ph.D. is a Labor Economist and Director at Berkeley Research Group, LLC (BRG). Dr. Tosic provides consulting and expert witness assistance in all aspects of labor and employment disputes, regulatory audits, and in connection with pro-active internal company compliance and risk reviews. She has experience in preparing various types of statistical and economic analyses of executive and employee compensation and fringe benefits, allegations of wrongful termination and constructive discharge, age, gender, race, disability, and religious discrimination, wages and hours, and collective bargaining. Dr. Tosic has written and presented on the topic of pay equity, diversity, and representation in various occupations, including the law profession. She has worked with numerous Fortune 500 companies, law firms, government agencies, and international organizations. She received her Ph.D. and Master’s degrees in economics from Florida State University and her Bachelor’s degree in economics from University of Maryland. As of 1/31/2024

Adam John Wolff is a founding partner of Alter Wolff Foley & Stutman LLP, a leading New York City-based family and matrimonial law firm that has represented globally-known names from a wide range of backgrounds, including notable celebrity clients, as well as high-profile business owners, professionals, and their spouses. Adam is an experienced litigator and trial attorney, known for handling the complex financial aspects of complicated divorce cases, often for high-net-worth individuals. This can include business valuations, trusts, unique investments, and a wide variety of assets in different jurisdictions, etc. Recognizing that family law touches many aspects of a client’s life beyond the financials, Adam is also sensitive to the deeply personal issues involved in family law matters. Adam is a Fellow of the American Academy of Matrimonial Lawyers ("AAML"), where he holds a number of leadership positions, including immediate Past President of the New York Chapter, and a participant in several active committees, including the planning committee for the divorce conference presented jointly by the AAML and Business Valuation Resources. He is also a member of the Family Law Section of the New York State Bar Association. Adam is a frequent lecturer, to both attorneys and financial professionals, for these and other organizations. As of 1/31/2024