Education

  • Occidental College - Bachelor of Arts in Economics
  • Level 3 Candidate in the CFA Program

 

Overview

John is a manager with CliftonLarsonAllen LLP in the Forensic and Valuation Services group. He has experience providing financial valuation and transaction services including valuations of business enterprises, capital stock, debt securities, derivative and complex securities, and intangible assets consisting of trademarks, patents, customer relationships, and other intellectual property. He has experience working with companies of all sizes, from large publicly-traded corporations to small privately-held companies. His clients operate in a wide variety of industries including construction, manufacturing, biotechnology, logistics, chemicals, telecom, semiconductor, and many others.

John has experience in valuation engagements for the following purposes:

  • Financial reporting/fair value
    • Purchase price allocations (ASC 805)
    • Impairment testing (ASC 350 and ASC 360)
    • Complex securities (ASC 718, and ASC 820)
  • Business and management planning
  • Gift and estate tax
  • Financing
  • Tax planning and restructuring
  • IRC 409a equity allocations
  • Mergers and acquisitions

Upcoming speaking engagements

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Resources and event materials

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