Biography

Derek has provided a variety of financial advisory services since 2001. He assists companies with valuation and consulting services for tax compliance, financial reporting, mergers and acquisitions, strategic planning, and litigation/dispute support. Derek works with clients in a wide array of industries, including manufacturing and distribution, oil and gas, food and beverage, life sciences, and technology.

Derek’s experience includes assignments involving ASC 805 intangible asset valuation and purchase price allocation, ASC 350 goodwill impairment analyses, IRC 409A valuation of common stock for privately held companies, pre-acquisition due diligence, and various gift/estate tax-related valuations. He also assists in valuing complex financial instruments and businesses for corporate litigation and shareholder disputes, including expert witness testimony.

Selected Publications

  • "Top Valuation Trends for Craft Breweries in Q2 2020" (Moss Adams Insight, June 2020)
  • "Top Valuation Trends for Craft Breweries in Summer 2019" (Moss Adams Insight, August 2019)
  • "Preparing for a Liquidity Event in a Rapidly Changing Craft Beer Market" (Moss Adams Insight, November 2018)
  • "409A Valuations and Why They Are Important" (Digital Colorado, June 2017)
  • "Now is the Time to Sell Your Beverage Business" (Hein & Associates, January 2017)
  • "Craft Beer & Wine at a Crossroads" (Wine Industry Advisor, November 2013)

Selected Speaking Engagements

  • Decision Making During Adversity – Pathways to Pivot
    (Colorado Brewers Guild, March 2020)
  • Maximizing Exit Opportunities
    (New Mexico Wine Education Conference , February 2020)
  • Show Me The Money: Valuation and Financing Options
    (Exit Planning Institute, August 2019)
  • From Grain to Glass: Helping Breweries Throughout the Entire Lifecycle
    (New Mexico Brewers Guild , March 2019)
  • Growth & Transition Options for Breweries
    (Colorado Brewers Guild, October 2018)
  • Valuation & Financial Planning for Breweries
    (California Craft Brewers Association Beer Summit, September 2018)
  • Valuation & Financial Considerations for Breweries
    (New Jersey Society of CPAs, September 2018)
  • Raising Capital in a Competitive Environment
    (Craft Brewers Conference , May 2018)
  • Preparing for a Transaction
    (Craft Beer Finance & Investment Conference, October 2017)
  • The Business of Beer
    (Denver Business Journal event, June 2017)
  • 2016-2017 M&A Market Trends and Best Practices
    (Forbes M+A Group, November 2016)
  • Optimizing Tax Strategy and Early Stage Company Valuations
    (Denver Startup Week, September 2016)
  • Building a Better Business Plan
    (VinCO, January 2016)
  • Private Stock Transactions as an Indication of Fair Value
    (Fair Value Summit, November 2014)
  • Accounting and Valuations in the Craft Beer Industry
    (San Francisco State University, September 2014)
  • Valuations in the Wine Industry
    (California Society of CPAs, August 2014)

Professional Affiliations

  • Board member, Wine League
  • Certified Fraud Examiner, Association of Certified Fraud Examiners
  • Member, Brewers Association

Education

  • BA, business economics, University of California, Santa Cruz (honors)
  • Certificate, leadership and management, University of California, Berkeley (high distinction)