Derek has provided a variety of financial advisory services since 2001. He assists companies with valuation and consulting services for tax compliance, financial reporting, M&As, strategic planning, and litigation and dispute support.

Derek works with private and public companies, private equity sponsors, and individuals in a wide array of industries, including manufacturing and distribution, oil and gas, food and beverage, wine, beer & spirits, consumer products, and technology.

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

• "Preparing for a Liquidity Event in a Rapidly Changing Craft Beer Market" (Craft Brewing Business, 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)

• Food & Beverage Value Enhancement & Transaction Readiness
  (Webinar, August 2022)
• Craft Beer Business Leader Roundtable
  (California Craft Brewers Association Spring Conference, April 2022)
• Vineyard and Winery Accounting, Tax, and Valuation Issues
  (Texas Wine and Grape Growers Association Grape Camp, November 2021)
• Valuing Beverage Alcohol Companies
  (ASA Denver Chapter, September 2021)
• Going Concern, Valuation, and Impairment
  (Rocky Mountain Accounting Conference, November 2020)
• Valuing Wineries is Easy – Just Ask My Empty Glass!
  (Houston ASA Chapter, October 2020)
• What Happens if Things Go Sideways
  (Used Brewery Equipment, July 2020)
• Decision Making During Adversity – Pathways to Pivot
  (Colorado Brewers Guild, March 2020)
• Maximizing Exit Opportunities
  (New Mexico Wine Education Conference, February 2020)
• Executive Roundtable: Beer, Business, Finance & the Future
  (California Craft Brewers Association Beer Summit, September 2019)
• 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)

• Accredited Senior Appraiser (ASA), American Society of Appraisers
• Board Member, Wine League
• Certified Fraud Examiner (CFE), Association of Certified Fraud Examiners
• Member, American Society of Appraisers and the Denver Chapter
• Member, Association of Certified Fraud Examiners (ACFE)
• Member, Brewers Association

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