Biography

Derek has been providing business valuation services since 2008 and financial advisory services since 2001. He assists companies with valuation services for tax compliance, financial reporting, mergers and acquisitions, corporate finance, strategic planning, family law, and litigation 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 deferred compensation valuing common stock for privately held companies, pre-acquisition due diligence, and various tax-related valuations. He also assists in valuing complex financial instruments and businesses for corporate litigation and family law disputes.

Selected Publications

  • "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

  • 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)
  • Preparing Your Company for the Next Phase of Growth and Transition
    (Hein & Associates, May 2016)
  • Building a Better Business Plan
    (VinCO, January 2016)
  • Valuation and Succession Planning
    (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)
  • Valuing Wineries
    (Fair Value Exchange, April 2014)
  • Business Valuations and Auditing in the Wine Industry
    (University of Oregon, February 2014)
  • How Craft Beverage Makers Can Overcome Restrictions to Growth
    (Sonoma Craft Beverage Conference, November 2013)
  • Due Diligence in VC and M&A Transactions
    (Santa Clara University Business School, 2012–2015)
  • Business Valuations in the Wine Industry
    (University of California at Davis, 2008–2013)

Professional Affiliations

  • Accredited Senior Appraiser, American Society of Appraisers
  • Certified Fraud Examiner, Association of Certified Fraud Examiners
  • Member, Brewers Association
  • Member, National Kidney Foundation Strategic Planning Committee
  • Member, TMC Financing

Education

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