Industry Expertise

Practice Focus

Biography

Diane has been active in business appraising and corporate financial management since 1981, having served as CFO for two firms prior to joining Moss Adams. In addition to leading the business appraisal practice for the firm’s dealer services practice, which serves auto, truck, recreation vehicle, motorcycle, and boat dealerships throughout the United States, she provides valuation services to clients in a variety of industries, including construction, real estate, manufacturing, engineering, distribution, financial institutions, and professional services, with a special emphasis on projects involving succession planning.

Diane’s responsibilities include project management, business valuation, value consulting, financial consulting, and sales development. She supervises and prepares valuations for a wide variety of purposes including merger and acquisition, estate and gift planning, corporate planning, litigation support, and other purposes.

Selected Publications

  • "A Dealer Guide to Dealership Valuation" (National Automobile Dealers Association, 2014)
  • "Is an ESOP Right for You?" (RV Executive Today, December 2007)
  • "Building Wealth & Ownership Transition Planning" (RV Executive Today, January 2007)

Selected Speaking Engagements

  • Preparing for a Successful Buy/Sell
    (AICPA National Auto Dealer Conference, October 2014)
  • Enhancing the Value of Your Dealership
    (Oregon Automobile Dealer Association Annual Convention, May 2013)
  • Build an Automotive Group
    (NADA University webinar, September 2012)
  • Financial Management
    (Moss Adams Dealer Services Group 2012 CFO and Controller Workshop, June 2012)
  • Tax Law Changes and the Value of Your Dealership
    (NADA Convention & Exposition, February 2012)

Professional Affiliations

  • Associate Member, National Association of Dealer Counsel
  • Member, American Society of Appraisers
  • Member, Northwest Family Business Advisors
  • Member, Washington State Auto Dealers Association
  • Member, Washington State University Alumni Association
  • Past Member, American International Auto Dealers Association
  • Past Member, Institute of Business Appraisers
  • Past Member, National Recreation Vehicle Dealers Association
  • Past President, Seattle Chapter of the American Society of Appraisers
  • Past Treasurer, Seattle Chapter of the American Society of Appraisers

Education

  • BA, business administration, Washington State University
  • MBA, finance, University of Washington