Biography

Thomas has provided valuation consulting services since 2000 and oversees the firm’s valuation services throughout the Greater Bay Area. He specializes in business valuation, audit support, financial and tax reporting and analysis, and financial valuation modeling for clients in the technology, life sciences, financial services, and manufacturing industries.

Thomas’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 tax-related valuations. He is also experienced in valuations of developed and in-process research and development, trade names and trademarks, noncompetition agreements, customer relationships, loan portfolios, core deposit intangibles, fixed maturity deposits, interest rate swaps, and debt instruments.

Selected Speaking Engagements

  • Fair Value: A Reasonable Range of Valuation Outcomes
    (Praxity Forensic Litigation and Valuation Services Conference, November 2014)
  • Issues in Fair Value
    (Moss Adams Internal Assurance Conference, September 2014)
  • Challenges in Valuation
    (Moss Adams Technology Conference, June 2014)
  • Creating Growth Brand Strategy and Enterprise Value
    (Accounting and Banking Seminar, May 2014)
  • Valuations’ Role in M&A
    (Tribal Business Seminar, December 2013)
  • Valuing Customer Relationships
    (BV Resources webcast, November 2012)
  • Exploring the Valuation of Contingent Consideration and Financial Instruments
    (NACVA Conference, February 2012)
  • Latest Trends in Valuation: Start-up to Exit and Beyond
    (FEI Panel, October 2010)
  • Valuation Methods & Process in Turbulent & Uncertain Times
    (Association for Corporate Growth, January 2010)

Professional Affiliations

  • Member, American Society of Appraisers

Education

  • BA, business economics, College of Wooster
  • MBA, finance, Thunderbird School of Global Management