Tim has been providing valuation services since 1984. He is the leader of the firm’s Valuations Practice and has extensive experience serving alternative investment clients, providing mark-to-market services, collateral valuation and monitoring, quality of earnings reviews, financial and tax reporting valuations, fairness opinions, and periodic surveillance.

Tim specializes in the valuation of illiquid, hard-to-value assets, having provided valuation support for thousands of individual assets including private equity and debt, PIPEs, real property, distressed trade claims, life insurance settlements, feature film production slates, prospective litigation award pools, and various securitized products. He has served in a similar role with international consulting organizations and was a principal (non-CPA partner) in the valuation practice of a Big Four firm.

Tim holds the Chartered Financial Analyst (CFA©) designation. He has spoken extensively at various industry and valuation conferences, guest lectured at the University of La Verne Graduate School of Business, and has presented at numerous valuation “train the trainer” events.

• "Top Five Characteristics to Look for When Choosing a Valuation Professional" (Moss Adams Insight, October 2017)

• You Know the Value of Your Technology or Your Company?
  (Southern California Biomedical Council (SoCalBio) Conference, September 2018)
• Discounts for Lack of Control and Lack of Marketability – The State of the Industry
  (Estate Planning Council of San Gabriel Valley Chapter Meeting, September 2018)
• Appraisal Practices: Sports and Entertainment Businesses
  (AICPA Forensic & Valuation Services Conference, November 2015)
• Issues in Fair Value
  (Moss Adams Internal Assurance Conference, September 2014)
• Appraisal of Restaurants – Some Common Issues
  (The Appraisal Institute IRS Valuation Summit, April 2011)
• The Restaurant Industry – Where We’ve Been and Where We’re Going
  (National Restaurant Association Finance & Tax Officers Executive Study Group, March 2010)
• Statement 157 – Fair Value Accounting and Its Critical Impact on Your Business
  (The Knowledge Congress, January 2009)
• Investing in Restaurant Companies
  (Capital Roundtable Master’s Class, February 2007)

• Member, CFA Institute
• Member, Los Angeles Society of Financial Analysts

• BA, economics, California State University-Fullerton
• MBA, finance, Claremont Graduate University