Shaun has over 10 years of experience, specializing in valuing businesses, intangible assets, and other complex financial instruments. His experience covers valuations for financial reporting, tax reporting, mergers and acquisitions, shareholder buyouts, corporate planning and various civil and commercial litigation matters. Shaun has conducted valuations of securities and intangible assets of public and private corporations for share-based compensation (under IRC 409a and ASC 718), impairment testing (ASC 350), purchase price allocations (ASC 805), derivative reporting (ASC 815), and other purposes requiring fair value measurements under ASC 820. Shaun received his Bachelor of Science in Finance and Economics, and Master of Business Administration in Accounting from Seton Hall University.
Industry Expertise
Software & Technology
Biotechnology & Life Sciences
Real Estate
Financial Services Pharmaceuticals
Healthcare
Utilities
Manufacturing & Distribution Entertainment & Media
Service Specialties
Financial Reporting
Tax Reporting
Gift and Estate
Mergers & Acquisitions Intellectual Property
Certified Public Accountant - New Jersey (CPA)
CFA Institute Chartered Financial Analyst (CFA) AICPA Accredited in Business Valuation (ABV)
AICPA Certified in Entity & Intangible Valuations (CEIV)
AICPA Certified in Financial Forensics (CFF) AICPA Chartered Global Management Accountant (CGMA)
Memberships
American Institute of Certified Public Accountant (AICPA)
AICPA Business Valuations (BV) Committee
AICPA ABV Credential Committee (Former Member) New Jersey Society of Certified Public Accountants (NJCPA)
NJCPA Forensic and Valuation Services Interest Group (Former Chair)
American Society of Appraisers (ASA), Princeton Chapter (President) CFA Institute
