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In addition to Stuart’s business valuation activities, he is a principal in a family business where, as treasurer, he is responsible for analyzing real estate and investing in the stock market. This gives him an important insight into the dynamics of a small privately-held company. As a result, he understands the client’s perspective while remaining an objective valuation professional.

Valuation reports contain important and useful qualitative information in addition to numerical values. However, many valuation analysts do not place enough emphasis on making reports compelling documents. In contrast, Mr. Weiss has spent many years writing annual reports, business plans, college textbooks, magazine/newspaper articles and financial commentaries. He was also a writer for Business Week magazine in New York covering Wall Street and an analyst with Oppenheimer & Co. in New York.

Mr. Weiss is a CPA and holds an MBA and an MS from Stanford University. He received his undergraduate degree from UCLA, graduating Phi Beta Kappa and Magna Cum Laude. He has taught accounting and finance courses at the University of Portland, Portland State University and Lewis & Clark College. He is a member of the American Institute of Certified Public Accountants and the Oregon Society of CPAs.