SUMMARY

Stuart Weiss is a business valuation (BV) practitioner based in Portland, Oregon. He also serves as an expert witness in economic damages cases.

In addition to the CPA certificate, he holds BV designations from three of the four U.S. accrediting organizations.

1. He is a CPA/ABV (Accredited in Business Valuation), a designation issued by the American Institute of Certified Public Accountants (AICPA).
2. He is also a CVA, a designation issued by the National Association of Certified Valuation Analysts (NACVA), where Mr. Weiss serves as president of the Oregon chapter in which he leads continuing education sessions.
3. In addition, he holds the Accredited in Business Appraisal Review (ABAR) designation by the Institute of Business Appraisers, the only designation in the profession that focuses on reviewing BV reports.

Mr. Weiss is also a principal in a family business where, as treasurer, he is responsible for investing in the firm’s stock market portfolio. To reinforce this activity, he recently passed the Series 65 Examination and achieved the AICPA’s designation in personal financial planning. His experience includes a stint on Wall Street as an equity analyst and several years as a writer for Business Week magazine in New York. He holds an MBA from Stanford and a bachelor of science from UCLA, graduating Phi Beta Kappa.

VALUATION-RELATED WORK

Mr. Weiss typically performs business valuation assignments for gift/estate tax, divorce or shareholder dispute purposes. The types of business represent the entire spectrum of American industry. Most of the clients are family business owners who have been advised by their attorney or CPA to have their business valued.

Mr. Weiss is frequently asked to testify in a damages dispute. He has done so in divorce, shareholder oppression, personal injury and business damages settings. Because of his writing background, he is able to explain complex financial topics to judges and juries in lay terms.

Since 1984, Mr. Weiss has been treasurer of his spouse’s family business, Summit Properties, where he reviews monthly financial statements, evaluates industrial real estate investments and analyzes master limited partnership investments in the energy industry.

During the 1980s, Mr. Weiss was a writer for Business Week magazine and an equity analyst for Oppenheimer & Co., where he specialized in researching mid-cap stocks. His first professional job was with Arthur Young & Co., where he received audit, tax and consulting experience culminating in the CPA certificate.

LITIGATION SUPPORT

Personal injury damages: Florin Pirv v. Glock, Inc. (2008-2011)
Business damages: Harkness v. Platten (2010)
Divorce: Wheeler v. Wheeler (2010)
Shareholder oppression: Encompass Teleservices v. Scheets (2008)
Divorce: Weitman v. Weitman (2006)

WRITING

Valuation-related (2005-present)

• “How to Determine an Accurate Value of Your Newspaper,” Publishers Auxiliary, Feb. 2010
• “15 Easy Ways to Market Your BV Practice,” Business Valuation Update, July 2009
  
• “Valuing Community Newspapers,” Business Valuation Update, January 2009
  
• Produced podcasts with wealth advisors including David Gratke Wealth Advisors, 2009-present
  
• Editorial input to improve the national ABV Examination review course, 2007-2009
  
• “Q&A With Howard Lewis, New IBA Executive Director,” BVU, September 2008
  
• Interim Editor, Business Valuation Update, a publication of BV Resources, Summer 2008
  
• Produced podcasts on lost profits damages, transaction databases, buy sell agreements, Mergerstat/BVR Control Premium Study, valuing the very small company, specific company risk, health care and other topics, 2008-present
  
• Created Index for “The Comprehensive Guide to Lost Profits Damages for Experts and Attorneys,” a publication of BV Resources, 2011
  
• Created Index for Shannon Pratt’s Valuing A Business, 5th Edition, 2007
  
• “Forensic Accounting Tools and Techniques,” Value Examiner, January/February 2007
  
• Arranged BVR teleconferences on entertainment, banking, auto dealers and dentists, 2007
  
• Consulting Editor, Value Examiner Magazine 2005-2007
  
• “BV Reports – Make It Easy For Your Readers,” Value Examiner, May/June 2005
  
• “What’s New In Radio Station Valuation,” Oregon Assoc of Broadcasters Newsletter, July 2005

Stuart Weiss Business Writing, Inc. (1989-present)

• Annual report writer for over 100 corporate clients including Celestial Seasonings, Exxon Mobil, Northwest Natural and US Bancorp.
• Annual/quarterly commentaries for mutual funds including Black Rock, Dreyfus, Franklin/Templeton and Wells Fargo
• Ghost-written articles for financial executives
• Feature writing for textbooks published by Wiley, McGraw-Hill and others
• By-lined articles for Business Week, Investor’s Business Daily and others
• Producer and on/air talent for “Northwest Business Stories,” a radio show featuring small businesses and airing on 20 stations (1991-1998)

Business Week Magazine, New York City (1982-1987)

• Wrote articles about tax, accounting and finance for the nation’s leading business magazine  Appeared on television to discuss financial topics
• Developed ability to write on deadline with accuracy and flair

TEACHING

• As president of NACVA Oregon chapter, led 4-hour CPE seminar and case analysis (2010)
• Offered a one-hour session on Business Valuation to attorneys at Grenley, Rotenberg, an estate planning law firm. The session was accredited by the Oregon State Bar for 1 MCLE credit (2009)
• Writing seminars for CPA firms including Ernst & Young and Moss Adams. Conducted a session at the Financial Accounting Standards Board (FASB)
• Instructor, Saturday Academy, Portland State University (2005). Writing tutor
• Finance instructor, University of Portland (2002-2003)
• Instructor, Portland State University, University of Portland, Lewis & Clark College (1979-1982)

• Stanford MBA, MS (health services administration), 1977
• UCLA, Bachelor of Science, 1974, Phi Beta Kappa, Magna Cum Laude

Professional Licenses/Credentials

• Accredited In Business Appraisal Review (ABAR), IBA (2010)
• Accredited In Business Valuation (ABV), AICPA (2005)
• Certified Valuation Analyst (CVA), NACVA (2004)
• Certified Public Accountant (CPA), AICPA (1981)

Professional Education/Conferences

• AICPA
           National Conference on Divorce (2006), (2008)
           National Conference on Business Valuation (2005)
           ABV Examination Review Course (2004)
           National Conference on Business Valuation (2002)
• American Society of Appraisers
           Annual Conference (2007)
           BV 201, BV 202, Principles of Valuation (2003)
• BV Resources
           Valuing Dental Practices (2009)
           Valuing Restaurants (2009)
           Valuing Veterinary Practices (2009)
           Divorce Workshop (2008)
           Uses & Abuses of Management Projections (2008)
• California Society of CPAs
           Estate Tax Update (2010)
           Review of Recent Business Valuation Cases (2009)
• Hitchner Webinars
           Small Business Valuations in Divorce (2010)
           Fishman, Mard and Trugman on Divorce Valuations (2009)
           Impact of Current Economy on Valuations (2009)
           How To Use Size Risk Premiums (2008)
• Institute of Business Appraisers
           Accreditation in Business Appraisal Review (ABAR) program (2010)
           Using Excel – Business Appraising (2006)
           Case Studies in Small & Mid-Size Business Appraisal (2006)
           Report Writing and Analysis (2006)
           Valuation of Healthcare Entities (2005)
           Economic Damages (2005)
           Valuation for Mergers & Acquisitions (2005)
• National Association of Certified Valuation Analysts
           National Conference on Business Valuation (2010)
           Healthcare Valuations Workshop (2005)
           CVA Certification Training (2003)
• Oregon Law Institute
           Bankruptcy Law For The Non-Specialist (2009)
           The Latest In Probate Practice (2009)
• Risk Management Association (RMA)
            Lending To Medical Practices (2009)

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