Business Valuation and Litigation Services Conference (E1809270)

Anthony R. Calascibetta is a Partner in the Financial Advisory Services and has nearly 30 years of public accounting and consulting experience. As an industry expert, Tony provides consulting on bankruptcy cases, litigation matters, financial and related advisory services to creditor committees and individual creditors, Chapter 7 & 11 trustees, debtors in possession and bankruptcy examiners.

Tony has also been appointed as a bankruptcy examiner, Chapter 7 trustee, Chapter 11 trustee, plan trustee, fiscal agent and as a future asbestos claims epresentative. He has assisted trustees and their counsel in performing forensic and fraud investigations, Rule 2004 investigations, and has assisted in the development of plans of reorganization. Working across an array of industries, his litigation consulting experience includes cases involving whitecollar crime, purchase price disputes, breaches of contract, fraudulent financial reporting and damage calculations, mergers and acquisitions, tax investigations, environmental evaluations and divestitures.

Tony has lectured to attorneys and other professionals, including the New Jersey Institute for Continuing Legal Education, Turnaround Management Association and Essex County Bar Association on topics such as business fraud, municipal bankruptcy, common fraudulent schemes, and locating hidden assets.

After years working for legendary tech investor Pete Musser, Mike founded and is CEO of BizEquity. Mike has over 15 years in enterprise software and technology services and has founded three software companies. Mike was CMO of a publicly traded billion dollar Internet company and has been called one of the top 100 people globally in fintech.

Don is a graduate of LaSalle University and is a Certified Public Accountant (CPA) in New Jersey and Pennsylvania. He is a senior shareholder in Gold Gerstein Group LLC, an accounting and business valuation firm (www.g3cga.com) with offices in Moorestown and Voorhees, N.J. He is a member of the American Institute of CPAs, the New Jersey Society of CPAs, Expert Resource Connection, LLC and is a past chairman of the Forensic, Valuation and Litigation Services Committee of the New Jersey Society of CPAS. Don has provided testimony in business valuation for a variety of matters as well as in matrimonial, minority stockholder, and economic damages litigation and has been qualified as an expert witness by the federal and state courts. He also specializes in federal and state. multi—state and matrimonial taxation, as well as tax nexus issues.

Don has chaired and been a frequent speaker and panelist at various national and international conferences and webinars as well as state and local seminars conducted by the AICPA, the NJSCPA, the PICPA, the Florida Institute of CPAs, the American Bar Association, Integra International, Inc., the New Jersey Administrative Office of the Courts, the International Academy of Matrimonial Lawyers and the New Jersey Institute for Continuing Legal Education covering business and professional practice valuation, forensic accounting and federal taxation. He has authored numerous articles and contributed chapters to professional books on those subjects. He is an editor of the "Guide to Divorce Engagements" published by Practitioners Publishing Corporation (PPC) and an editor and (:o—author of the "Family Law Service Handbook, The Role of the Financial Expert" published by John Wiley & Sons.

He is a past Global Chairman of Integra International, Inc., a worldwide association of independent accounting and consulting firms, He is also a past president and remains a member of Integra's Americas, Asia & Australia and Global Boards.

Chris is a partner at Withum and serves as the firm’s Practice leader for the Technology and Emerging Growth Services Group. With over 15 years of experience, he has dedicated his time to servicing this industry and tech community and has had the privilege of working and building relationships with some of the most well-known and successful technology and emerging growth companies in the space. In addition to servicing his clients, his responsibilities include representing the firm in the marketplace, developing marketplace strategies, leading the growth and success of the firm’s technology and emerging growth practice.

Beyond accounting, he has developed a deeply focused skill set within the sector as a strategic advisor and consultant. With an emphasis on M&A and auditing, he often consults with clients on accounting for complex capital structure, interpretation of revenue recognition standards, capitalized software, acquisition accounting, exit planning, and software selection/implementation among others.

His expertise spans a variety of industry verticals within the technology and emerging growth community including but not limited to Ad-Tech, E-Commerce, Ed-Tech, Digital Media, Social Media, AR/VR, AI and Crypto based companies.

Derek has been providing financial advisory services to companies and business owners since 2001. He advises on complex valuation issues for tax compliance, financial reporting, mergers and acquisitions, strategic planning, and litigation support. He currently leads Moss Adams’ valuation practice in Denver and works with both breweries and distributors on raising capital, strategic M&A situations, ESOPs, stock issuance, and litigation/shareholder disputes. Derek has advised on over 50 equity and M&A transactions totaling over $15 Billion in value. In a prior lifetime, Derek was an investment banker, winery owner, and competitive tennis player. His favorite beer is anything that fills up an empty pint glass (except Old Milwaukee’s Best).

Ed Hamilton specializes in the valuation of businesses and assets and liabilities for financial reporting purposes. In particular, he focuses on the valuation of intellectual property/intangible assets such as trademarks, technology, software, customer relationships and IPR&D. He also values business interests for tax purposes. He holds a master’s of business administration degree with a concentration in finance from Temple University and a bachelor’s degree in physics from Rowan University. Additionally, he holds the designation of chartered financial analyst (CFA). He is an active member of the AITF and is currently involved with the Appraisal Foundation Working Group preparing a Practice Aid for the valuation of customer relationships. In addition, he is a frequent presenter on valuation issues for financial reporting purposes and has presented on valuation issues relating to ASC 805, ASC 350/360, ASC 820 and other emerging issues.

P.J. Patel – CFA, ASA – has over 20 years’ experience in support of mergers and acquisitions and is well known in the M&A community, P.J. is also a notable speaker, including the AICPA SEC conference, an annual valuation conference in Milan, and expert panels of the American Society of Appraisers.

He is the current chair of the Appraisal Institute Task Force. The AITF includes active representation from the SEC. His recent work included developing the ‘Best Practices Guide for the Valuation of Customer Related Assets,’ and well as the “Distributor Method” of valuing customer relationships – which was released in 2016 as industry guidance by the Appraisal Foundation

Todd is a Partner at MPI and is based in the firm’s New York City office. Since joining MPI, Todd has determined the value of closely held securities of companies and partnerships in many industries for a variety of purposes, including estate and gift tax, income tax, matrimonial proceedings, Employee Stock Ownership Plans, corporate planning and restructuring, financial reporting, sale, merger, stock purchase plans and buy-sell agreements. Todd has prepared valuations of closely held operating companies, asset holding entities, as well as other securities such as undivided interests in real estate, closely held promissory notes and preferred stock. Todd has experience in a variety of industries, but specializes in the valuation of traditional asset management firms, alternative investment management companies and securities tied to future cash flows based on carried interest or promote. The valuation analyses and reports prepared by Todd have been used for presentations to management, directors and stockholders of client companies, as well as to attorneys, accountants, other fiduciaries and the Internal Revenue Service. Todd is a member of the Board of Directors of both Management Planning, Inc. and MPI Securities, Inc.

David H. Stein co-leads the Banking & Creditors’ Rights team at Wilentz, Goldman & Spitzer, P.A., a regional law firm with offices located in New York, New Jersey and Pennsylvania. For over 30 years, David has represented lenders, receivers, trustees, official committees, debtors, and strategic purchasers of distressed real estate and other operating assets in lending, work-out, commercial litigation, reorganization, foreclosure litigation, asset recovery and judgment enforcement matters, including high profile cases such as Barneys New York, Great Atlantic & Pacific Tea Co. Inc., Maxus Energy Corporation, Modell's Sporting Goods, National Stores Inc., Payless ShoeSource and Toys-R-Us. His trial experience extends to the litigation of complex commercial matters, enforcement of and priority of liens, adjudication of claims and security interests, fraudulent conveyance litigation, and other commercial matters affecting the debtor-creditor relationship. David is a member of the New Jersey State Bar Association, and serves on the Board of Directors of the Middlesex County Regional Chamber of Commerce.