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Publications, Lectures, Teaching & Honors |
Contributor & Industry Expert, Business Reference Guide, Business
Brokerage Press, 2004 - present
Certified Business
Intermediary, International Business Brokerage Association, 2004 - present
Course
developer and instructor, “Business Brokerage”, Armbrust Real Estate
Institute, 2010
Co-author, “Before You Buy a Practice”, Vein Magazine, Dec 2009
Co-developer and co-instructor, “Valuing Veterinary Practices”, Business
Valuation Resources teleconference, Sep 2009
Author,
Appraising Veterinary Real Estate, 2009, 2010, Medical Practice
Brokers, Inc.
Reviewer, Compensation & Benefits, Fourth Edition, American Animal
Hospital Association, 2006
Reviewer, Financial & Productivity Pulsepoints, Fourth Edition,
American Animal Hospital Association, 2006
Guest
lecturer, “How to Buy a Practice”, Colorado State University CVM, 2003
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Professional Education |
Accounting Basics,
IBBA, 2003
Advanced Contracts, Jones, 1996
Advanced Law and Finance, Jones, 1996
Analyzing and Recasting Financial Statements I, IBBA, 2003
Analyzing and Recasting Financial Statements II, IBBA, 2003
Aspects of Fraud
Unique to Healthcare Valuation, NACVA, 2007
Bakers Dozen Legal Update, CREC, 2003
Best of Business Valuation Reports, VPS/FCG, 2009
Basic Valuation
Methods of the Small to Midsized Business, IBBA, 2003
Brokerage Administration, Jones, 2003
Business Valuation for SBA Loan Purposes, Scott Gabehart, 2009
Business Brokerage
Marketing & Advertising, IBBA, 2004
Business Brokerage,
AREI, 2010
Certified Business
Appraiser Exam Prep, IBA, 2007
Commercial MCE,
Baylor, 2006
Commercial Real Estate – Texas, UH-CL, 2002
Commercial Real Estate Finance, CREC, 1999
Commercial Update, Jones, 2000
CREC Annual Update,
2006
Essentials of
Business Appraisal 8002A, IBA, 2006
Essentials of
Business Appraisal 8002B, IBA, 2007
Ethics & Legal
Update, Baylor, 2006
Fees and Broker Compensation, IBBA, 2004
GRI Advanced Law I, CAR, 2000
GRI Ethics & Professional Practices, CAR, 2003
Healthcare Industry
Valuation: The Insiders Edge, BVR, 2008
How to be a Good Transaction Broker, CAR, 2003
Introduction to Basic Valuation, IBBA, 2003
Law and Contracts, Jones, 1996
MRE Advanced Contracts Course, PPAR, 2004
HealthCon
professional conference, NAHC, 2006
Health Care Industry & Medical Practice Valuation, AICPA, 2004
How to Successfully
Negotiate the Commercial Lease, 1st Commercial Institute, 2010
Physician & Medical
Practice Performance Benchmarking, NACVA, 2009
Principles of Real Estate – Texas, MSU, 2004
Real Estate Agency Plus, Jones, 2000
Real Estate Appraisal, Jones, 1996
Real Estate Career Fundamentals, Jones, 1996
Real Estate Closings, CREC, 2001
Real Estate Law, Jones, 1996
Real Estate Marketing, CREC, 2001
Real Estate Mathematics, Jones, 1996
Real Estate Practice, Jones, 1996
S-Corporations: Improve your Cash Flow with Cost Segregation Studies, CREC,
2004
The
Business Appraiser's 2011 Buy-Sell Agreement Business Development Plan,
Mercer, 2011
Trust Accounts and Closings, Jones, 1996
Understanding Title Insurance, 2003
Pluris Discount for
Lack of Marketability (DLOM) Database, NACVA, 2010
TREC Ethics, 1st
Commercial Institute, 2010
TREC Legal Update, 1st
Commercial Institute, 2010
Understanding & Using
Medical Group Management Assn Survey Data, NACVA, 2010
Valuation of
Healthcare Ancillary Services Enterprises, NACVA, 2007
Valuing Physician
Practices, VPS/FCG, 2010
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