Banner Ad_Consumers

Member Bio

Poonam Vaidya, ASA

 

Email: pvaidya09@gmail.com

Website: www.maximvaluations.com
Contact Information:
2932 Hidden Harbour Court
Fort Lauderdale, FL 33312
View address on a map

1 (786) 223-0963


Appraiser Profile:
Poonam Vaidya, ASA, CVA, CBA
Maxim Valuations Inc
Fort Lauderdale Florida 33312
Mobile: 786-223-0963
Email: pvaidya09@gmail.com

Employment History

From April 2014: Maxim Valuations Inc, Business Valuation & Litigation Services including sub-contractor services to CPA firms.
August 2013 – April 2014: Marcum, Senior Manager, Advisory Services
March 2009 – August 2013: Crowe Horwath, Manager, Valuation Services
April 2007 – November 2008: Ladenburg Thalmann, Director, Valuation Services
August 1996 – April 2007: Morrison Brown, Argiz, Farra, Senior Manager, Valuation Services

Professional Experience:

Business valuations and financial analysis for the following purposes:

Gift and estate taxes
Corporate financial reporting (ASC 718, 805, 350)
409a tax reporting

Litigation support services:

Business valuations for divorce and shareholder matters
Litigation support services, economic damages, lost profits

Education

M.S. Finance, Investment & Banking - University of Wisconsin-Madison
M.M.S. - Jamnalal Bajaj Institute of Management Studies, Bombay University, India
B.Comm., Accounting - Sydenham College, Bombay University, India

Professional Memberships

American Society of Appraisers, Broward ASA Chapter, Member
Institute of Business Appraisers
National Association of Certified Valuators & Analysts 

Selected Accomplishments

Industry Developments Impacting Car Dealer Valuations, NACVA Webinar, May 2014
Trends in Car Dealer Valuations, NACVA Webinar, June 2013
Car Dealership Valuations, Broward ASA Chapter, Feb. 2013
Trends in Car Dealer Valuations, NACVA Webinar, March 2013
Valuing Customer Relationships, BVR Webinar, Nov. 2012
Valuing Car Dealerships, NACVA Webinar, June 2012
Fair Value Car Dealerships, Fair Value Summit, Seattle University, WA, Feb. 2012
Audit Support Reviews, Fair Value Summit, Seattle University, WA, Feb. 2012
Valuing Auto Dealerships, Handbook of Business Valuation, John Wiley.
State of Valuation-Litigation Profession, ASA Miami Chapter, 2006
Auto Dealership Valuations, IBA 2002 National BV Conference, Washington DC
Advanced Business Valuation Topics, IBA 2001 BV Conference, Orlando, FL
Business Valuation seminar, Lorman, 2000, Miami, FL
BV Report Writing Award, IBA, 2001

Professional References

Shaun Blogg, Partner, Marcum, 561.653.7330 shaun.blogg@marcumllp.com
Alan Barbee, Partner, Marcum 561.653.7350 alan.barbee@marcumllp.com
Cecelia Garber, Partner, Marcum 954.320.8140 cecelia.garber@marcumllp.com
Bob Benson, Partner, Crowe Horwath 954.202.8545 bob.benson@crowehorwath.com
Timothy Iszler, Partner, Crowe Horwath 954.202.8542 timothy.iszler@crowehorwath.com