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Member Bio

Jim Anderson, ASA

 

Email: jima@phxval.com

Website: www.phxval.wordpress.com
Contact Information:
3420 E. Shea Boulevard, Ste. 165
Phoenix, AZ 85028
View address on a map

1 (602) 604-9190


Appraiser Profile:
CURRICULUM VITAE

JAMES R. ANDERSON, CPA, ABV, CFF, ASA

LITIGATION SUPPORT & BUSINESS VALUATION SERVICES

EDUCATION
Bachelor of Science Degree with Dual Major in Business Administration
    and Accounting – Black Hills State University, 1985

Silver Medal Award Winner in Arizona, November 1985 CPA Examination
Certified Public Accountant, Certificate issued 1986

Accredited in Business Valuation, Certificate Issued 1999

Accredited Senior Appraiser (Business Valuation), Certificate Issued 2000

Certified in Financial Forensics, Certificate Issued 2008

PROFESSIONAL EXPERIENCE - GENERAL
2002 - Present President
James R. Anderson, CPA, P.C.
Business Valuation & Litigation Support Services
1996 - 2002 Director
American Express Tax and Business Services Inc.
1985 - 1996 Principal
Gallant & Company, P.C.
Certified Public Accountants

PROFESSIONAL DESIGNATIONS AND AFFILIATIONS
Certified Public Accountant with ABV and CFF accreditation
American Society of Appraisers, Accredited Senior Appraiser 
(Business Valuation)
American Institute of Certified Public Accountants
Arizona Society of Certified Public Accountants
Valuation & Litigation Section Member
American Bar Association (Associate Member)
Litigation Section Member
Family Law Section Member
Maricopa County Bar Association (Affiliate Member)
      Estate Planning, Probate & Trust Section Member
      Family Law Section Member
      Litigation Section Member
Central Arizona Estate Planning Council
Paradise Valley Estate Planners Group
State Bar of Arizona – Board of Legal Specialization

PUBLICATIONS AND SPEECHES
“Chapter 14 Valuation Rules Increase Estate Planning Potential” –
Awarded 1991/1992 ASCPA Excellence in Writing Award

Additionally, Mr. Anderson has given numerous educational speeches and presentations on valuation and litigation support topics to the Arizona Society of CPA’s, Maricopa County Bar Association, Phoenix Tax Workshop, law firms, accounting firms and professional associations.

EXPERT TESTIMONY
Maricopa County Superior Court
 
EXPERIENCE - BUSINESS VALUATIONS

Mr. Anderson has performed over 450 business or equity interest valuations or valuation consultations for clients in connection with the purchase or sale of businesses and for use in connection with buy-sell agreements, employee stock ownership plans and stock appreciation rights plans, marital dissolution, civil litigation, income tax and for estate/gift tax purposes.

EXPERIENCE – LITIGATION SUPPORT

Mr. Anderson has served as a testifying expert, consulting expert, court-appointed special master or project director for cases in connection with dissenting or oppressed stockholder, breach of fiduciary responsibility, marital dissolution, sexual harassment and wrongful termination actions.  Representative services provided include the following:

Numerous marital dissolution cases involving detection and verification of community and separate assets or liabilities, calculation of economic income, valuation of closely held businesses or professional practices, and assisting legal counsels with structuring property division settlements and consulting regarding the income tax ramifications of property settlements.

Numerous marital dissolution cases wherein jointly engaged (by both parties) to value closely held businesses or professional practices owned by the community.

Numerous assignments assisting legal counsel with structuring buy-outs involving stockholder disputes or dissenting stockholders in professional practices.

Valuation of outdoor advertising company before and after merger transaction in connection with dissenting stockholder case.

Forensic accounting related to alleged breach of fiduciary responsibility by general partners involving real estate investment limited partnerships.

Calculation of economic damages arising from wrongful termination resulting from sexual harassment in the workplace.

Calculation of economic damages in connection with terminated distributorship agreements asserted as franchisee/franchisor relationship.

Consulting expert in connection with financial damages relevant to alleged wrongful contract termination.

Testifying expert regarding valuation of employee incentive stock options pertaining to legal malpractice defense.

Representative industries served in connection with litigation and valuation matters include:

Animated movie production
Appraisal firms
Asphalt repair/sealing
Auto parts salvage
Battery wholesaling
Beauty salons
Brick manufacturing
Building products manufacture/wholesale
Charter jet services
Christmas tree distribution
Commercial printing
Computer component manufacturing
Consumer electronics distribution
Crushed decorative rock wholesaling
Customs brokerage
Cutlery retailing
Dairy and meat packing
Decorative rock/landscaping
Dental practices
Distributorships
Dry cleaning/laundry
E-commerce companies
Electrical contractors
Electronic office equipment retailing
Electronics manufacturing/distributing
Family limited partnerships/limited liability companies
Financial products/services
Firearms components manufacturing
Floor covering retailing
Framing/art retailing
Hair care products distribution Homebuilding
Hotel/motel operators
HVAC design/build contractors
HVAC servicing/maintenance brokerage
Insurance agencies/brokerage
Law firms
Leather furniture manufacture/retail
Management companies
Medical practices
Medical testing laboratory
Mortgage brokerage/arbitrage
Motion picture exhibitors
Novelty/adult gift retailing
Office equipment distribution
Outdoor advertising
Plumbing
Pool builders
Printer cartridge reconditioning
Private schools
Professional sports merchandising
Property/casualty insurance agencies
Publishing
PVC/wire packaging products manufacturing
Real estate developers
Real estate limited partnerships
Real estate sales brokerage/agencies
Sanitary supplies distribution
Signage/vinyl lettering manufacturing
Software developer
Transportation services
Trucks/trailers dealer
Water drilling equipment wholesaling