Mr. Kam has originated and processed a wide variety of corporate transactions and financial advisory assignments for Fortune 500, middle-market, and small companies over the last 30+ years. The financings have included leveraged buy-outs, mergers, acquisitions and divestitures, public offerings, exchange offers, and private placements. The advisory engagements have been provided to ascertain fairness, solvency, recapitalizations, equity allocation, pricing, economic feasibility, credit analysis and enhancement.
Education:
M.B.A. from the University of Houston and a B.B.A. from Florida Atlantic University.
Accolades:
Instructor for the California society of CPAs continuing education course
American Society of Appraisers International Conference Speaker
San Francisco, Portland, East King County (Washington), and Tacoma Estate Planning Councils
Tax Court, San Francisco Superior Court, arbitrations, and mediations testimony
Co-authored a paper published in the February 1996 issue of Trusts and Estates
Co-authored an 18-month study and article for issue of the Journal of Business Venturing
Accredited Senior Appraiser with the American Society of Appraisers in Business Valuation
Member of the Board of Directors of the San Francisco Estate Planning Council
Resource Member of the Keiretsu Forum
Advisor to Inner City Advisors
Accredited Senior Appraiser (ASA), American Society of Appraisers
Glenn Garlick is a Managing Director at Cogent Valuation and currently manages its Orange County Office. Providing business valuation and related financial advisory services full-time since 1982, he has managed over 1,000 valuation engagements involving companies ranging in size from small closely held companies with under $1 million in revenue to multinational, publicly traded companies with revenues in the tens of billions. The purposes for such engagements include mergers and acquisitions (including fairness and solvency opinions), corporate restructuring, leveraged buyouts, equity investments in early stage companies, estate and tax planning, employee stock ownership plan (ESOP) transactions, financial reporting and compliance, and litigation support.
Mr. Garlick has performed valuation services for companies in virtually all major industries including aerospace, energy, computer hardware and software, biotechnology, internet, professional services, financial services, apparel, food and beverage, consumer products, retail, wholesale, and miscellaneous manufacturing industries. Mr. Garlick has extensive experience in corporate transactions, including resolving highly complicated securities design and equity allocation issues. He has also dealt with the Internal Revenue Service on valuation matters for income, gift and estate tax purposes. He has provided expert testimony in various courts in California and Utah as well as providing testimony before members of the American Arbitration Association.
Mr. Garlick holds a Bachelor of Science degree from the University of California, Los Angeles and an M.B.A. with an emphasis in finance from California State University, Northridge. He is an Accredited Senior Appraiser with the American Society of Appraisers in Business Valuation and has written and spoken extensively regarding valuation issues, often for MCLE or CPA credit. From 1982 to 1991, Mr. Garlick provided business valuation and financial advisory services with Houlihan Lokey Howard and Zukin, serving as an officer the last four years.
Education:
M.B.A. from the University of Houston and a B.B.A. from Florida Atlantic University.
Accolades:
Instructor for the California society of CPAs continuing education course
American Society of Appraisers International Conference Speaker
San Francisco, Portland, East King County (Washington), and Tacoma Estate Planning Councils
Tax Court, San Francisco Superior Court, arbitrations, and mediations testimony
Co-authored a paper published in the February 1996 issue of Trusts and Estates
Co-authored an 18-month study and article for issue of the Journal of Business Venturing
Accredited Senior Appraiser with the American Society of Appraisers in Business Valuation
Member of the Board of Directors of the San Francisco Estate Planning Council
Resource Member of the Keiretsu Forum
Advisor to Inner City Advisors
Accredited Senior Appraiser (ASA), American Society of Appraisers
Mr. Tack has been providing business valuation and related financial advisory services full-time since 1985. He has managed over 1,000 valuation engagements involving companies ranging in size from small, closely held companies to multinational, publicly traded companies with revenues in the tens of billions. The purposes for such engagements include mergers and acquisitions (including fairness and solvency opinions), corporate restructuring, leveraged buyouts, equity investments in early stage companies, estate and tax planning, employee stock ownership plan (ESOP) transactions, financial reporting and compliance, and litigation support. Mr. Tack has valued companies in virtually all major industries and has particular expertise in the aerospace, restaurant, medical device, entertainment, printing, retail, wholesale, computer hardware and software, internet, information and market research, professional services, financial services, real estate development and syndication, apparel, food and beverage, consumer products and miscellaneous manufacturing industries. In addition, he has either valued or determined the appropriate royalty rate for various intellectual property assets, including patents, trademarks, music rights, film rights, and software. Mr. Tack has extensive experience in corporate transactions, including resolving highly complicated securities design and equity allocation issues. He has also dealt with the Internal Revenue Service on dozens of valuation matters for income, gift and estate tax purposes with overwhelmingly positive results.
Education:
Bachelor of Science in Business Administration from the University of Southern California
Accolades:
He has written and spoken extensively regarding valuation issues, often for MCLE or CPA credit.
Bret Tack is an Accredited Senior Appraiser (ASA), American Society of Appraisers.
Accredited Senior Appraiser with the American Society of Appraisers in Business Valuation.
Provided expert testimony in various courts, including the United States Tax Court.
Ms. Miller joined the firm in 2004 and has been involved in the valuation of over 150 companies of various sizes. The primary purposes for these engagements have been estate and tax planning, employee stock ownership plan (ESOP) transactions and litigation support. Ms. Miller has worked with companies in a wide range of industries, including food and beverage, construction, professional services, publishing, consumer products and miscellaneous manufacturing industries.
Education:
Bachelor of Business Administration degree from the Marshall School of Business at the University of Southern California with a concentration in Corporate Finance.
Accolades:
CFA Level III Candidate
Ms. Rizzuti brings a strong background in financial analysis, corporate strategy, and business valuation to her role as Vice President at Cogent Valuation. She provides financial opinions, securities valuation, and corporate advisory services to corporations, institutions, agencies, fiduciaries, partnerships, and individuals in connection with mergers and acquisitions, recapitalizations, equity allocation, ESOPs, tax matters, litigation, and related transactions.
Prior to joining Cogent Valuation, Ms. Rizzuti served as Finance Principal at Amazon, where she led financial modeling, forecasting, and investment analysis in support of large scale corporate development initiatives and long term value assessment. As Strategy and Planning Manager at Uber, she directed financial planning and scenario modeling for a multibillion dollar business unit, with responsibility for cost analysis and resource allocation frameworks. Earlier in her career, she was a founding member of the Revenue and Accounting Team at Weebly (acquired by Block, Inc.), and began her professional career in internal audit at Oracle Corporation.
Education:
Bachelor of Science in Finance, California Polytechnic State University, San Luis Obispo
Accolades:
Certified Valuation Analyst (CVA) candidate
National Association of Certified Valuators and Analysts (NACVA)