People

Daniel Gilbert

Daniel Gilbert is a Certified Public Accountant (CPA) in Oregon, and has been designated as Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) through the American Institute of Certified Public Accountants (AICPA) and is also a Certified Valuation Analyst (CVA), a business valuation designation of the National Association of Certified Valuation Analysts (NACVA).

Dan is one of the most experienced business valuation professionals in the Pacific Northwest, having performed more than 600 business valuations since 2002. His litigation consulting expertise includes federal and state court testimony on more than 40 occasions.  Theses matters have included marital dissolution, complex damage analysis, lost profits, business interruption, as well as financial statement forensic analysis. Dan’s extensive business valuation related experience cuts across multiple industries and includes intangible asset valuations. These assignments have been carried out for purposes of shareholder disputes, marital dissolution, gift and estate tax planning, litigation, ESOPs, acquisition/divestiture, and re-capitalization.

Dan is unique in the valuation profession. Complementing his experience and education in business valuation and litigation support, he has decades of experience in the private business sector, which included buying and selling multiple businesses. Through the course of his career, Dan has led finance teams at public and privately held companies within various industries from offshore manufacturing to local high-tech. This extensive private sector experience gives Dan a unique client perspective and perhaps more importantly, his business valuation education is tempered by a quality that cannot be learned in a book: Experience.

In his spare time Dan enjoys fly fishing, home renovation projects and savoring exceptional wines.

E-mail: dgilbert [at] gilbertval.com
Phone: (503) 276-1463

In the Spotlight – Portland Business Journal – May 2009

Download Daniel Gilbert’s CV.

Morgan Balint

morgan-profileMorgan joined Gilbert Valuations in 2013. She provides support on business valuations and forensic accounting engagements . Morgan graduated with a Bachelor of Arts from Whitworth University in 2013.  She is currently pursuing the ASA designation (Accredited Senior Appraiser) from the  American Society of Appraisers .

E-mail: mbalint [at] gilbertval.com
Phone: (503) 720-5317

Theme by Anders Norén