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 800 business valuations since 2002. His litigation consulting expertise includes federal and state court testimony on over 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, stock options, 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 including offshore manufacturing, pharmaceutical and 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 traveling, hiking in the glorious Pacific Northwest and savoring exceptional wines.
E-mail: dgilbert [at] gilbertval.com
Phone: (503) 276-1463
Morgan joined Gilbert Valuations in 2013 and is the lead analyst for 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
Michael Harter, PhD
After working for Gilbert Valuations from 2011 to 2013, Michael re-joined Gilbert Valuations in 2018. He specializes in complex business valuations and economic analysis. These matters have included Stock option valuation, merger and acquisition valuations, business and stock valuations, fairness opinions, forensic analyses, acquisition purchase price allocations, reorganizing and restructuring analyses, marital dissolution valuations, and lost profits/economic damages analyses. Michael obtained a Ph.D. in Economics from Claremont Graduate University.
E-mail: mharter [at] gilbertval.com
Phone: (909) 267-8873