Ed has more than 25 years of experience in public accounting, including business valuations, litigation support, auditing, and taxation. His valuation work has included valuations and related services for gift and estate purposes, purchase and sales analysis and negotiations, employee stock ownership plans, marital dissolution cases, dissenting and oppressed stockholder actions, eminent domain, and various other purposes.
Ed has also performed and supervised numerous forensic, litigation, and consulting projects which have involved valuation matters, fraud investigations, analysis of claims for commercial and personal damages, professional malpractice, insurance disputes, trademark and patent infringement, reasonable compensation, marital dissolutions, and matters involving partner and shareholder disputes.
Ed has served as an expert witness in cases before the U.S. District Court and State District Courts in New Mexico including service as a court appointed (Rule 11-706) neutral expert in numerous cases. He has appeared on behalf of clients in arbitration and mediation settings and he has served as a mediation facilitator in commercial disputes, as well as in connection with the Second Judicial Court’s Settlement Week.
Ed also has experience with the oil and gas industry, and has supervised audits and provided valuation and other forensic accounting services for royalty interest owners, oil and gas development and operating companies, and oil field service companies.
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
In addition to being a Certified Public Accountant, Ed holds the following certifications and designations:
- Accredited in Business Valuation (ABV) (granted by the AICPA)
- Certified in Financial Forensics (CFF) (granted by the AICPA)
- Certified Valuation Analyst (CVA) (granted by the National Association of Certified Valuation Analysts)
Ed is a member of the following professional associations:
- American Institute of Certified Public Accountants (AICPA)
- New Mexico Society of Certified Public Accountants (NMSCPA)
- National Association of Certified Valuation Analysts
He served as a member and is past chair of the NMSCPA’s Peer Review Committee which monitors adherence by accounting firms to professional standards in connection with performing audits, reviews, and compilations of financial statements. Ed also served as an examination grader for the National Association of Certified Valuation Analysts.
Ed serves on the Board of Directors of the Central New Mexico YMCA, and has served both as Treasurer and Chair. He is also a board member of the Anderson Foundation Board.