Calvin Swartley

Calvin has provided valuation services since 1998. He provides valuation consulting for business succession, purchase or sale, allocation of purchase consideration, option issuance pricing, buy/sell agreement requirements, shareholder disputes, and testing for Goodwill Impairment for fair value reporting, corporate planning, joint ventures, marital dissolution, and estate and gift reporting. He analyzes and values operating companies, limited liability companies, intangible assets, options and warrants, notes receivable, contracts of sale, preferred stock, and family limited partnerships for a variety of purposes.

Calvin is an active member of the firm’s health care, technology, and wealth services groups, which provide accounting and consulting services to clients and professional advisors. He has testified as an expert witness before the Maryland Insurance Administration, the State of Montana Office of the Commissioner of Securities and the Insurance and Attorney General, in the State of Washington, in the State of Oregon, and in the State of Arizona. Calvin has also participated in settlement negotiations with the Internal Revenue Service.