Raising Value: A Fresh Perspective

About the Episode

Our mission on “Deal Talk” is to bring you information you can use to help you build your bottom line and improve your company’s value. However, as we’ve learned on the program, not all value drivers may be so apparent, and as our guest on this edition of the program will tell you, sometimes you have to dig deeply to discover those important intangible factors that could help lift your business’s value to a level you never thought possible. Join us for an insightful chat with Dr. Carl Sheeler, who discusses his unique perspective on improving value as found in his book, “Equity Value Enhancement – A Tool to Leverage Human and Financial Capital While Managing Risk.”

Meet Our Guest

Carl Sheeler

Carl Sheeler

National Managing Partner at Business Valuations, Ltd., Allison Appraisals & Assessments, Inc.

Dr. Carl Sheeler brings wisdom gained from his 25 years of litigation expertise coupled with his corporate governance, business/military operations, strategic planning, finance, and academic background to address complex risk measurement, management, and mitigation issues.

Dr. Sheeler’s court/IRS qualified litigation and public and private equity/enterprise valuation expertise includes testimony on numerous breach of duty, damages/diminution of value/lost income, class action, dissenting/oppression shareholder, partner, and tax authority disputes. Industry clients include defense contractors, manufacturers, transportation, technology, professional and business services, as well as asset holding companies (holding esoteric assets ranging from funds, intellectual, real, and personal property as other alternative and traditional assets). He has testified on 165 occasions and opined on value/damages matters on more than 1,000 engagements.

His public and private company experience includes family business/office valuation and advisory services associated with intergenerational planning, equity transfers with estate and gift tax issues, as well as partial and full liquidity event options and disruptions.

Dr. Sheeler distills complex issues and relevant facts into opinions and advice that is understandable to the non-expert and which may be applied by boards, founders, executives, and their trusted advisors in transfer, tax, and transactional matters. He is an authority on trust and estate and ESOP valuation issues such as how agreement provisions, asset allocation, and holding periods associated with equity ownership in asset holding and operating companies influence risk. This unique set of skills allows him to consider the factors and impairments as they relate to investor-proposed “discounts” associated with equity ownership.

He is a national thought-leader on identifying and quantifying risks and how intangible assets create, enhance, and diminish value. He has written and presented more than 300 treatises on valuation, merger, acquisition, divesture, and litigation-related matters. He serves on two national valuation boards and is authoring a Value Creation treatise for John Wiley & Sons.

Education

  • Union Institute and University (Cincinnati, Ohio) Ph.D., Finance, 2003
  • Command & Staff War College (Quantico, Virginia)
  • M.S., Operations Management, 1985 University of Illinois B.A., Business/Industrial Psychology, 1981

Employment History

  • Business Valuations Ltd. – East/Allison Appraisals & Assessments, Inc.
    Managing partner
    1992 – present
  • Privatus CI3O LLC
    Co-founder
    2011 – present

  • National Association of Certified Valuation Analysts
    Instructor
    2000 – present
  • Point Loma Nazarene University, Fermanian School of Business
    Adjunct professor
    2008
  • Bryant University
    Adjunct professor
    2004 – 2005
  • American Automobile Association
    Manager, Corporate Planning and Executive Development
    1988 – 1990
  • Abbot Laboratories
    Territory manager, Diagnostic division
    1985 – 1987
  • U.S. Marine Corps
    Combat, staff, and training officer (active duty and reserves)
    1982 – 1992

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