From processing and manufacturing to production and distribution, we’ll give you the advice you need to maximize the value of your company when it comes time to sell.
Morgan & Westfield serves as a trusted partner to plumbing and HVAC businesses, mechanical and commercial contractors, and other home service enterprises looking to sell.
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
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