Jerry F. Golanty, MCBA, BVAL
Curriculum Vitae
PROFILE
Jerry F. Golanty is the President of BizVal, a Reno, Nevada based business valuation and consulting firm. He is Nevada's only Master Certified Business Appraiser (28 in the USA) and Business Valuator Accredited in Litigation (48 in the USA). BizVal's primary valuation activity is in the State of Nevada and the California Counties of Mono, Sacramento, Eldorado, Placer, Plumas, Yolo, Sierra, and Nevada.
Mr. Golanty is the South West Region Governor of the Institute of Business Appraisers (Nevada, California, Arizona, Utah, Hawaii, the Far East), the premier business valuation organization in the USA. His region consists of approximately 400 business appraisers, of which approximately 40 hold the professional designation of Certified Business Appraiser (CBA). He is also the exclusive member for Nevada and Northern California of National Business Valuation Group, a consortium of independent valuation experts who hold professional valuation credentials conferred by the Institute of Business Appraisers or the American Society of Appraisers.
He has owned business valuation firms, business brokerage firms, and investment real estate and property management firms for over 50 years in California and over 30 years in Nevada. He has qualified as an expert in valuation and business brokerage in the District Courts of Nevada, the Superior Courts of California, and the U.S. Bankruptcy Courts.
Mr. Golanty is a recognized educator in Continuing Legal Education, Continuing Professional Education, and Continuing Education in Real Estate. His articles have appeared in leading business and legal publications.
AREAS OF SPECIALIZATION
As an MCBA and BVAL, Mr. Golanty is a recognized expert in the valuation of closely held businesses and professional practices with emphasis on litigation support (marital dissolution, stockholder/partner disputes, minority interest disputes, bankruptcy, insurance defense, condemnation), probate, estate and business planning, buy/sell agreements, acquisitions, divestitures and exchanges. His expertise includes strategic support in discovery, depositions, settlement conferences, trial preparation, and trial, and critical review and assessment of other expert's opinions and work product.
In 2006 Mr. Golanty was selected by the Institute of Business Appraisers (IBA) to serve as a Director on the North American Business Valuation Standards Council. The Directors represent the five professional organizations in North America (four United States, one Canadian) that certifies/accredits business appraisers.
He is a recognized expert in business brokerage and was Nevada's first Certified Business Intermediary (CBI) as conferred by the International Business Brokers Association (IBBA). In 2006 he was named to a special task force that developed the Business Brokers Permit examination for the State of Nevada. In Feb. 2007 he was invited to join a special study group that will review Nevada's new law regulating business brokerage.
PROFESSIONAL DESIGNATIONS
CERTIFIED BUSINESS APPRAISER (CBA)
- Institute of Business Appraisers
MASTER CERTIFIED BUSINESS APPRAISER (MCBA)
- Institute of Business Appraisers (Advanced IBA designation)
BUSINESS VALUATOR ACCREDITED IN LITIGATION (BVAL)
- Institute of Business Appraisers (IBA)
PROFESSIONAL ORGANIZATIONS
INSTITUTE OF BUSINESS APPRAISERS (IBA)
- Certified Business Appraiser: 1986 - 1999
- Master Certified Business Appraiser: 1999 - present
- Member, Qualifications Review (Peer Review) Committee: 1986 - 1990
- Public Relations Chairman, State of Nevada: 1993 - 1998
- GOVERNOR, SOUTHWEST REGION: 1998 - present
- Nevada, California, Arizona, Utah, Hawaii, Far East-Hong Kong
- (500+ members in Region)
- National Conference, Host Governor, 2000, Chandler, Arizona
- National Conference, Host Governor, 2004, Las Vegas, Nevada
- Chairman, Transaction Data Comittee
NATIONAL BUSINESS VALUATION GROUP (2001 to present)
- Exclusive Nevada, Northern California Member
NORTH AMERICA BUSINESS VALUATION STANDARDS COUNCIL
- Member, Board of Directors
MINNESOTA BUSINESS VALUATION GROUP
- Member, Board of Directors
COLLABORATIVE DIVORCE OF NEVADA, Las Vegas Chapter
WASHOE COUNTY (NEVADA) BAR ASSOCIATION
SACRAMENTO COUNTY (CALIFORNIA) BAR ASSOCIATION
AMERICAN SOCIETY OF APPRAISERS, BUSINESS VALUATION SECTION
- Former Candidate Member
- Former Public Relations Chairman, Northern Nevada
AMERICAN ARBITRATION ASSOCIATION
- Former Member, National Panel of Arbitrators
NATIONAL COUNCIL OF EXCHANGORS
- Gold Card (Lifetime) Member, California Chapter
INSTITUTE OF CERTIFIED BUSINESS COUNSELORS 1986 - 1990
- Former Certified Business Counselor (First in Nevada)
INTERNATIONAL BUSINESS BROKER'S ASSOCIATION (IBBA) 1988 - 1993
- Former Certified Business Broker (First in Nevada)
- Former Certified Business Intermediary (First in Nevada)
TRUCKEE/DONNER CHAMBER OF COMMERCE
- Board of Directors 1976 - 1979
- Vice President 1978 - 1979
NATIONAL ASSOCIATION OF REALTORS
- REALTORS NATIONAL MARKETING INSTITUTE
- Former Candidate for CCIM designation
INSTITUTE OF REAL ESTATE MANAGEMENT
- Former Candidate for CPM designation
WHO'S WHO IN CREATIVE REAL ESTATE, 1994-1998
- Senior Listee in National Directory
APPOINTMENTS
COMMISSIONER, CITY OF RENO, NEVADA
- Board of Adjustment, 2004-2006
SPECIAL TASK FORCE, STATE OF NEVADA
- To develop Business Brokers Permit Examination. 2006
SPECIAL STUDY GROUP (2007)
- To review and recommend revisions to new regulations by the State of
- Nevada pertaining to the licensing of business brokers.
APPRAISAL PRACTICES OWNED
PRESENT FIRMS:
President:
- JERRY F. GOLANTY, INC. dba, BizVal
Certified Business Valuations and Consulting, Business Brokerage Consulting, Expert Witness/Litigation Support
Office: Reno, Nevada
PREVIOUS FIRMS:
Director:
- MERIDIAN BUSINESS ADVISORS
Director of Business Valuations and Senior Advisor
Reno, Nevada
President:
- BizVal, Inc.
Certified Business Valuations and Consulting, Business Brokerage Consulting, Expert Witness/Litigation Support
Offices: Reno, Nevada; Las Vegas, Nevada
Member/Co-owner:
- BUSINESS VALUATION ASSOCIATES, LLC
Certified Business Valuations and Consulting, Business Brokerage Consulting, Expert Witness/Litigation Support, Arbitration
Reno, Nevada
Principal:
- GOLANTY & CO.
Certified Business Valuations and Consulting, Business Acquisitions, Business Brokerage Consulting, Expert Witness/Litigation Support, Arbitration
Reno, Nevada
President:
- GOLANTY & ASSOCIATES
Business Valuations, Business Brokerage, Business Counseling and Consulting
Reno, Nevada; Las Vegas, Nevada; Citrus Heights, California
President:
- GOLANTY-FISHER & COMPANY
Business Brokerage, Investment Property Brokerage, Business Valuations, Real Estate Appraising, Property Management
Reno, Nevada
President:
- TAHOE-TRUCKEE REAL ESTATE COMPANY
Business Valuations, Business Brokerage, Investment Property Brokerage, Property Management, Mortgage Loan Brokerage
Truckee, California
President:
- PACIFIC NATIONAL BUSINESS SERVICES
Business Valuations and Brokerage, Investment Property Brokerage, Business Valuations
San Francisco, CA
President:
- Cal-Francisco Investment Co., dba Pacific National Real Estate Company. Investment property brokerage and management.
San Francisco, CA
President:
- Bay City Construction Co. Apartment house developers
San Francisco, CA
BUSINESS OWNERSHIP INTERESTS & EXPERIENCE
Real estate brokerages
Mortgage loan brokerage
Automatic laundry stores and rentals
General food market
Hotel master lessee
Food & beverage operations
Advertising specialties
Presort mail contractors and direct mail marketing
QUALIFIED EXPERT
United States Bankruptcy Court, Eastern District of California
Superior Court, Contra Costa County, California (Review Appraiser)
Superior Court, Sacramento County, California
Superior Court, El Dorado County, California
State of Nevada, First Judicial District, Carson City, NV
State of Nevada, Second Judicial District, Reno, NV
State of Nevada, Fourth Judicial District, Elko, NV
State of Nevada, Eighth Judicial District, Las Vegas, NV
LICENSES HELD
Real Estate Broker, State of Nevada, (1979 to present)
Real Estate Broker, State of California, (former - 48 years)
EDUCATION
Ohio State University
University of Akron, Ohio
SPECIAL COURSES, SEMINARS
INSTITUTE OF BUSINESS APPRAISERS
- National Conference Seminars, 1988, 1989, 1992, 1995, 1996, 1997, 1999, 2000, 2001, 2003, 2004, 2005, National Symposium 2007
- Principles of Business Appraisal
- Valuation of Closely Held Businesses & Professional Practices
- Advanced Valuation of Small Businesses & Professional Practices
- Capitalization Rates of Closely Held Businesses
- Pricing Minority Discounts in Closely Held Corporations
- The P/E Ratio Method of Valuing Closely Held Businesses
- Preparation For, and Giving Expert Evidence at Trial
- Analysis & Use of Transaction Data
- Business Valuation for Divorce-The Practical & The Theoretical
- Unreported Income-Guess Where It Is?
- Analysis of Capitalization and Discount Rates
- Business Valuation, The Real World
- A Study of Fitness Industry Valuation
- Valuation of Professional Practices
- Reviewing an Opposing Appraiser's Report
- "Fair Value" for Oppressed Shareholders
- Business Valuations Using Discounted Cash Flow Analysis
- 1999 Case Law Update
- The Court-Appointed Expert
- Issues on the Cutting Edge
- Consulting With Management to Create Shareholder Value
- Adjusting Public Market Multiples for the Closely-Held Business
- National Conference Master Classes, 1999, 2000, 2001, 2003, 2004, 2005, 2007
- IBA 7001 Litigation Support and Expert Witness Workshop (58 hours)
- Legal Concepts for Expert Witnesses
- Professional Standards for Valuation Experts
- Report Writing for Litigation
- Environment-Responding to Opinions and Reports of Experts
- Expert Witness Clinic-Excelling in Deposition
- Expert Witness Clinic-Excelling in Trial Testimony
- Dynamics of Litigation-Dealing with Counsel and Avoiding Common Pre-Trial and During Trial Mistakes
- BVAL Final Exam
AMERICAN SOCIETY OF APPRAISERS
- BV 201 Business Valuation
- Closely Held Companies, Workshop
- The Valuation of Small Businesses and Professional Practices
- Uniform Standards of Professional Appraisal Practice (USPAP)
AMERICAN ARBITRATION ASSOCIATION
- Arbitration Procedures & Practice
INTERNATIONAL BUSINESS BROKERS ASSOCIATION
- Business Brokerage Practices
- Legal Aspects of Business Brokerage
- Recasting Financial Statements
NATIONAL ASSOCIATION OF REALTORS
AMERICAN INSTITUTE OF REAL ESTATE APPRAISERS
- Principles of Real Property Valuation, 101
REALTORS NATIONAL MARKETING INSTITUTE
- Commercial Investment Properties, CI 101
INSTITUTE OF REAL ESTATE MANAGEMENT
- Principals of Property Management, IREM 101
HAMMEL INSTITUTE
- Business Acquisitions & Mergers
CHATTHAM INSTITUTE
- Client Counseling and Management, 301, 401, 501
- Advanced Counseling Workshops
INSTRUCTOR
CONTINUING LEGAL EDUCATION (CLE)
State Bar of Nevada, Reno, Nevada
"Small Business Appraisals In And Out Of Trial", 1988
First Judicial District Bar Association, Carson City, Nevada
"The Certified Business Appraiser, A Member of the Litigation Team", 1988
Nevada Trial Lawyers Association,
1997 State Convention & Conference, Monterey, California, October 17, 1997
"USPAP & Revenue Rulings, The Power Tools of Business Valuation"
CONTINUING REAL ESTATE EDUCATION (CREE)
University of Nevada-Reno
"Business Brokerage and Valuation"
"Ethical Practice and Professional Standards" (approved for real estate law/ethics requirements), 1986, 1987, 1988
Reno, Las Vegas
University of Nevada-Reno
Interactive Radio Broadcast from UNR Campus to Outlying Nevada Communities
"Business Brokerage"
Nevada Association of Realtors, Graduate Realtors Institute (GRI)
"Business Brokerage"
"Ethical Conduct and Professional Standards"
"Things You Need To Know That Are Not Taught In Seminars", 1987, 1988
CONTINUING PROFESSIONAL EDUCATION (CPE)
CPA/LAW Forum
Northern California Branch (Sacramento, CA) 1994
Mt. Diablo Branch (Walnut Creek, CA) 1994
East Bay Branch (Union City, CA), 1994
"An Overview of The Business Valuation Process and Methodologies"
"An Examination Into Professional Standards"
Cambridge Institute
Las Vegas, Nevada, November 13,1997
"USPAP & Revenue Rulings, The Power Tools of Business Valuation"
IN–HOUSE SEMINARS — LAW FIRMS
Vargas & Bartlett (Reno, Las Vegas)
Beckley, Singleton, DeLanoy, Jemison & List (Reno, Las Vegas)
Hale, Lane, Peek, Dennison & Howard (Reno)
McDonald, Carano, Bergin, Wilson, Hicks & Frankovich (Reno)
Walther, Key, Maupin, Oats, Cox, Lee & Klaich (Reno)
Weiner, Waldman, Gordon & Silver (Las Vegas)
Lionel Sawyer & Collins (Reno)
Woodburn & Wedge (Reno)
Borton Petrini & Conron (Sacramento)
Diepenbrock, Wulff, Plant & Hannegan (Sacramento)
ARTICLES PUBLISHED
THE WRIT: Washoe County Bar Association (Nevada),
"Business Appraising", "Business Acquisitions and Mergers"
THE ADVOCATE: The Nevada Trial Lawyer's Association,
"The Certified Business Appraiser, A Member of The Litigation Team"
THE WRIT: Washoe County Bar Association (Nevada)
"Why A Business Appraiser" March, 1994)
THE DOCKET, Sacramento County Bar Association (California)
"Evaluating Business Value", (April, 1994)
CPA/LAW FORUM, National Issue,
"Who Values Your Business More Than The Appraiser", April, 1994)
SACRAMENTO REALTOR (California)
"So You Want To Sell Businesses!" (March 1994)
THE WRIT, Washoe County (Nevada) Bar Association,
"USPAP - Appraisal Standards Set", June, 1995
THE BUSINESS RESOURCE, Sacramento, California,
"Who Values Your Business More Than The Appraiser", February 1995
THE BUSINESS RESOURCE, Sacramento, California,
"Figures Don't Lie, But Do They Tell The Truth", March, 1995
THE BUSINESS RESOURCE, Sacramento, California,
"Hocus Pocus, There's A New Focus" May, 1995
THE DAILY RECORDER, Business Law Section, Sacramento County Bar Association,
"Valuation Services: No More Business As Usual", July 24, 1995 Revenue Ruling 59-60, Guidelines For Business Valuation, September, 1997, When Do You Call For Help? November, 1997
DAILY JOURNAL PUBLISHING, INC. - CONTRIBUTING COLUMNIST
24 NEWSPAPERS INCLUDING:
NEVADA JOURNAL
ARIZONA JOURNAL
COLORADO JOURNAL
WASHINGTON JOURNAL
SACRAMENTO DAILY RECORDER
LOS ANGELES JOURNAL, (Verdicts & Settlements)
SAN FRANCISCO JOURNAL (Verdicts & Settlements)
ARTICLES
Business Appraisal: The Who's, What's and Why's
Figures Don't Lie, But Do They Tell the Truth?
Unraveling the Mystery of a Capitalization Rate
So, You Want To Sell Your Business
Excess Earnings: Widely Used and Widely Misunderstood
USPAP - A Dynamite Tool For Lawyers
Have You Ever Appraised a Widget Dealership?
House Appraising, Business Appraising, What's The Difference
I Need It Yesterday!
How Reliable Is Your Expert?
NORTHERN NEVADA BUSINESS WEEKLY
CONTRIBUTING COLUMNIST
"The Mystery of Business Valuation, November 2002
"Correctly Pricing Your Business", March 2003
"Valuing Your Business", May 2006
"Is Fair Market Value Really Fair?", October 2006
"50-50 Does Not Always Mean Equal", February 2007
The Real Meaning of Goodwill
Buy-Sell Agreements
Rules of Thumb for Valuing a Business
Forensic What???
"Figures Don't Lie! Really?
LAS VEGAS BUSINESS PRESS
"What's Your Business Worth?" (March 2002)
BizVal Newsletters
Valuing Your Business * Principles, Approaches, Methods * What Does I All Mean? * Comparing Apples With Apples * Fair Market Value and Market Data * How Reliable Is Your Expert? * Kumho Tire and Expert Testimony * Meeting the Standard of Care * Today's Expert, Tomorrow's Casualty
* Fair Market Value, Fair Value! What's The Difference? * The Industry Expert v. The Appraiser * Credentials Really Matter * Things Attorneys Must Determine * Valuation Issues That Often Confront Landlords * Confusion in the Marketplace * Revisiting Ford v. Ford * Fair Market Value or Fair Value! Which is it? * There's No Substitute For Common Sense * Private Companies, Public Companies * Are Discounts Appropriate? * 50-50 Does Not Always Mean Equal * A Look at Goodwill * Buy-Sell Agreements, Rules of Thumb for Valuing a Business * Forensic What?, * Figures Don't Lie, Really! * What's Your (My) Business Worth?
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Jerry F. Golanty, MCBA, BVAL
Master Certified Business Appraiser
Business Valuator Accredited in Litigation
Email: jerrygolanty@bizval.net
BizVal - Reno
1575 Delucchi Lane
Suite 115
Reno, NV 89502
Phone (775) 332-4881
Fax (775) 827-0137
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