Alan J. Statz specializes in the valuation of small to mid-sized closely-held companies, fractional interests and intangible assets for business owners, shareholders, attorneys, CPAs, fiduciaries, courts, lenders and others who need reliable and defensible valuations. Typical uses of Al’s valuations include estate planning, estate, gift and other tax filings, succession planning, mergers and acquisitions, buy-sell planning and transactions, management buy-outs, financing, reorganizations, ESOP, bankruptcy, shareholder disputes, marital dissolutions and litigation support. Since 1990 Alan J. Statz has participated in the valuation, sale, merger and acquisition of hundreds of businesses.His industry experience encompasses manufacturing, distribution, food and beverage, professional practices, marketing services, many types of B2B and personal services, construction, technology, telecommunications, internet, transportation and logistics, retailing, entertainment and hospitality. Al has developed courses, authored articles and addressed various groups of accountants, attorneys, financial advisors, intermediaries and business owners on business valuation, exit planning and M&A. He is accredited as a Certified Business Appraiser (CBA) by the Institute of Business Appraisers and is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers.
Previously Alan J. Statz was president of Industrial Devices Corporation, a $20M manufacturer of robotics for industrial automation. Al acquired an east coast company and assimilated it into IDC’s operations. IDC merged with seven other firms and was eventually sold to multi-national Danaher Corp (NYSE: DHR). Prior to that, Alan J. Statz integrated business acquisitions, developed and launched numerous products, led sales and marketing teams and business development efforts, formed successful strategic alliances and built worldwide sales channels for early-stage and mature companies, both publicly and privately held.
Alan J. Statz specializes in the valuation of small to mid-sized closely-held companies, fractional interests and intangible assets for business owners, shareholders, attorneys, CPAs, fiduciaries, courts, lenders.
Master’s in Business Administration, Golden Gate University – San Francisco
Bachelor of Science Electrical Engineering, University of Wisconsin – Madison
Advanced coursework in management accounting, finance, economics & quantitative analysis
Accredited Senior Appraiser (ASA)
American Society of Appraisers
Certified Business Appraiser (CBA)
Institute of Business Appraisers
Certified Business Intermediary (CBI)
California Association of Business Brokers, board member
A Source, the world’s largest association of middle market intermediaries
Association for Corporate Growth