Dr. Carl Sheeler, PhD, ASA and Principal of Business Valuations Ltd., Joins Leading Global Expert Services Firm Berkeley Research Group and Inks Wiley Book Deal
Dr. Sheeler named as Director and Equity Partner of BRG, LLC (www.brg-experts.com); announces upcoming book focusing on his business philosophy and targeting entrepreneurs, investors, professional advisors and academics - "It's GRRK to me: Value Creation" outlining Governance, Relationships, Risk and Knowledge, the building blocks of a successful business
LOS ANGELES, Oct. 16, 2013 /PRNewswire/ -- In a 7-figure deal, Dr. Sheeler, who has been a steward of Business Valuations Ltd. for two decades, saw the opportunity to join forces with BRG. "I embrace the servant-leadership and transparency philosophy of chairman Dr. David Teece, and the entrepreneurial and collaborative mindset of BRG executives Geoff Colton and Philip Rowley. It's rare to find such a collegial environment. I look forward to serving national and local clients whether in Los Angeles working with Dr. Paul Wazzan and our Century City Team, or elsewhere," states Dr. Sheeler.
Business Valuations Ltd. established a solid reputation partnering with trusted advisors to serve start-ups, family businesses/offices, private equity groups, venture capitalists and company executives/ founders. Sheeler will continue providing valuation expertise to legal, tax, wealth and business advisory professionals in matters ranging from transfer, transaction and tax to disputes. Like BRG, he has taken the Silicon Valley management model—flexibility, agility, and talent empowerment —and applied it to professional services. Sheeler shares, "It's a return to old-school relationships and risk management."
Sheeler has simplified 1,000+ complex matters. As an IRS/Court-qualified expert he has been designated on 160+ disputes concerning taxpayer disputes to dissenting shareholder actions, as well as Employee Stock Ownership Plan (ESOP) engagements. Matters usually involve 8- to 10-figure annual-revenues companies. Sheeler has seen two challenges and opportunities. The first involves trillions of dollars in businesses owned by families and private equity, who are anticipating a transition over the next decade. Both are motivated to achieve high-net proceeds while keeping taxes low. The second is a holistic approach to serving clients by engaging teams of trusted advisors where 1 + 1 = 3. Sometimes bandwidth limitations can have an adverse impact on equity value. Hence, his attraction to BRG.
The Sheeler Book "It's GRRK to me: Value Creation" embodies the core belief that when all things are distilled, Governance, Relationships, Risk and Knowledge are the immutable elements where advisors, executives and owners can measure, create and protect values associated with business ownership. A "teaser" of the topic will be presented at the Family Firm Institute annual conference to be held in San Diego this Thursday. There is a waiting list for attendance to this presentation.
Sheeler shares, "Clients trusted us as BVL. They'll love us as BRG. We were often selected because we were a client-centric, 'can do' boutique firm with a national footprint. With BRG, clients and their advisors can partner with us as there's almost nothing we cannot do as a global firm with 100s of PhDs/MBAs and support staff with which to collaborate."
Business Valuations Ltd. has seven offices nationwide. Since 1954, it has served business owners and their advisors. Dr. Sheeler has been with the firm since 1992 and was the 2012 Worth Magazine's Leading Advisor. His doctoral dissertation addresses private company illiquidity. He authored the Valuation Chapter for the AICPA's and California Bar's Succession Planning Manuals.
Berkeley Research Group, LLC was formed and led by experts with 25 offices across the United States, Australia, Canada, Latin America, and United Kingdoms. BRG provides independent expert testimony, litigation and regulatory support, authoritative studies, strategic advice, and document/data analytics to major law firms, Fortune 500 corporations, government agencies, and regulatory bodies.
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