|
Rick Zitelman, CPA, CVA |
Principal
|
|
|
EXPERIENCE
Rick Zitelman began his career in public accounting in 1977 at Ernst & Ernst. After serving in the audit and tax divisions for two years, he joined a regional savings and loan as Corporate Controller. Gaining experience in financing real estate and the financial markets, Mr. Zitelman went on to provide high income net worth individuals with investment advisory, tax planning, accounting and tax preparation services. As Principal and President, he led a Registered Broker-Dealer to provide due diligence, structuring, negotiating and financing limited partnerships in radio broadcast properties and real estate. In 1985, Mr. Zitelman founded The Zitelman Group (TZG), a merchant and investment banking firm, where he is still actively involved, to identify investment opportunities and provide services specializing in evaluating, valuing financing, owning, operating and investing in closely held entities and other illiquid investments. Recognizing the growing demands of valuation and litigation support services, he co-founded Valuation Services, Inc. in 1994. Mr. Zitelman serves as a Principal and is a valuation expert. Throughout the years, he has been published, has presented, and has been engaged as an Expert Witness. Mr. Zitelman is an active member of national and local valuation related professional organizations. He is also active in many philanthropic and non-profit organizations.
EDUCATION & CERTIFICATIONS
• Wharton School, University of Pennsylvania - B.S. in Economics - 1977
• Certified Public Accountant
• Certified Valuation Analyst
• Registered Securities Principal & Representative
• Registered Investment Advisor
• Mediator
PROFESSIONAL AFFILIATIONS
• American Institute of CPAs
• Maryland Association of Certified Public Accountants
• National Association of Certified Valuation Analysts
• Wharton Club of Washington, D.C.
LITIGATION EXPERIENCE
• Circuit Court for Montgomery County, MD
• U.S. Bankruptcy Court for the So. District of NY
• Circuit Court for Prince George’s County, MD
• U.S. District Court for the Eastern District of VA
• Circuit Court of Fairfax County, VA
• U.S. Superior Court
• U.S. Bankruptcy Court for the District of MD
• U.S. Tax Court
• U.S. Bankruptcy Court for the Eastern District of VA
SELECTED SPEAKING ENGAGEMENTS
• Business Succession Planning in Maryland – Lorman Education Services
• Loan Workout, Bankruptcy and Collateral Liquidation in the District of Columbia – Lorman Education Services
• Business Valuation Fundamentals & Techniques for Small Businesses - So. MD Chapter of MACPA
• Financial & Tax Planning Opportunities with Closely Held Companies - Shulman, Rogers, Gandal, Pordy & Ecker, P.A.
• Optimal Valuation Methods for Distressed Companies - Institute for International Research
• Planning Opportunities & How to Buy and Sell a Closely Held Business - Montgomery County Bar Foundation
• Valuing Closely Held Companies & Ownership Interests - Montgomery County Bar, Estates & Trusts Section
• Valuation Considerations of Family Limited Partnerships - D.C. Bar, Taxation Section
• Valuation Discounts & Minority Discounts – D.C. Bar & Montgomery County Bar, Taxation Sections
• Valuation Issues in Bankruptcy - Walter Chandler Chapter of the American Inns of Court
• Valuation of Partnerships & Closely Held Corporations - U.S. Dept. of Justice, Office of the United States Trustee
PUBLISHED WORK
• "Valuation of Interests in Closely Held Companies" The Practical Lawyer January 1997 |
|
|
|
|
Download information as a vCard
|
