ALAN MARK GOCHMAN, A.S.A
Havertown, PA 19083
SUMMARY: Valuation Consultant with demonstrated success in preparing appraisals, researching
and establishing rapport with existing and new clients. Demonstrated success in writing
valuations for all types and sizes of businesses. Known for developing detailed, supportable
financial reports. Excellent analytical, management, communication, sales, customer service and teamwork skills.
EXPERIENCE: KLARIS, THOMSON & SCHROEDER, INC., Philadelphia, PA 2000 – present
Senior Valuation Consultant
Perform valuations and sell engagements for companies with up to $1B in sales for full-service
national valuation firm.
Wrote complete industry reports, business reviews, valuation, economic reviews, financial analyses and determined most applicable valuation methods.
Interviewed clients to gather data to prepare thorough valuation reports.
Performed valuations under GAAP, tax and regulatory rules in connection with acquisitions, sales, financial, estate or corporate planning, ESOP requirement and fairness and solvency opinions.
Developed and maintained outstanding rapport with clients over long-term period resulting in additional business.
Generated leads, priced and sold services.
Maintained current on business and economic developments related to clients’ businesses and used computer technology for research.
Set up conferences with estate planning counsels to enhance company’s visibility.
Wrote article for company newsletter.
Mentored new valuation consultant.
MARSHALL & STEVENS, INC., Philadelphia, PA 1996 – 2000
Consulted with closely held companies and inactively traded public companies with $10M revenues and above to provide valuations for purposes including purchase price, ESOP’s, estate planning, and financing requirements. Performed valuations of intellectual property. Analyzed firms’ operating performance, capital structure, strategic plans, and market positions.
Performed due diligence interviews face-to-face and in writing that ensured updated, accurate company information.
Identified risks in company-prepared financial statements.
Prepared financial forecasts.
Selected for special project valuations involving multiple disciplines based on keen ability to research and identify company/industry data at minimal charge.
Researched databases to benchmark companies to implement market approach.
ENTERPRISE APPRAISAL COMPANY, Wayne, PA 1994 – 1996
Prepared valuation reports for public and closely held companies including valuing of tangible
and intangible assets.
Served as market research specialist for domestic and international assignments.
Interacted with all levels of client management.
ALAN M. GOCHMAN, Havertown, PA 1993 – 1994
Real Estate Appraiser
Prepared real estate appraisal reports.
Inspected, measured and diagrammed residential property.
Researched multiple listing service books for comparable homes.
Interacted with real estate brokers to obtain additional information.
ALAN MARK GOCHMAN, A.S.A.
EXPERIENCE: DELOITTE & TOUCHE, LLP, Philadelphia, PA 1991 – 1993
(continued) Staff Accountant/Auditor
Performed varied accounting and auditing procedures for diversified client base.
Ensured corporate transactions complied with GAAP.
Performed analytical and other procedures on financial statements to determine accuracy of statements and ensuring proper disclosure.
Evaluated and tested clients’ internal controls over accounting procedures and recommended improvements as needed.
Interacted with clients’ accounting department on regular basis.
GE CAPITAL CORP./ELLCO LEASING CORP., Blue Bell, PA 1988 – 1991
Provided complete financial statement analysis for credit approval. Supervised collection and
maintenance of regional portfolio.
Determined compliance of credit requests with corporate guidelines.
Restructured initial credit requests to facilitate approval.
Approved credit for both Fortune 500 and middle-market companies.
Achieved $100K credit approval authority.
Supervised and trained collector in credit analysis.
EDUCATION: DREXEL UNIVERSITY, Philadelphia, PA
Master of Business Administration
Major: Operations Management
PENNSYLVANIA STATE UNIVERSITY, State College, PA
B.S. Business Administration
Certified Public Accountant, Commonwealth of Pennsylvania
American Society of Appraisers
SOCIETIES: Member of American Society of Appraisers