Qualifications

Jeffrey D. White

Learn More About the Qualifications of Jeffrey D. White

Jeffrey graduated with a Bachelor of Science degree in accounting from Mankato State University in Minnesota. He also has prior US Navy experience and has participated in numerous seminars for continuing appraisal education.

Valuation and Special Education Courses

Appraisal Institute (AI)
  • Real Estate Appraisal Principles Course and Examination, Course #1A-1 
  • Business Valuation Procedures Course and Examination, Course #1A-2
  • Capitalization Theory and Techniques Course and Examination, Course #1B-A; #1B-B
  • Report Writing and Valuation Analysis, Course 540
  • Litigation Valuation Course
  • Standards Course "A" and "B", Course 410 and 420
  • Advanced Income Capitalization
  • Advanced Industrial Valuation
American Society of Appraisers (ASA)
  • Level I: Introduction to Value Theory and Appraisal Procedures, Fundamentals of Machinery and Equipment
  • Level II: Research and Analysis in Appraising - Process of Estimating Value (Machinery and Equipment)
  • Level I: Introduction to Business Valuations
  • Level II: Business Valuation Methodology
  • Level III: Business Valuation - Case Study
  • Level IV: Business Valuation - Selected Advanced Topics
  • Litigation Support: "The Appraiser as Expert Witness"
  • Valuing Intellectual Property "Intangible Assets"
  • Valuation Concepts for the Gaming Industry
Miscellaneous
  • Attended Numerous Specialty Courses in Real Estate, Equipment, and Business Valuation Areas

Appraisal Experience

1991-Present
Valuation Specialists LLC, (Pres.) Eau Claire, Wisconsin / Minneapolis, Minnesota. Appraisal services specializing in business valuations (closely held companies), intangibles, machinery and equipment / furniture and fixtures, review appraisals, and real estate consultations and appraisals.

1994-Present
Asset Reliance, Inc. (Regional Manager) Midwest Region
Offices in Los Angeles, CA; San Francisco, CA; Dallas, TX. Appraisal and Auction services, specializing in machinery and equipment valuations, and auction services, nationwide.
 
1989-1991
Wipfli Ullrich Bertelson CPAs, Eau Claire, Wisconsin (Manager)
Manager of firm wide valuation group. Specialist in valuation of business enterprises, intangible assets, machinery and equipment, real estate consultations. Special project consultations, estate planning, and tax.
 
1984-1989
Arthur Andersen & Co., Minneapolis, Minnesota (Senior Appraiser)
Specialist in business enterprise and equipment valuations. Manager of appraisal division.

Qualifications Continued

Professional Affiliations
  • American Society of Appraisers, (ASA)
    - Senior Member (ASA); Machinery and Equipment
    - Senior Member (ASA); Business Valuation
  • Institute of Business Appraisers, (IBA) - Member
  • American Institute of Real Estate Appraisers - MAI Candidate
  • American Arbitration Association - Panel of Arbitrators
    Eau Claire / Chippewa Valley Board of Realtors - Member

Valuation Experience

Business Enterprise and Intangible Asset Valuations - Business Valuations (closely held companies), Financial Analysis, Estate and Tax Valuations, Mergers and Acquisitions, Valuation of Closely Held Stock, ESOP Valuations, Intangible Asset Valuations, Purchase Price Allocations, Small Business Valuations, Shareholder Disputes, Buy / Sell Agreements, Marriage Dissolution, Litigation Support, Charitable Contributions, Inventory, Consultations, Potential Sale or Purchase, Review Appraisals. Expert witness and testimony.

Machinery and Equipment - Specialization in the valuation of machinery and equipment / furniture and fixtures for a variety of valuation purposes. Expert witness and testimony.

Real Estate Appraisals Valuations of Commercial, Industrial and Residential Real Estate for a variety of valuation purposes. Special consultations and difficult properties. Expert witness and testimony.

Review Appraisals - Reviewed third-party valuations for financing, tax, gifting, potential sale and purchase and litigation proceedings.

Expert Testimony - Bankruptcy Court, Divorce, Litigation, Arbitration

Seminar

  • University of Madison - Law School
  • University of Wisconsin - Eau Claire
  • University of Minnesota - School of Medicine
  • American Bar Association
  • American Institute of Certified Public Accountants
  • Institute of Business Appraisers Seminar
  • Various Community Service Organizations
Call us at
715-834-8210 to schedule an appointment with Jeffery D. White.
Contact Valuation Specialists LLC for a FREE consultation.
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