Jerry M. Chang

He specializes in valuation, financial, and transaction advisory services for a wide variety of client needs, including:

• Regulatory, Statutory, and Fiduciary Compliance: Provides rigorous, well-supported valuation analyses, financial analytics, and fairness opinions to clients assessing growth initiatives while mitigating compliance risk. Clients have included C-level executives, senior management, board members, auditors, legal counsel, and state attorneys general who require independent, insightful, and reliable advice to make well-informed decisions.
• Strategic and Transaction Advisory: Guides senior executives and their legal counsel when they arrive at the intersection of strategy and financial analytics related to a potential transaction. Performs insightful valuation and financial modeling that enable clients to gain valuable insights into strategic and transaction scenarios. Holds both Series 79 and 63 licenses.
• Litigation and Arbitration Support: Serves as a valuation and damages expert witness in federal and state cases, as well as arbitration and mediation settings, with zero disqualifications to date. Supports clients involved in disputes with expert reports, rebuttal reports, and oral testimony in front of a judge, jury, arbitrator, or mediator.
• Bankruptcy and Restructuring: Serves as a valuation advisor and expert for trustees and debtors involved in Chapter 11 proceedings in US Bankruptcy Court. His valuation advisory experience has spanned disciplines including total business enterprise, total equity, real property, and personal property.
• Financial Reporting: Performs rigorous, well-supported fair-value opinions for financial reporting purposes, including FASB ASC 805, ASC 958-805, ASC 350, ASC 360, and ASC 718. His past experience includes managerial roles in the valuation practices of two Big Four audit firms.