Who We Are
MARK L. MITCHELL, CFA, ASA
Principal
Mr. Mitchell participates in all phases of project management and client development for the firm. He has extensive experience in the valuation of business assets for gift and estate tax purposes, acquisition, divestiture, strategic planning, minority stockholder disputes, employee stock ownership plans, and fairness and solvency opinions. He frequently values debt instruments and other specialized securities, including convertible bonds, preferred stock, options and warrants. Mr. Mitchell has completed numerous assignments involving the valuation of intangible assets, including patents, software, license agreements, trademarks and trade names.
Mr. Mitchell has significant experience in providing valuation consulting services in litigation support situations. He has provided services in cases involving economic loss, business interruption/lost profits, bankruptcy/reorganization and marital dissolution. Mr. Mitchell brings to the firm an extensive knowledge of financial markets, economics, securities analysis, and the tax and accounting aspects of valuation issues. He has served clients in a wide variety of industries.
Mr. Mitchell holds a Master of Business Administration degree in Finance from Southern Methodist University and two Bachelor of Science degrees, in Mathematical Sciences and Economics and Systems Analysis, also from Southern Methodist University. He is a member of the CFA Institute, a member of the Seattle Society of Financial Analysts and a Senior Member of the American Society of Appraisers.
LAURA E. FOX, CPA/ABV, CVA
Principal
Ms. Fox has performed valuations for mergers and acquisitions, financial reporting, estate and gift taxes, litigation support, stock option plans and general corporate planning. She has worked on assignments involving the valuation of intangible assets and her assignments have covered a variety of industries. Additionally, she has extensive experience in federal income tax planning and compliance for all types of business entities as well as for individuals.
Ms. Fox holds two Bachelor of Arts degrees, in Accounting and Finance, from Western Washington University. She is a member of the Washington Society of Certified Public Accountants, the National Association of Certified Valuators and Analysts, through which she earned the Certified Valuation Analyst designation, and the American Institute of Certified Public Accountants, through which she earned the certification Accredited in Business Valuation.