|12201 Merit Drive7th Floor, Suite 700Dallas, Texas 75251
During his 30-year career, Mr. Phalon has
focused exclusively on the valuation of businesses, partnership interests, intangible assets, and other financial interests.
His valuations have provided the basis for acquisitions and divestitures, gift and estate planning, business succession planning,
goodwill impairment, fairness opinions, purchase price allocation, employee stock ownership plans, general corporate planning,
and litigation support.
Mr. Phalon's experience has provided in-depth
knowledge of a wide range of industries. Throughout his career, Mr. Phalon has demonstrated the ability to quickly and effectively
evaluate complex issues, to focus discussions on key factors, and to communicate his analyses in a manner that often reduces
confusion for clients and other professionals.
Mr. Phalon has testified in tax courts and
federal district courts. His successful track record contributed to the Department of Justice engaging him to testify in high-profile,
non-tax cases. Mr. Phalon has also acted as a mediator when valuation matters were the primary issue. His diplomatic approach
often brings clarity for all parties involved.
Mr. Phalon's experience includes Managing
Director, Bernstein, Phalon & Conklin in Dallas, Texas (1995-2001), Director of Valuation Services, Arthur Andersen &
Co., Dallas, Texas, Washington, D.C., and Miami, Florida (1987-1995), and American Appraisal Associates (1981-1987).
- M.B.A., University of Wisconsin, 1980
- B.S., Civil Engineering, University of Wisconsin, 1977
PROFESSIONAL DESIGNATIONS & MEMBERSHIPS
- Chartered Financial
- Senior Member (ASA) of the American
Society of Appraisers, Certified in Business Valuation
- Member, Dallas Association of Investment Analysts