VALUE MANAGEMENT - Key Persons
Job Titles:
- Director of Mergers and Acquisitions
Andrew Wilusz is the Director of Mergers and Acquisitions at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. As the Director of Mergers and Acquisitions, Andrew serves as a transaction intermediary, initiating and negotiating the purchase and sale of privately held companies. Mr. Wilusz is a member and past president of both the Philadelphia and Montgomery County Estate Planning Councils. He is also a member of the Association for Corporate Growth (ACG). Andrew has given numerous CE and CLE presentations on a variety of topics, addressing: Mergers & Acquisitions, Business Valuations, and Ethics for Estate Planning Professionals.
Job Titles:
- Senior Financial Analyst at Value Management Inc.
Brandon Nelson is a Senior Financial Analyst at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Brandon is responsible for preparing valuation analyses for privately held companies. These tasks include preparation of schedules, economic and industry research, inputting data, and performing guideline searches for the valuation of closely held enterprises, professional practices and publicly traded securities. Brandon has a business valuation background with a focus in ESOPs. Previously he was working with ESI Equity. Mr. Nelson received a Bachelor of Science degree with a double major in Finance and Accounting from the Univeristy of Minnesota.
Job Titles:
- Managing Director
- Principal
- Founder - Managing Director
Edward A. Wilusz is the Managing Director of Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Mr. Wilusz has been actively engaged in the appraisal profession since 1980. He has qualified as a business valuation expert witness and provided testimony in the following states: Pennsylvania, New Jersey, New York and Ohio. He is a Senior Member - Business Valuation in the American Society of Appraisers; a Chartered Financial Analyst (CFA); a past member of the ESOP Association's Valuation Advisory Committee and Past Chairman of Sub-Committee to update Valuing ESOP Shares; Past-Director and Past-President of Bucks County Estate Planning Council; and Past-President of the Philadelphia Chapter of American Society of Appraisers. Ed is past chairman of Pearl S. Buck International and Director of the Bucks County College Foundation Board
Gregory Kniesel is the Managing Director at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Greg brings 22 years experience with him. Prior to joining VMI, Greg was Managing Director of FMV Opinions, where he spent 10 years and directed that firm's national ESOP valuation practice. Greg has published numerous articles on different valuation related topics. He sits on the Valuation Advisory Committee of the ESOP Association and is an Accredited Senior Appraiser with the American Society of Appraisers.
Job Titles:
- Director - Litigation Services Marital / Shareholder Business Valuations
- Director of Litigation Services
Joseph Egler is the Director of Litigation Services and Marital/Shareholder Business Valuations at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Joseph performs valuations for stockholder dissolution, estate tax, ESOPs, and marital dissolution. Mr. Egler specializes in the valuation of executive stock options and has published articles concerning option valuation and other valuation related topics. He has testified as an expert witness numerous times in Pennsylvania and New Jersey. Mr. Egler is a Chartered Financial Analyst and has a Masters in Business Administration degree from LaSalle University with a concentration in finance. He has also completed Business Valuation Course I - III of the American Society of Appraisers.
Kaitlin Wilusz is a Director at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Kaitlin is responsible for providing research and performing financial and economic analyses for the valuation of closely held enterprises, professional practices and publicly traded securities. Prior to VMI, Kaitlin was a senior financial analyst at Ernst & Young where she worked within the Valuation & Modeling group, specializing in financial services. Ms. Wilusz received a Bachelor of Science degree presented Summa Cum Laude in Accounting and Finance with a minor in Economics from Fairfield University. Ms. Wilusz is a member of Beta Gamma Sigma. She is also a member of the Chartered Financial Analysts (CFA) institute and is an Accredited Senior Appraiser (ASA).
Mark Winger is a Manager at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Mark is responsible for providing research and performing financial and economic analyses for the valuation of closely held enterprises, professional practices and publicly traded securities. Mr. Winger has over 28 years of experience within the business valuation profession. Prior to VMI, Mr. Winger served in various roles at Gordon Brothers Asset Advisors and American Appraisal Associates, including the management of valuation engagements for financial reporting, income tax reporting and lending purposes. Mark has completed projects involving companies in a wide variety of industries, with an emphasis on oil and gas reserves. Mr. Winger received a Bachelor of Science degree in Accounting from Marquette University. He has also earned the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Accredited in Business Valuation (ABV) and Accredited Senior Appraiser designations.
Job Titles:
- Director - Business Valuations
- Director of Business
Patricia McMullen is the Director of Business Valuations at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Patricia is responsible for providing research and performing financial and economic analysis for the valuation of closely held enterprises, professional practices and publicly traded securities. Mrs. McMullen was the controller at Gund Investment Corporation, in Princeton, NJ, a holding company that acquired and sold companies for its own account. Mrs. McMullen received a Bachelor of Science degree in Accounting from St. Joseph's University and a Masters in Business Administration degree in Finance from LaSalle University.
Job Titles:
- Manager
- ABV / CFF
- ABV / CFF, CFA, MBA / Manager
Robert Yohe is a Manager at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Rob is responsible for providing research and performing financial and economic analyses for the valuation of closely held enterprises, professional practices and publicly traded securities. Mr. Yohe has over 25 years of experience within the business valuation profession. Prior to VMI, Mr. Yohe served in various roles at BDO USA LLP, Navigant Consultant Inc and Arthur Andersen, LLP. His experience includes, but is not limited to, accounting, financial, and economic fact finding, calculating and critiquing claims for lost profits and economic damages, performing business and intangible asset appraisals, calculating damages, and performing solvency and ability-to-pay analyses, among other activities including the management of valuation engagements for financial reporting, income tax reporting and lending purposes. Rob has earned the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Accredited in Business Valuation (ABV) and a Masters of Business Administration (MBA).
Susan Wilusz is the Marketing Director at Value Management Inc. VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. VMI also facilitates mergers and acquisitions. Susan is responsible for the marketing and business development within the firm. This includes working closely with others, overseeing the marketing functions and coordinating speaking engagements. In addition, she oversees the publication of the company newsletter and other corporate communications. Ms. Wilusz graduated from Philadelphia University with a Bachelor of Science in Marketing.