Jeffrey D. Jones, ASA, CBA, CBI
Jeff is nationally recognized as an experienced business appraiser and business broker and has earned senior level professional designations from national associations representing the appraisal and brokerage industry.
As president of Certified Appraisers, Inc., he manages the firm's multidiscipline appraisal practice that includes valuation of businesses, machinery & equipment and real estate. As President of Advanced Business Brokers, Inc. he and his staff have been involved in the sale of over one thousand small and midsize businesses since 1976.
He frequently testifies in depositions and courts of law as an expert witness on business valuation litigation matters. His clients include closely held companies, publicly held companies, financial institutions, the IRS and other governmental agencies.
Jeff is the co-editor of two books published by John Wiley & Sons: “Handbook of Business Valuation” and "Mergers and Acquisitions Handbook For Small and Midsize Companies". He has authored valuation and brokerage articles published in various trade and industry magazines, and he is an instructor on business valuation and M & A topics for the American Society of Appraisers, the Institute of Business Appraisers, the International Business Brokers Association, and the Texas Association of Business Brokers.
Jeff holds a Masters Degree from Pepperdine University. He is licensed by the Texas Real Estate Commission and the Texas Securities Commission. He is a designated member of the American Society of Appraisers (ASA); the Institute of Business Appraisers (CBA); Texas Association of Business Brokers (BCB); and is a Fellow of the International Business Brokers Association (CBI).
5225 Katy Frwy, # 250, Houston, Texas 77007
713-680-3290 713-680-9915 Fax jdj@certifiedappraisers.com
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: * Masters Degree in Business from Pepperdine University
* Senior Member of the American Society of Appraisers (ASA)
* Senior Member of the Institute of Business Appraisers (CBA)
* Fellow Member of the International Business Brokers Association (FCBI)
* Texas Real Estate License
* Texas Securities Dealers License
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: * Senior Member of the American Society of Appraisers (ASA)
* Senior Member of the Institute of Business Appraisers (CBA)
* Fellow Member of the International Business Brokers Association (FCBI)
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Jeff teaches classes on business valuation and practice standards for the American Society of Appraisers and the International Business Brokers Association.
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: Never
Q: On how many occasions have you been retained as an expert?
A: 15 to 20 times per year.
Q: For what area(s) of expertise have you been retained as an expert?
A: Valuation of businesses
Determination of economic damages
Serve as an expert in testifying in regards to appraisers and business brokers who have violated professional codes of ethics and practice standards
Q: In what percentage of your cases were you retained by the plaintiff?
A: Approximately 50% of the time
Q: In what percentage of your cases were you retained by the defendant?
A: Approximately 50% of the time
Q: On how many occasions have you had your deposition taken?
A: 5 to 10 times per year
Q: When was the last time you had your deposition taken?
A: Last month
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Over 50 and less than 100
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: Over 50 and less than 100
Q: For how many years have you worked with the legal industry as an expert?
A: 35 years
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Valuation services and expert witness services
Q: What is your hourly rate to consult with an attorney?
A: The first meeting is free to determine the scope of work required to complete the assignment. Thereafter the fee is $250 per hour
Q: What is your hourly rate to review documents?
A: $250
Q: What is your hourly rate to provide deposition testimony?
A: $350
Q: What is your hourly rate to provide testimony at trial?
A: $350
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Reimbursement of travel related expenses.
