W. James (Jim) Lloyd is a Shareholder and valuation services practice leader at Pershing Yoakley & Associates, P.C., a certified public accounting and consulting firm based in Knoxville, Tennessee. Mr. Lloyd provides business valuation, economic damages analysis, forensic accounting and related litigation consulting services to a broad spectrum of organizations and the law firms that represent them.
Mr. Lloyd has valued hundreds of entities encompassing broad range of industries including healthcare, manufacturing, wholesale distribution, professional services, and banking among others. Additionally, he has testified as an expert in Federal and various state and local courts and arbitration proceedings across the U.S. in connection with matters involving failed business transactions, lost profits calculations, wrongful termination claims, shareholder disputes, marital dissolution matters, contract disputes, and various other matters.
Mr. Lloyd earned his Bachelor of Science in Business Administration with concentrations in finance and accounting from the University of Tennessee in 1983. In addition to being a Certified Public Accountant, Mr. Lloyd also holds the following professional credentials: Accredited in Business Valuation (American Institute of CPAs), Accredited Senior Appraiser (American Society of Appraisers), Certified Business Appraiser (Institute of Business Appraisers), Certified Fraud Examiner (Association of Certified Fraud Examiners), and Certified in Financial Forensics (American Institute of CPAs). Mr. Lloyd serves in leadership roles with several professional organizations and is currently the Chair of the AICPA’s ABV Credential Committee. He is a frequent speaker at various national and regional conferences.
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: Bachelor of Science in Business Administration - University of Tennessee
Certified Public Accountant (CPA)
Accredited in Business Valuation (ABV)
Accredited Senior Appraiser (ASA) (Business Valuation)
Certified Business Appraiser (CBA)
Certified Fraud Examiner (CFE)
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: American Institute of Certified Public Accountants
Tennessee Society of Certified Public Accountants
Institute of Business Appraisers
American Society of Appraisers
Association of Certified Fraud Examiners
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Frequent speaker and various national and regional conferences.
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No
Q: On how many occasions have you been retained as an expert?
A: 100+
Q: For what area(s) of expertise have you been retained as an expert?
A: Business valuation, economic damages, forensic accounting, shareholder disputes, marital dissolution.
Q: In what percentage of your cases were you retained by the plaintiff?
A: Approximately 40
Q: In what percentage of your cases were you retained by the defendant?
A: Approximately 60
Q: On how many occasions have you had your deposition taken?
A: 20+
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Business valuation
Economic damages analysis
Wrongful termination/death claims
Forensic accounting
Q: What is your hourly rate to consult with an attorney?
A: $410
Q: What is your hourly rate to review documents?
A: $410
Q: What is your hourly rate to provide deposition testimony?
A: $410
Q: What is your hourly rate to provide testimony at trial?
A: $410
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A:
