W. James (Jim) Lloyd, CPA/ABV, ASA, CBA, CFE is the Managing Director of ValuePoint Consulting Group, LLC, a valuation and litigation consulting firm based in Knoxville, Tennessee. Mr. Lloyd provides business valuation, economic damages analysis, and related litigation consulting services to business organizations and their attorneys. His services have been used in connection with merger and acquisition transactions, shareholder disputes, divorce litigation, commercial damages litigation, private offerings, transfer tax planning, structuring joint ventures, and various other transactions. Mr. Lloyd has significant experience in several industries including: healthcare, manufacturing, real estate, transportation, and wholesale distribution.
Mr. Lloyd is a 1983 graduate of the University of Tennessee with a Bachelor of Science in Business Administration.
ValuePoint Consulting Group, LLC is an independent provider of business valuation and litigation consulting services. For additional information please visit our website at www.valuepointconsulting.com
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: I have presented at various conferences and other forums on business valuation and fraud related topics.
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: 50+
Q: For what area(s) of expertise have you been retained as an expert?
A: Business valuation, economic damages, forensic investigations, lost earnings, shareholder disputes
Q: In what percentage of your cases were you retained by the plaintiff?
A: Approximately 25%
Q: In what percentage of your cases were you retained by the defendant?
A: Approximately 75%
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: Expert witness
Expert consultant
Economic damages analysis
Forensic investigations
Business valuations
Q: What is your hourly rate to consult with an attorney?
A: $315
Q: What is your hourly rate to review documents?
A: $315
Q: What is your hourly rate to provide deposition testimony?
A: $315
Q: What is your hourly rate to provide testimony at trial?
A: $315
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Travel and out of pocket
