David Wanetick, Managing Director, IncreMental Advantage

David Wanetick has more than 20 years of experience in Company and Intellectual Property Valuation, Financial Modeling, Strategic Planning, and Negotiations.

He is recognized world-wide for his expertise in valuing emerging technologies and intangible assets such as patents, trademarks, copyrights, contracts, earn-outs and non-compete agreements. His clients include law firms; emerging, mid- and large-sized companies; technology transfer offices; inventors; venture capitalists and private equity firms. Valuations are primarily conducted in the context of negotiating licensing agreements, mergers and acquisitions, patent sales, capital raises and litigation support. He developed the Certified Patent Valuation Analyst Designation.

He has facilitated hundreds of sessions in which CEOs present their strategic plans to their Boards of Directors or members of the institutional investment community. These executives hailed from industries ranging from Advertising Agencies to Water Utilities and have been as diverse as Israeli Security Companies to Canadian Insurers.

He has published articles, been quoted or interviewed, in media outlets such as CNBC, CNNfn, The Wall Street Journal, Barrons, Chief Executive Magazine, Competitive Intelligence, Technology Transfer Tactics, Directors & Boards, Investors’ Business Daily, Newsweek, Intellectual Asset Management, Technology Transfer Tactics,  Les Nouvelles, Patent World, CEO Magazine, The CPA Journal, Licensing Journal, Willamette Insights, Valuation Strategies, Valuation Examiner, Business Valuation Update, IP Frontline, IP Litigator, Inventor’s Digest, Private Equity Manager, Research & Development Magazine, and The Canadian Institute of Chartered Business Valuators.

Mr. Wanetick is the author of three books – Bound for Growth: How to Pick Winning Stocks Using Industry Analysis; Hot Sector Investing; and The Power of Incremental Advantage: How Incremental Improvements Produce Dramatically Disproportionate Results. He developed the Certified Strategic Negotiator designation.

He teaches several courses at The Business Development Academy. He has lectured to senior executives and institutional investors all over the United States as well as in Canada, Singapore, Kuwait, Israel, the United Kingdom, Germany, the Netherlands, Belgium, Hong Kong and Malaysia.

Lloyd F. George, CPA/CFF, CVA, CLU, ChFC, Affiliated Partner

Lloyd George is a Certified Public Accountant, Certified Valuation Analyst, Certified in Financial Forensics, Chartered Life Underwriter and Chartered Financial Consultant. Following service in the U.S. Coast Guard and eight years at Arthur Young & Co., Lloyd served in financial, information technology and management positions in private industry with both domestic and multi-national corporations. He brings nearly 40 years of industry and professional experience to delivering high quality valuation and forensic accounting services to businesses and their trusted advisors. Engagements have included the following:

Business Valuations:

  • Appointed by the court to value a specialty tool manufacturer to facilitate a mediated shareholder dispute.
  • Appointed by the court to value a specialty food merchant to facilitate a shareholder dispute.
  • Appointed by the court to value a real estate holding company to facilitate settlement of an estate.
  • Jointly retained in three divorces initiated by the business owner spouse.
  • Minority interest in software and title companies to facilitate shareholder disputes or separation.
  • Intellectual property developed by one party in a marital dissolution.
  • General contractor in contemplation of a divestiture.

Litigation Support:

  • Plaintiff’s expert in two lost profits trials, two commercial insurance arbitrations, disability and medical malpractice matters, two wrongful termination cases, an embezzlement matter and a mortgage fraud.
  • Defendant’s expert in a shareholder disputes for a fence manufacturing and installation company, a multi-line retailer and an infrastructure testing company (both currently underway).
  • Defendant’s expert in an estate administration dispute and an employee whistleblower allegation.

Andrew Stanhope, Affiliated Partner

Andrew Stanhope is a senior financial and strategic planning executive who has served in key financial roles and managed the day-to-day financial operations for financial services firms and royalty finance companies. His expertise includes preparing strategic plans and financial models for analysis of acquisitions value-added opportunities, managing metadata, preparing budgets and forecasts, developing action plans and recommending strategies to enhance growth and profitability. He is a proficient technologist whose expertise includes MS Excel, MS Access, VBA, SQL Server.

Areas of Expertise

Financial models, dashboards, and financial forecasts including developing financial models for multivariate stress tests and risk assessments, dashboards summarizing investment alternatives, royalty revenue and liability forecasts, profitability plans, breakeven analyses, operating and capital budgets (using ROI, IRR, DCF, and NPV techniques).

Business and strategic planning including acquisitions, divestitures, expansion plans, product line evaluations, marketing plans, capital plans, financing plans, and capital expenditure plans.

Financial systems and applications development including developing customized databases and reporting systems (using MS Access, MS Excel, VBA and SQL). Utilizes financial and business analysis expertise to liaise between developers and analysts to ensure applications meet specifications.

Marshall Calman, Affiliated Partner

Marshall Calman is recognized and praised by his clients and peers as an executive and leadership coach, business consultant, facilitator and business executive.

Marshall was first trained in coaching methods while working in the rich counsel- and coaching-based culture at Hewlett-Packard. While moving up the ranks at HP and later at Agilent Technologies, ultimately becoming an executive in these leading technology companies, he built and led high performance leadership teams that achieved breakthrough results. This success is based on Marshall’s more than 20 years spent in consultative- and coaching-based leadership positions.

He created and built HP’s Americas Professional Services practice for complex technology solutions. At Agilent Technologies, was invited to be the top executive to lead a global team for client consulting and solution services. Marshall was fortunate enough himself to have had an executive coach. So unlike many coaches, he grasps – from his own experience – the perspective of the client.

In private practice since 2004, he mentors executives, leadership teams and business owners to meet and exceed their most challenging goals. Marshall earned two undergraduate degrees in electrical engineering and computer science, respectively, and an MBA in marketing.

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