Real Estate / Insurance
Our Real Estate Group includes professionals with expertise and experience in the areas of real estate appraisals, transactions, devaluations, and inspections, including U. S. Department of HUD compliance regulations.
Our Insurance Group includes professionals with expertise and experience in the areas of insurance coverage, claims, underwriting, disputes, breach of contract, bad faith, risk management, marketing, insurance law, policy form and formats, and workers compensation for individuals, families, and businesses.
|First Name||Last Name||Title||CV Abstract|
Financial, and Real Estate Expert
|Banking and financial operations, transactions, and fiduciary responsibilities; investor relations; pricing negotiations; profitability models; ROA and ROE projections; loan and mortgage reviews; credit analysis; training seminars; refinancing, restructuring, and amortization – strategy workouts; lending and mortgage transactions, including Asset-Based, Commercial Real Estate, Syndications, Mezzanine/Bridge, and C & I; credit investigations; loss mitigation; asset management; credit risk tolerance; loan servicing; default and distressed asset management; REO acquisitions and dispositions; cash flow analytics; profitability models; financial spread software; real estate asset management; dispensation of troubled assets and related loans; credit loan applications and renewals; loan covenant tracking; risk rating; credit reviews; LAN administration; collateral analysis; cash flow analysis; Inmatrix and Symbiant credit-risk management software; due diligence; economic loss; fraudulent activity; mail and wire fraud; foreclosures.|
|Steven R.||Chapski, CPA, CFE, CSM||Forensic Economist and Accountant||Accounting services; tax services; bankruptcies; economics; financial statements; budgets; forecasts; audit reviews; and tax returns (individual, partnership, corporate, and fiduciary); interactions with external auditors; and reconcile accounts; business valuations; fraud; embezzlement; age discrimination; fee disputes; employee contracts; asset valuation/recovery; business interruptions; cash-flow projections; gift valuations; intangibles valuation; software audits; wrongful discharge; lost wage valuation; alimony/child support; divorce settlements; retail accounting; receivables analysis; asset valuation/recovery; inventory damages; trust administrations; royalties; commissions.|
|Timothy S.||Hefty, CPA, CFE, CFF, DABFA||Economist & Accountant||Accounting, economics, and finance issues; fraudulent activity; economic damages; business valuations; professional malpractice; mergers and acquisitions; damage calculations; lost profit analysis; insurance claims; marital relations and dissolutions; identification of assets; asset tracing; estate and gift tax planning; succession planning; shareholder and partner disputes; asset diversion; spousal and/or child support; breach of contract; wrongful discharge; trademark infringement; business interruption/impediment.|
|Michael E.||Schack, CCIM||Real Estate and Property Management Expert||Policies and procedures; lease negotiations; property inspections; property maintenance; asset management; landlord-tenant issues; acquisitions; property repositioning; standards of care; security; premises liability; dispositions; loan agreements; equity raising; investment performance; multi-family, office, retail, and industrial real estate; oversight of asset managers, third party property managers; leasing agents, construction managers, and other third party providers; due diligence; value enhancement; training asset managers; real estate appraisals; investment analysis; condemnation; property taxes.|
|William J.||Warfel, PhD, CLU, CPCU||Insurance Industry Expert||Insurance losses involving property damage, punitive damage, and personal injury; breach of contract; bad faith; agent and broker liability issues representing policyholders, insurers, and third parties; general liability; homeowners; personal and commercial auto; commercial property; business income; individual life and disability; professional liability; employee dishonesty; workers compensation; financial institution bond; inland marine; surety bond policies.|