Business Valuation Experts

Summary Overview of Qualifications

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George Hawkins, ASA, CFA
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Managing Director
(704) 499-9009 (direct)
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Qualifications

George Hawkins, ASA, CFA, is an Accredited Senior Appraiser (ASA) in business valuation of the American Society of Appraisers, and is a Chartered Financial Analyst (CFA) charter holder.

Prior to founding Banister Financial, Hawkins served in corporate lending, risk management, and credit analysis positions with North Carolina National Bank (now Bank of America) and First Citizens Bank. Hawkins obtained a B.A. in Economics from the University of North Carolina at Chapel Hill and a MBA from Wake Forest University.

Hawkins is co-author (with Michael Paschall of Banister Financial) of Business Valuation Guide, a book in its nineteenth edition, published by Wolters Kluwer (formerly CCH). He was also previously co-editor of Business Valuation Alert, a business valuation journal published by Wolters Kluwer. Hawkins has authored numerous articles in leading business valuation and professional journals on business valuation topics.

Hawkins has qualified as a business valuation expert in U.S. Tax Court, U.S. District Court, U.S. Bankruptcy Court, various state courts, the North Carolina Business Court, and in arbitration hearings for estates/gifts, divorce, dissenting shareholder litigation, business damages, and bankruptcy. Hawkins has been appointed more than 70 times by courts as an independent business appraiser in disputes and divorces and is routinely engaged jointly by opposing parties to resolve business valuation disputes.

Hawkins has appeared on behalf of taxpayers before the IRS on business valuation issues and has been retained by the United States Justice Department to value business interests in estate tax matters. He has also served as an advisor to a Federal Magistrate judge on business valuation issues.

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Hawkins is one of an elite group of 28 Charter Members (the only one in the Carolinas) of the Forensic and Business Valuation Services Chapter of the AAML (American Academy of Matrimonial Lawyers) Foundation. The AAML is the nation’s premier organization for the best divorce lawyers in America. Charter Members were selected based on their national reputation and achievements in business valuation, litigation support and forensic accounting, their history of serving AAML members and their clients in complex financial matters during divorce, and their commitment to integrity.

Hawkins has spoken frequently on business valuation, including to the Business Valuation Conferences of the American Society of Appraisers (ASA) and the American Institute of Certified Public Accountants (AICPA), the Judicial Section of the American Bar Association, and the American Bar Association-American Law Institute, among many others. Hawkins has also served as a panelist and a moderator in teleconferences and webinars for business appraisers.

Hawkins has served as an elected member of the Business Valuation Committee of the American Society of Appraisers (ASA), ASA's business valuation governing body. He also served as the head of the Business Valuation section of the International Board of Examiners of the ASA, which reviews business valuation reports for competency by candidates seeking accreditation. Hawkins previously served as an Advisor and an Examiner to the Board, and was named Examiner of the Year.

Michael Paschall, ASA, CFA, JD
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Managing Director
(704) 334-1625 (direct)
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Qualifications

Michael Paschall, ASA, CFA, JD, is an Accredited Senior Appraiser (ASA) in business valuation of the American Society of Appraisers, and is a Chartered Financial Analyst (CFA) charter holder.

Prior to joining Banister Financial, Paschall held positions in credit analysis and trust investments for First Union National bank (now Wells Fargo Bank), where he valued a wide variety of privately held companies and partnerships. Paschall obtained a B.A. in English and Economics from the University of North Carolina at Chapel Hill and a J.D. from Wake Forest University Law School.

Paschall is co-author (with George Hawkins of Banister Financial) of Business Valuation Guide, a book in its nineteenth edition, published by Wolters Kluwer (formerly CCH). Paschall was also previously co-editor of Business Valuation Alert, a business valuation journal published by Wolters Kluwer. Paschall has also authored articles on business valuation topics for leading professional publications.

A frequent speaker, Paschall has served as a guest lecturer at Wake Forest University School of Law and has spoken at the Business Valuation Conference of the American Institute of Certified Public Accountants (AICPA), the Business Valuation Conference of the American Society of Appraisers (ASA) and the National Trust Closely Held Business Association.

Paschall has also spoken to numerous local, regional and statewide sections of various Bar Associations in the Southeast. Paschall has also served as a panelist in various national teleconferences on valuation for business appraisers.

Paschall has qualified as an expert witness in business valuation in various state courts and arbitration matters and has been appointed as an independent appraiser by the courts. Paschall has been retained by the United States Justice Department to provide consulting expertise on business valuation issues in the healthcare industry.

Paschall is the Chair of the Ethics Committee of the American Society of Appraisers and previously served as an Advisor to the Society's International Board of Examiners (Business Valuation Section). This Board approves candidates for accreditation by reviewing submitted business valuation reports for technical competency. Prior to his role as an Advisor, Paschall served as an Examiner for the Board of Examiners.

Gary Gerlach, ASA, CFA, CPA
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Senior Vice President
(704) 334-1626 (direct)
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Qualifications

Gary Gerlach, ASA, CFA, CPA, is an Accredited Senior Appraiser (ASA) in business valuation of the American Society of Appraisers, and is a Chartered Financial Analyst (CFA) charter holder. Gerlach is a Certified Public Accountant (CPA), a member of the American Institute of Certified Public Accountants (AICPA), and is also a Certified Fraud Examiner (CFE).

Prior to joining Banister Financial, Gerlach had extensive experience in business valuation, public accounting and investigating white collar financial crimes with the Federal Bureau of Investigation in Washington, DC. Gerlach also served as a U.S. Army Ranger. Gerlach received a B.A. in political science from Bates College and a MBA from the University of North Carolina at Chapel Hill.

Gerlach has published articles on important business valuation issues . Besides having valued a wide variety of businesses in a large number of industry sectors, Gerlach possesses leading skills in the areas of family limited partnership and LLC valuations.

Gerlach has served as the Chairman of the Western North Carolina Branch of the American Society of Appraisers. Gerlach also previously served as an Advisor to the International Board of Examiners of the American Society of Appraisers. This Board approves candidates for accreditation by reviewing submitted business valuation reports for technical competency. Prior to his role as an Advisor, Gerlach served as an Examiner for the Board of Examiners.

Gerlach is qualified as an expert witness in business valuation in state courts.

Banister Financial, Inc

1338 Harding Place, Suite 200
Charlotte, North Carolina 28204
Phone: (704) 334-4932

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