Executive Team Principal
GUSTAVO A. PEREZ, ASA
Berenfeld, Spritzer, Shechter & Sheer
2525 Ponce de Leon Boulevard, 5th Floor
Coral Gables, FL 33134
305-274-4600 Direct Phone
305-274-4601 Fax
gperez@berenfeldllp.com
EDUCATION
University of North Carolina at Charlotte
M.B.A.
Universidad Metropolitana
Caracas, Venezuela
B.A., Finance
CREDENTIALS
Accredited Senior Appraiser (ASA)
NASD Series 7 and 63 (Currently inactive)
AFFILIATIONS
American Society of Appraisers (ASA), Accredited Member
ASA Greater Miami Chapter, Treasurer
SUMMARY OF EXPERIENCE
Gustavo Perez is a Principal in the Litigation Support and Business Valuation practice. With over six years of experience in business valuations and commercial damages, Gustavo has gathered substantial experience working on a range of assignments related to valuation of closely held businesses in various industries.
Gustavo maintains a specialty in Financial Accounting Standards Board Statement No. 133, Accounting for Derivative Instruments and Hedging Activities, No. 123R, Accounting for Stock-Based Compensation and No. 141 and 142, Business Combination and Goodwill and Other Intangible Assets. This specialized knowledge enables Gustavo to assist clients in a variety of complex valuations, including but not limited to:
- Valuation analysis of privately held companies and intangible assets for purposes of financial reporting compliance; merger and acquisition; estate and gift tax; divorce proceedings; shareholder disputes; and other legal, regulatory and tax-related matters.
- Valuing complex stock options and embedded derivatives using Black Scholes Merton and binomial lattice models for compliance with FAS 133, FAS 123(R) and SEC requirements.
- In-depth financial analysis in large, complex litigation matters, fraud investigations and business valuations.
Mr. Perez possesses the ability to communicate complex valuation and litigation issues in both English and Spanish. He has managed litigation cases involving Spanish records produced by South and Central American companies.
Gustavo currently serves as the Treasurer of the American Society of Appeasers (ASA) Miami Chapter, and was Chapter Secretary from July 2006 through June 2008.