PATRICK K. SCHMIDT, ASA, MBA
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1 ATRICK K. SCHMIDT, ASA, MBA BUSINESS EXERIENCE resident Value Consulting Group (formerly Schmidt Financial, Inc.), Minneapolis, Minnesota November 2003 to resent. Re-established company at provided business valuation consulting and litigation support. Reports are prepared for estate planning, shareholder disputes, divorces, mergers and acquisitions, ESO s, S-Corporation election, damage calculations, litigation, fairness opinions, and management planning. Experience includes expert witness testimony and settlement negotiations, cash flow and income analyses, and nonmarital tracing. Specific industry expertise includes banking, heal care entities, auto dealerships, construction, distribution and technology companies. artner - Virchow Krause Valuation, LLCU (an affiliate of Virchow, Krause & Company, LL, now known as Baker Tilly), Minneapolis, Minnesota - November 1999 to November erformed business valuation and expert reports, including fairness opinions and damage calculations. rincipal Schmidt Financial, Inc., Minneapolis, Minnesota to Founded company at provided business valuation consulting and litigation support. Manager ULAWCO Financial, LLCU (an affiliate of Larson, Allen, Weishair & Co., LL), Minneapolis, Minnesota to repared valuation reports on a firm-wide basis for estate planning, divorce settlements, contemplated sale of business, buy/sell agreements and litigation support. erformed litigation support and expert testimony for various case types including divorce, shareholder disputes, and lost profits. Senior Consultant - McGladrey & ullen, LLU, Minneapolis, Minnesota to repared business valuation reports for a variety of businesses across multiple industries. rovided support for litigation cases, including expert testimony. Made business valuation presentations to various groups. Staff Appraiser Shenehon Company, Minneapolis, Minnesota to Assisted in e preparation of business valuation reports and specialty commercial real estate appraisals. ROFESSIONAL DESIGNATIONS AND AFFILIATIONS Accredited Senior Appraiser (ASA), American Society of Appraisers Adjunct Instructor of Finance, University of St. Thomas MBA rogram Member, Institute of Business Appraisers (IBA) ast resident, Twin Cities Chapter of e American Society of Appraisers 1
2 EDUCATION University of Minnesota, Carlson School of Business: Awarded Master of Business Administration degree wi a concentration in Finance, May Ripon College: Graduated Magna Cum Laude, wi a Bachelor of Arts degree in Business Administration, May ROFESSIONAL SEAKING Family Law Issues Affecting Businesses, The Ongoing Business Deskbook Seminar, sponsored by e Minnesota Continuing Legal Education, Minneapolis, Minnesota, January Valuation Issues in S-Corp ESOs, The S Corporation ESO Seminar, sponsored by e National Center for Employee Ownership, hiladelphia, ennsylvania, October How Does Executive Compensation Affect Valuation? The ESO Symposium: Ownership Solutions for Established ESOs, Denver, Colorado, September Finance 101: Understanding your Financial Statements, Six Annual Midwest ESO Conference, Chicago, Illinois, September Business Valuation and Division, Olmsted County Bar Association, Rochester, Minnesota, July What is a Valuation Review, Webinar, sponsored by e National Center for Employee Ownership, June anelist, Introduction to ESO Transactions Connecting e Dots, Employee Ownership Conference 2013, sponsored by e National Center for Employee Ownership, Seattle, Washington, April anelist, The Status of e M&A Market, The Turnaround Management Association, Minneapolis, Minnesota, February Determining Stock Value, Is an ESO Right for You?, sponsored by e National Center for Employee Ownership (NCEO), hoenix, Arizona, February Family Law Issues Affecting Businesses, Webcast, sponsored by e Minnesota Continuing Legal Education, Minneapolis, Minnesota, November 2012 and February Business Valuation for Divorce Special Issues, Twin Cities Chapter of e American Society of Appraisers, Chapter Meeting November, Family Law Issues Affecting Businesses, The Ongoing Business Deskbook Seminar, sponsored by e Minnesota Continuing Legal Education, Minneapolis, Minnesota, October
3 Annual Exploring Basic Valuation Drivers, 2012 ESO Midwest Conference, Des Moines, Iowa, September anelist, ESO Transactions Connecting e Dots, Employee Ownership Conference 2012, sponsored by e National Center for Employee Ownership, Minneapolis, MN, April rd 33 Annual Family Law Institute, St. aul, Minnesota, March Valuing e Small Business in Divorce, The nd 32 Annual Minnesota, March Family Law Institute, St. aul, anelist, The Current State of e M&A Market, The Turnaround Management Association, Minneapolis, Minnesota, February Division of Business Goodwill in Light of Baker v. Baker, The st 31 Annual Institute, St. aul, Minnesota, March Current Valuation Issues, St. Cloud Estate lanning Council, April Family Law Business Valuation Webinar, sponsored by Minnesota Continuing Legal Education (MNCLE), September anelist, Avoiding e Most Common Financial Mistakes at Family Lawyers Make, sponsored by Minnesota Continuing Legal Education (MNCLE), May The Issue of ersonal or Nonmarital Goodwill in Divorce: The Baker Case, The 29 Annual Family Law Institute, St. aul, Minnesota, March Faculty, Familyopoly II The Expert Edition, The American Academy of Matrimonial Lawyers: Minnesota Chapter, Brainerd, Minnesota, September Annual Family Law Institute, St. aul, Minnesota, March Annual Family Law Institute, St. aul, Minnesota, March Dividing Up e Goodwill: The Issue of ersonal or Nonmarital Goodwill in Divorce, The 26 Annual Family Law Institute, St. aul, Minnesota, March Auto Dealership Valuation Issues, Minnesota Auto Dealers Association s Controller Conference, West St. aul, Minnesota, November anelist, Marketing and Management of a Business Valuation ractice, 3 Business Valuation Conference, St. aul, Minnesota, October rd MNCA Faculty, Transforming Family Law - Designing Our Future, The American Academy of Matrimonial Lawyers: Minnesota Chapter, Onamia, Minnesota, September
4 Key Issues and Considerations in Business Valuations, Asset Valuation, sponsored by e Minnesota Institute for Legal Education, Minneapolis, Minnesota, April The Market Approach for Small Businesses, The Thirteen Annual Business Valuation Seminar, Minneapolis, Minnesota, January Valuation: Key Issues and Considerations During a Company s Lifecycle, The Collaborative Venture Finance Conference, Minneapolis, Minnesota, October Understanding Value Drivers, given to e Minneapolis chapter of e National Association of Woman Business Owners, Minneapolis, Minnesota, June Valuation Discounts & Family Entity lanning: Beyond e Basics, given to e Hennepin County Bar Association robate and Trust Committee, Minneapolis, Minnesota, October Development and Application of Discount and Capitalization Rates, The Ten Annual Business Valuation Seminar, Minneapolis, Minnesota, May Intangible Asset Valuation, Asset Valuation, sponsored by e Minnesota Institute for Legal Education, Minneapolis, Minnesota, November Alternative Views on e Financial Aspects of a Divorce Case, Divorce Camp X, sponsored by e American Academy of Matrimonial Lawyers Minnesota Chapter, Alexandria, Minnesota, November Recent Developments in Business Valuation, The Nin Annual Business Valuation Seminar, Minneapolis, Minnesota, May Business Valuation and M&A, given to e Sou Central Minnesota Chapter of e Institute of Management Accountants, Mankato, Minnesota, September Business Valuation Basics, Given to various law practices in e Twin Cities, Summer Minority Interest Valuation for Financial Institutions A Case Study, Financial Institutions Law, sponsored by e Minnesota Institute for Legal Education, Minneapolis, Minnesota, November Revisiting Revenue Ruling 59-60, The Seven Annual Business Valuation Seminar, sponsored by e Nor Central Chapter of e Institute of Business Appraisers, Minneapolis, Minnesota, May Business Valuation and Estate lanning, Estate lanning Strategies for Small Business Owners, sponsored by Federated Insurance, St. Cloud, Minnesota, Summer Business Valuations for ESO s, Strategies for Employee Stock Ownership lans, Minneapolis, Minnesota, October
5 TEACHING Finance Instructor, Finance for Non-Financial rofessionals, Global Training Educational Services at ExxonMobil, April 2012 to resent. Adjunct Instructor of Finance, University of St. Thomas MBA rogram, teaching Financial Management and Business Valuation, September 2002 to December Associate Instructor, Management Development rogram at Thomson Corporation, November 2005 to December UBLICATIONS Footnote, rotect Your Clients Gifts Know e Reporting Requirements for Gift Tax Valuations, published by e Minnesota Society of Certified ublic Accountants, October Co-Auor, The Business Lawyer s Deskbook The Ongoing Business, Chapter 13: Family Law Issues Affecting Businesses, published by e Minnesota State Bar Association Continuing Legal Education, August Minnesota Bankers Association News, Evaluating and Estimating Business Goodwill, January The Family Law Financial Deskbook, Chapter 8: Business Valuation and Division, published by e Minnesota State Bar Association Continuing Legal Education, May The Business Journal, "Focus on Cash Flow to Establish, Sustain Your Business Value," September 24, Valuation Concepts, "Revenue Ruling Still Reigns in Business Valuation," Spring Valuation Concepts, "Fair Market Value - What Does It Really Mean?" Winter Valuation Concepts, "Understanding Value Drivers," Summer Valuation Concepts, "The Basics of Business Valuation," Spring Business Valuation Review, "Fairness in Minority Interest Valuation," September
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