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Jeffrey Wright,
ASA, CFA
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Occupation |
Business Appraiser and Financial
Analyst
President, Centerpoint Advisors, Inc. |
Areas of
Specialization |
Valuation of business interests in
closely held corporations and partnerships, ESOP
shares, expert witness testimony on valuation matters,
assessing business performance. |
| Education |
ASA Advanced Business Valuation
Conferences: Seattle 2001, Philadelphia
2000, Boston 1999, Montreal 1998, San Francisco 1997,
Memphis 1996, Boston 1995, San Diego 1994, Houston 1992,
Phoenix 1991, Vancouver, B.C. 1990, Las Vegas 1987, Montreal
1986, San Francisco 1985
Graduate Studies – Business Finance, 1970-1975, Arizona
State University
Registered Representative – NYSE, 1970
Bachelor of Arts – Political Science, 1968, Arizona State
University |
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Designations |
ASA: Accredited Senior Appraiser,
American Society of Appraisers
CFA: Chartered Financial Analyst from CFA Institute |
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Experience |
1997-Present President:
Centerpoint Advisors, Inc.
1987-1997 Partner:
Brown-Wright & Associates
1982-1987 Vice
President of Investments: First Chicago Trust of Arizona
1980-1982 President:
J.P. Wright & Co. Business valuations
1976-1980 Chief
Investment Officer – Arizona State Treasurer’s Office
1970-1976 Vice
President of Investments: Great Western Bank of Arizona
1969-1970 Account
Executive: Shearson Hammill |
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Instruction |
Seminars on business valuation for
appraisal organizations and other professionals, speeches to
various legal, accounting and professional groups.
Instructor of Business Valuation courses for the American
Society of Appraisers. |
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Memberships |
American Society of Appraisers
CFA Institute
ESOP Association
National Center for Employee Ownership
Phoenix Society of Financial Analysts
Stock & Bond Club of Phoenix |
| Offices |
1994-2004 Member: Business
Valuation Standards Subcommittee, American Society of
Appraisers; Chairman, 2002 to 2004
1994-2003 Member: Board of Examiners, American
Society of Appraisers
1992-2000 Member and Officer: Business Valuation
Committee – American Society of Appraisers
1989-1991 Region 8 Governor – American Society of
Appraisers (AZ, UT, WY, SD, NE, CO, NM, TX)
1988-1989 President – Phoenix Metro Chapter –
American Society of Appraisers
1987-1990 Chairman – Phoenix Business Valuation
Roundtable
1982-1983 President – Phoenix Society of Financial
Analysts
1981-1982 President – Stock & Bond Club of Phoenix
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| Publications |
"Key Person Discount in Small
Firms: Evidence from the 1990s", with James
A. Larson, Ph.D., CFA.
"Business Valuation Review", September 2001
"Billboard Appraisal: The Valuation of Off-Premise
Advertising Signs" , with
Paul Wright, 2001, 250 pages, published with the American
Society of Appraisers
"Valuing a Start-up", M&A Valuation for CFOs,
Conference Presentation, Federated Press, Ontario, Canada,
January 2001.
“Key Person Discount in Small Firms: Fact or Fiction",
with James A. Larson, Ph.D., CFA. Business Valuation Review,
March 1996 and updated September 1998
“Equitable Distribution in Divorce Settlements in
Arizona: Valuation, Tax and Other Issues ", 1995,
National Business Institute.
“ESOPs in Arizona”, 1994, National Business Institute
"What is a Business Worth?" 1990, 135 pages, E.V.S.
Publications
“Considerations In Buying or Selling a Business under the
Tax Reform Act of 1986 ", 1987, National Business
Institute
“Considerations in Buying or Selling a Business in
Arizona", 1986, National Business Institute
Contributing author to Business Valuation Review. |
Business
Valuation
Experience |
Jeff Wright has appraised many types
of companies since 1977. They include manufacturers,
wholesalers, retailers, service businesses, professional
practices, high-tech companies, software licensing,
contractors, restaurants, schools, and many more. They range
in size of annual revenue from $80,000 to $130 million. He
has purchased, sold, negotiated sales and owns various
business interests in companies including: hat
manufacturing, window coatings, laundry and dry cleaning,
publishing, video compression technology, patio and garden
products, and his professional appraisal practice. |
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©
2005 Centerpoint Advisors, Inc.
Office: (480) 657-6220
Fax: (480) 657-6221
Email: info@CenterpointAdvisors.com
Web design:
Web-Writer,
Inc.
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