Contact Information:

Anthony Schell, CFA

Founder / Managing Member

ValuLink, LLC

13155 Noel Rd, Suite 900

Dallas, Texas 75240 USA

+1 (214) 717-LINK [5465] Main

+1 (469) 569-0711 Mobile

Summary:

Mr. Anthony Schell is the Founder and a Managing Member for ValuLink, LLC. Within the valuation department, he handles senior manager responsibilities and has over twenty (20) years of experience. Mr. Schell renders valuation opinions for fairness opinions, solvency opinions, business transactions, intangible assets, minority interest equity, options and derivatives investments, complex debt instruments, FASB’s ASC 820, ASC 815, ASC 805, ASC 718, ASC 470 and ASC 350. In addition, he leverages his statistical analysis and software programming expertise to build complex valuation models for the aforementioned client requirements.

Mr. Schell is a Chartered Financial Analyst (CFA) Charterholder of The CFA Institute (CFAI).

During Mr. Schell’s tenure at ValuLink, L.L.C., Mr. Anthony Schell has been rendering valuation opinions, supporting litigious/legal disputes, implementing GAAP schedules, providing strategic analysis, and advising companies in mergers & acquisitions, equity/debt capital structure, and valuations in the technology, wireless, energy, software, medical devices, commercial real estate, services, and manufacturing industries.

Marquee clients have been: Creators of ‘Virtual’ Michael Jackson, Elvis Presley and Marilyn Monroe, representing three of the Top Five highest earning celebrity estates in the world; Pulse Co. – A Digital Production and IP Company, $40 Billion conglomerate Sammons Enterprises, $11.5 Billion Dean Food’s proprietary/licensed brands, #1 Outsourced Advisory Firm – Worldwide, Inc. Magazine’s Inc.500™ Fastest Growing Companies, #1 Oil and Gas Services – Market Segment; $8.5 Billion H.I.G. Capital, $2 Billion LLR Partners, $2 Billion Duchossois, and $500 Million Milestone Partners via their portfolio companies; and $275 Million Commonwealth. Within litigation, Mr. Schell’s has been the designated and/or consulting valuation expert at Federal and State levels, including one case with Walmart as a key customer in a breach of contract dispute. Some other small business clients include publicly traded UPG, Watson & Taylor, Assured Pharmacy, Principal Solar, Calpian, Oryon Technologies, MD Technologies, Mobili Martini, and client companies having had board members: Morton Meyerson, the former CEO of EDS, Garret Boone, founder of the Container Store, and Erle Nyle, former CEO of TXU, to name a few.

Previous Experience:

Mr. Schell is a former professional of Business Valuation Services (BVS), Inc. (currently, CBIZ Valuation Group; NYSE: CBIZ). During his tenure at BVS, Mr. Schell designed numerous financial forecast and statistical models and undertook detailed financial analysis for companies in consumer goods, home furnishings, semiconductor, advertising services, long distance telecommunications, and natural resource industries. Such clients were WorldCom and SigmaTel (currently, MCI and Freescale, respectively); to name a couple former public companies. Within these consulting engagements, the companies required either business valuations, valuation of intangible assets or economic damage assessments for fairness opinions, gift and estate tax, sub-chapter C to S conversions, business shutdowns, patent infringements, and/or corporate litigation. Mr. Schell also conducted leading research in FAS No. 141/142 implementation (currently, ASC No. 805 and ASC No. 350).

Prior to his valuation experience, he worked as a former strategic account manager and engineer for Intelect Network Communications, Inc., Raytheon, Inc., and Texas Instruments, Inc. where he filed a patent on a complex optical/electronic circuit solution.

Education:

    •   Master of Business Administration (MBA) from The University of Texas at Dallas – 2001
    •   Bachelor of Science(B.S.) in Electrical Engineering from Texas A&M University – 1996
 

Professional Speaking, Seminars & Presentations:

    •   “The Challenge of Valuing – The M&A Deal, Financial Reporting & Tax Crossroads”, Key Speaker at the Financial Executives International(FEI) Dallas Chapter, 2014
    •   “Minority/Non-Controlling investing as a successful investment strategy”, Panel Member & Valuation Expert Speaker at the Association of Corporate Growth(ACG-DFW), 2011
    •   “Stock Option Value – Demystifying GAAP share based payments”, Event Speaker at the Thomson Reuters – RIA, 2009
    •   “Exit Strategy Value – Valuation approaches and market trends”, Event Speaker at the Texas Association of CPAs (TACPA), 2010
    •   “Exit Strategy Value – Valuation approaches and market trends”, Event Speaker at 1st Tuesday Connections Northern Dallas Chamber of Commerce, 2010
    •   “XBRL–An Overview”, XBRL Seminar Joint Speaker with U.S. Securities & Exchange Commission(SEC), & XBRL-US CEO at The CFA Institute Dallas Chapter, 2010
    •   “XBRL – Promises of Disruptive Technology”, XBRL Seminar Speaker at
      o   Institute of Internal Audits (IIA), 2010
      o   Texas Society of CPAs (TSCPA), 2010
      o   CPE Summit™, 2010
      o   Institute of Management Accountants (IMA), 2010
      o   Author of an article on XBRL, published in a trade magazine for Reverse Logistics Association (RLA), 2010
    •   “XBRL – An Overview “, XBRL Seminar Speaker at The American Institute of CPAs (AICPA), 2010; “Financial Report Technologies – XBRL: What’s in it for Internal Auditors?”, Event Speaker at XBRL International conferences held at Canada, Netherlands & Munich, 2010
 

Professional Designations & Associations:

    •   Charter Financial Analysts (CFA) Designation (2004) from The CFA Institute
    •   Financial Executives International (FEI) Dallas
    •   Financial Executives International (FEI) Fort Worth
    •   Financial Executives International (FEI) Houston
    •   Association for Corporate Growth (ACG)
    •   American Society of Appraisers
    •   Dallas Bar Association
    •   Turnaround Management Association (TMA)
    •   North Dallas Chamber of Commerce
    •   Richardson Chamber of Commerce’s Metropolitan Technology Business Council
    •   The Southwest Venture Forum
    •   University of Texas at Dallas alumni associations
    •   Founder of Finance and Investment Club at University of Texas at Dallas
 

Representative Designated Expert Activities:

    •   Designated Valuation Expert Witness in a valuation scenario for a leading software company.
    •   Designated Valuation Expert Witness & a Consulting Valuation Expert(U.S. Bankruptcy Court, Northern District of Texas) in a valuation scenario for a tech company.
    •   Designated Valuation Expert Witness in a valuation scenario for an elite and first of its kind salon de soufflé and wine bar.
    •   Consulting Valuation Expert in a legal valuation of Wal-Mart as the end client in a breach of contract case.
    •   Consulting Valuation Expert in a valuation scenario for a Food & Beverage business.
    •   Consulting Valuation Expert in a valuation scenario for a nation-wide commercial real estate company.
    •   Consulting Valuation Expert in a valuation of partnership dissolution and supporting negotiations for a manufacturing company.