J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, MAFF, CFD, ABAR, CVGA, MBV, ICVS-A

Since 1985, Richard Claywell has provided business valuation-related services to assist business owners, and litigation support / forensic accounting services to attorneys. Case examples include economic damages, fraud & embezzlement / white-collar crime, shareholder disputes, rebuttal reports, business interruption, divorce – personal or business, and wrongful termination.

Services

Mr. Claywell offers the following:

Business valuation related services to assist business owners
Litigation support / forensic accounting services

Areas of Expertise

Additional Expertise:

Succession & Shareholder Planning, Construction Damages, Finance, Financial Planning, Franchise Valuation, Insurance Agency, Insurance Fraud, Medical Valuation, Personal Property Valuation, Public Opinion & Survey Research, Restaurant Valuation, Scheduling Delay & Analysis, Stocks & Bonds, Utilities Appraisal.

Areas Served

All States and International

Licenses

Master's in Business Valuation - 2021
International Certified Valuation Specialist with Advanced Studies in Financial Instruments - 2021
Certified Value Growth Advisor - 2016
Accredited Business Appraisal Review – 2010
Accredited Senior Appraiser – 2010
Certified Business Appraiser – 2010
International Certified Valuation Specialist – 2009
Master Financial Forensic Analyst – 2007
Accredited in Business Valuations – 2006
Certified in Fraud Deterrence – 2004
Certified Valuation Analyst – 1994
Certified Public Accountant – State of Texas – 1983
BS University of Houston – 1979

Legal Experience & Services

Experience working with attorneys in a variety of cases in Texas, Oklahoma, New Mexico, Arizona, California, Nevada, Illinois, Montana, and Missouri. Richard has testified in Texas County Courts, Texas State Court, Bankruptcy Court and Federal District Court.

Affiliations

Braywell Group, International Business Valuation Group
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Houston Chapter of Certified Public Accountants
Institute of Business Appraisers
National Association of Certified Valuation Analysts
Certified Valuation Analysts Texas Chapter
American Society of Appraisers
International Association of Consultants Valuators and Analysts, Director of Education, Board of Directors

Qualifications

Master's in Business Valuation-2021
International Certified Valuation Specialist with Advanced Studies in Financial Instruments-2021
Certified Value Growth Advisor – 2016
Accredited in Business Appraisal Review – 2010
Accredited Senior Appraiser – 2010
Certified Business Appraiser – 2010
International Certified Valuation Specialist – 2009
Master Financial Forensic Analyst – 2007
Accredited in Business Valuations – 2006
Certified in Fraud Deterrence – 2004
Certified Valuation Analyst – 1994
Certified Public Accountant – State of Texas – 1983
BS University of Houston – 1979

Seminars & Training

American Institute of Certified Public Accountants
Instructor for the Certificate of Educational Achievement in Business Valuations
National Association of Certified Valuation Analysts
Numerous courses throughout the U.S. since 1994
Center for Professional Education
Eight hour continuing education on Valuation of Closely Held Companies and Partnerships
University of Houston School of Law
Guest Lecturer on Business Valuations
University of Houston Clear Lake
Family Law for Non Attorneys, Business Valuations Physicians MBA Program, Valuing Medical Practices
International Teaching
Read more
National Business Institute
Tax Aspects of Divorce in Texas (Valuation of Closely Held Business Asset)
College of the Mainland
Office Accounting, Accounting Principles, Managerial Finance, Business Mathematics, Beginning Lotus 1-2-3, Advanced Lotus 1-2-3, Quarterly Payroll Tax Reporting, How to Value the Business You are Buying or Selling
San Jacinto Junior College
Office Accounting, Accounting Principles,
Beginning Lotus 1-2-3

Publications

Articles Published (Partial List)
“What and When to Discount in Estate and Gift Tax Valuations,” The Texas Law Reporter, March 1996, and numerous other articles, 2002-2004
“The Family Limited Partnership: A Tax-Savings Strategy,” Business Today, October 1995
“Determining the Quality of Earnings,” Business Today, August 1995
“Planning a Successful Succession,” Business Today, June 1995
“Ground Rules Unique for Deprivation Appraisals,” Business Today, March 1995
“Viewpoint on Value,” Business Today, January 1995
“Quantifying Financial Risk in Capitalization Rates,” The Valuation Examiner, 2nd Quarter 1994
See more publications and presentations
Books Published
Contributing author to the National Association of Certified Valuation Analysts
Fundamentals Theory Techniques training materials, 2003
Capitalization and Discount Rates: The Value of Risk, an Advanced Course, Co-Author with William H. Hanlin, published by the National Association of Certified Valuation Analysts, 2001
Business Valuation Strategies, Co-Author with Practice Development Institute, Chicago, IL, 1999
Software Developed
Responsible for all National Association of Certified Valuation Analysts software development, 2002.
Designed Business Valuation Manager Pro, marketed through the National Association of Certified Valuation Analysts and Wiley ValuSource.
Designed Business Valuation Quality Control Editor, marketed through the National Association of Certified Valuation Analysts.