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 Expert  728597

Expert in Appraisal of Promissory Notes, Mortgage Notes, Cash-Flow Assets-Consultation-Marketing of Notes

Available for your Consulting and Expert Witness Needs

Colorado (CO)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

Expert has a degree from the University of Denver College of Law and is a Colorado licensed real estate broker. He has been actively engaged in the buying, selling, valuing, appraising, and brokering of all types of promissory notes for over 35 years. His expertise is used primarily by estate and inheritance attorneys, CPA's, financial advisors and financial planners, business law attorneys, and divorce attorneys. Determining the fair market value of a promissory note is partially an art and partially a science.

The core of what he does for a living, and what services he can provide as an expert consultant, is to analyze and value various cash flowing instruments. Promissory notes/mortgage notes are only one type of cash flowing instrument. There are many, many types of cash-flow instruments, business-related categories of which include:

Accounts receivable; Aircraft leases; Asset-based lending; Automobile portfolios; Bankruptcy receivables; Business notes; Commercial leases; Commercial real estate financing; Construction receivables; Corporate charitable contributions; Credit card receivables; Delinquent commercial debt; Delinquent consumer debt; Equipment leasing; Farm production flexibility contracts; Hard money loans; International receivables; Letters of credit; Medical receivables; Merchant cash advances; Partnership Interests; Purchase orders; Retail installments; Royalty payments; Sales Revenue; Timeshare and vacation club; Vendor paper; and Venture Capital.

Individual related categories include:

Annuities; Funeral purchase assignments; Health and country club memberships; Inheritances and trust advances; Life/Viatical settlements; Lottery winnings; Military retirement; Prizes and awards/casino winnings; Sports contracts; Structured settlements/Class action awards; and Tax lien certificates.


loan valuation


negotiable promissory note


demand promissory note


income capitalization approach


investment value


liquidation value




loan underwriting


promissory note

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Denver, Colorado;  Colorado Springs, Colorado;  Aurora, Colorado;  Fort Collins, Colorado;  Arvada, Colorado;  Pueblo, Colorado;  Westminster, Colorado;  Boulder, Colorado;  Greeley, Colorado;  and Longmont, Colorado.

Year   Degree   Subject   Institution  
1956   BS Law   Commercial Law   University of Denver College of Law  
1961   Colorado Real Estate Broker     State of Colorado  
1984   Certified Commercial Investment member   Comercial Real Estate   National Association of Real Estate Brokers  

Work History:
Years   Employer   Title   Responsibilities

1961 to






He has been actively engaged in the real estate and promissory note business as an appraiser of notes and mortgages nationally, He has bought, sold, brokered, originated, and serviced promissory notes and mortgages for over 35 years. Expert Witness & Expert Consulting services offered nationally.

Career Accomplishments:

Appraisers Association of America (affiliate); Mile High Exchangers; American Bar Association, National Association of Certified Valuation Analysts


Managing Colorado Real Estate Broker

Publications and Patents Summary

One book published and numerous internet articles.

Selected Publications and Publishers  
 - Books to Believe In  

Consulting Services:
Selected Consulting Examples:
  • Estate Attorney requested valuation of a Promissory Note for use in IRS Form 706. Pomissory Note was secured by water rights--$2.0 million face value note.
  • Bank Trust Department requested valuation of two Promissory Notes secured by residential real estate in Aspen, CO--a $2.7 million note and $200,000 note.
  • CPA requested valuation of a Promissory Note owed by a closely held family import-expert business for estate purposes--$967,000 note.
  • Bankruptcy Attorney requesting valuation of a Promissory Note owned by children to parents relating to a closely held family plumbing business--$275,000 note.
  • Attorney requested valuation of an unsecured Promissory Note originated within a Partnership.Surviving partner owed to the deceased partner's estate. Valuation needed to determine its fair market value-$395,000 note.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Colorado Courts: Expert Witness, Expert Consultant, Deposed several times as an expert.
Recent Litigation Client Requests:
  • Loan valuation expert for consulting on valuation of notes with impaired security case.
  • Expert for consulting on Valuation of Commercial Copier Equipment.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

35 years+ of actual personal experience: buying, selling, brokering valuing, appraising and structuring promissory notes

Other Skills and Services

Capable speaker and capable writter.


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