Warren S. Burkholder, Jr., CBI, CBA, ASA

Warren Burkholder

Curriculum Vitae

An Acknowledged Expert
Warren Burkholder is 1 out of only 4 individuals in the USA that hold all three professional business appraiser designations: ASA, CBA, and CBI.

With Proven Results
What you'll see below is that Warren Burkholder has achieved a wealth of solid knowledge and proven experience both in the world of business and in the field of business valuations that's truly exceptional.

Professional Designations

  • CBI, Certified Business Intermediary, International Business Brokers Association
  • CBA, Certified Business Appraiser, Institute of Business Appraisers
  • ASA, Accredited Senior Appraiser, The American Society of Appraisers
  • Real Estate Broker, Commonwealth of Massachusetts, Division of Professional Licensure, Broker License #133753

Work Experience:

  • New England Venture Resource Group and Merrimack Business Appraisers, since 1986. President of business consulting practice which provides a wide range of services to small business owners, accountants, and lawyers. As an appraiser has valued 497 small and midsize businesses; as a broker has been the agent in over 100 business transfers; organized first New England data base of actual sales transactions; as a consultant has organized 4 startup companies, all of which have been successful.
  • Andover Chocolate Corporation. President and majority owner of confectionery manufacturing business; organized an LBO for selected assets of American Safety Razor. Operations included franchise network of 50 stores, manufacturing, and national distribution of Bartonâs Chocolates. Acquired specialty confectionery company with synergistic line; relocated production operations, introduced new premium box chocolate line that became #2 market share behind Godiva within 1 year.
  • American Safety Razor Corp. President of Bartons Inc.; managed confectionery operations and participated in acquisition and consolidation of several small chocolate confectionery companies into a single operating entity in Boston, Massachusetts. Took a public company private. Relocated 400- employee operation from New York to Boston.
  • Standard Brands Inc. President, Curtiss Candy Division, (1200 employees). Directed division through a major growth period during which both profits were increased from $4M to $18M per year and cash flows were increased to levels which were 3 times industry benchmarks. Introduced new national confectionery product, and consolidated operations, while making an acquisition of a new factory.
  • Cadbury Schweppes LTD. President of Cadbury North America; consolidated manufacturing operations of 3 factories and led the acquisition of Peter Paul Candy Corp. a publicly traded company with 7 plants, 1500 employees and $180,000,000 in annual sales. As General Manager of Cadbury Division of Canada was responsible for major turnaround of business. As Vice President Manufacturing, built and started up Cadburyâs first USA chocolate factory.
  • PVO International. Plant Manager of two different vegetable oil processing plants. Largest plant had 600 employees and 500 different products. Led plants through major reorganizations which led to turn around for the corporation.
  • Procter and Gamble Manufacturing Company. Project Engineer, Staff Chemical Engineer, and Production Manager of Detergent Making, direct management responsibilities for operations, personnel and construction of synthetic detergent making, vegetable oil processing, and specialty chemical processing in Sacramento and Long Beach, California plants.
  • US Army 1st Lt. Infantry Platoon Leader, Company Executive Officer, Company Commander, Staff Intelligence Officer. Served in Korea, Alaska, and Washington.

Awards, Committees, and Presentations:

  • Institute of Business Appraisers, Best Demonstration Report of the year 2003.
  • Presenter, of ãAlarm Bells for Hidden Income,ä IBA Business Valuation Conference, 2003 and IBBA Conference 2004.
  • Instructor International Business Brokers Association, for business valuation courses 120, 130, 210, 220, and 221. Since 2003 have taught 28 classes for a total of 288 class hours.
  • International Business Brokers Association, Lead Subject Matter Expert for business valuation courses, 210, 220, and 221. Position is responsible for maintenance of course content across all instructors.
  • Instructor Institute of Business Appraisers, business valuation courses #1039, and 1040. Total 24 class hours.
  • New England Business Brokers Association, (Director and Past President) Chair Education Committee.
  • International Business Brokers Association, Chairmanâs Award 2004, for contributions to education program.
  • Institute of Business Appraisers Qualification Review Committee, CBA Demonstration Report Reviewer.
  • Institute of Business Appraisers, Northeastern Regional Governor.

Expert Witness Qualifications:

  • Family Court, Rockingham County, New Hampshire, 1998, 2001.
  • United States Bankruptcy Court, Boston, 1995.

Education:

  • University of California, Berkeley, California, BS, Chemical Engineering, Honor Graduate Army ROTC.

Business Valuation Education:

  • IBA Business Valuation Symposium, 2007, 22 Hours, Institute of Business Appraisers, Denver, CO.
  • IBA Business Valuation Symposium, 2006, 24 Hours, Institute of Business Appraisers, St. Louis, MO.
  • Master Class in Expert Testimony, 2006, 56 Hours, Institute of Business Appraisers, Phoenix, AZ, Steven Schroeder.
  • Advanced Business Valuation Conference, 2005, 21 Hours, American Society of Appraisers, Las Vegas, NV.
  • Business Valuation Caucus, Oct. 2005, 7 Hours, Institute of Business Appraisers, Nashua, NH.
  • Litigation Support Course 1019, 2005, 16 Hours, Institute of Business Appraisers, Nashua, NH, Michele Miles.
  • IBA Business Valuation Conference, 2005, 16 Hours, Institute of Business Appraisers, Orlando, FL.
  • Business Valuation Caucus, Oct. 2004, 7 Hours, Institute of Business Appraisers, Boston, MA.
  • Advanced Business Valuation Conference, 2004, 16 Hours, American Society of Appraisers, San Antonio, TX.
  • Train the Trainer, 2004, 24 Hours, International Business Brokers Association, Dallas, TX, Wayne Coleman.
  • IBA Business Valuation Conference, 2004, 17.5 Hours, Institute of Business Appraisers, Las Vegas, NV.
  • Financing the Acquisition, 2004, 8 Hours, IBBA Course 307, Philadelphia, PA, Henry James.
  • National Uniform Standards of Professional Appraisal Practice, USPAP, 2004, 7 Hours, American Society of Appraisers, Sturbridge, MA, Roger Durkin.
  • Advanced Business Valuation Conference, 2003, 22 Hours, American Society of Appraisers, Chicago, IL.
  • IBA Business Valuation Conference, 2003, 24.5 Hours, Institute of Business Appraisers, Orlando, FL.
  • Appraisers as Expert Witnesses ALL303, 7 Hours, American Society of Appraisers, Sturbridge, MA, Roger Durkin.
  • Advanced Business Valuation Conference, 2002, 18 Hours, American Society of Appraisers, Orlando, FL.
  • The Appraiser and Litigation Support, 2002, 4 Hours, American Society of Appraisers, Nashua, NH, Michele Miles.
  • Business Valuation Selected Advanced Topics BV204, 2002, 30 Hours, American Society of Appraisers, Vienna, VA, Shannon Pratt, Roger Grabowski, Claire Donias.
  • Business Valuation Case Study BV203, 2002, 30 Hours, American Society of Appraisers, Lisle, IL, Gary Trugman, Terry Allen.
  • The Condition of our National, Regional, and State Economies, 2002, 4 Hours, American Society of Appraisers Boston Chapter, Sturbridge, MA, Dr. Edward J. Deak.
  • Tax Boot Camp for the M&A Professional, 2002, 8 Hours, International Business Brokers Association, New Orleans, LA, Darrell Arne.
  • Tax Issues of General Business Brokerage, 2002, 8 Hours, International Business Brokers Association, New Orleans, LA.
  • Basic Valuation Methods, 2002, 8 Hours, International Business Brokers Association, New Orleans, LA, Jeff Jones.
  • Introduction to Business Valuation BV202, 2002, 30 Hours, American Society of Appraisers, Lisle, IL, Susan Gillette.
  • IBA Business Valuation Conference, 2002, 28 Hours, Institute of Business Appraisers, Washington, DC.
  • Introduction to Business Valuation BV201, 2002, 30 Hours, American Society of Appraisers, Lisle, IL, Gary Trugman and Robert Schlegel.
  • Introduction to Business Valuation, 2001, 8 Hours, International Business Brokers Association, Auburn, MA, Jeff Jones.
  • Report Writing and Analysis, 2001, 16 Hours, Institute of Business Appraisers, Atlanta, GA, Chris Mellen.
  • Advanced Business Valuation Conference, 2001, 16 Hours, American Society of Appraisers, Seattle, WA.
  • Analyzing and Recasting Financial Statements, 2000, 15 Hours, International Business Brokers Association, Auburn, MA, Paul Boudo.
  • National Uniform Standards of Professional Appraisal Practice (USPAP) 1999, 15 Hours, American Society of Appraisers, Boston, MA.
  • Basic Business Appraisal, a self study course, 1996, Institute of Business Appraisers.
  • Using Transaction Data to Value Closely Held Businesses, 1995, 8 Hours, Institute of Business Appraisers, Boston, MA, David Bishop.
  • How to Value Mid-Size and Smaller Businesses, 1995, 8 Hours, Institute of Business Appraisers, Boston, MA, David Bishop.
  • Certified Business Opportunity Appraiser training and examination, 1990, 21 Hours, American Business Consultants, Auburn, MA, Wilfred F. Tetreault.
  • Mergers, Acquisitions, and Business Evaluation, VR Business Brokers, 1988, 30 Hours, San Antonio, TX.