PETE VOLLERS earned a Masters in Business Administration in Finance from Columbia University in New York City in 1978. He also earned a Bachelor of Science degree in Marketing from Northern Illinois University in DeKalb, Illinois in 1972. Prior to founding Pilot Valuation, LLC, Mr. Vollers had been Manager of Business Advisory Services at DRDA, PLLC since 2004. He is a Certified Valuation Analyst (“CVA”) with the National Association of Certified Valuators and Analysts (“NACVA”) since September 2005 (Certificate #0990966). Mr. Vollers has over 30 years of broad experience in valuations, due diligence, new ventures, licensing, financial analysis, financial model building, business management, business planning and consulting. He is also experienced in Chapter 11 reorganizations and turnarounds. He has given expert witness testimony at US House of Representatives hearings. He has also been a guest speaker on valuation issues at National Science Foundation SBIR conferences, Licensing Executives Society, and American Management Association.
PHIL PALMA received his CVA (Certified Valuation Analyst) certification from NACVA in December 2016. Phil’s experience of over twenty years includes working as a Certified Public Accountant in both the public and private sectors. He has held positions as an audit supervisor with Deloitte & Touche, as an audit principal at a regional CPA firm based in the New York and as a principal stockholder in Grant, Palma & Walker – a local Texas CPA firm. His experience includes work in SEC financial reporting for large oil & gas service companies and auditing and consulting to small and medium sized companies in Oil & Gas, Healthcare, Construction, Distribution, Real Estate and Construction industries. He has significant experience in acquisitions and mergers which includes working on IPO’s, reverse mergers, and private placements with U.S, investment bankers. He has experience in Sarbanes Oxley engagements, forensic accounting, international accounting, fraud assessment and internal controls consulting. He is also a Certified Fraud Examiner, Certified Internal Auditor, and a Certified Financial Planner.
DR. KENNETH E. LEHRER holds four (4) degrees from New York University: Bachelor of Science (Finance), Master of Business Administration (Banking), Master of Arts (Economics) and a Doctorate in Urban Economics. After a career on the corporate staff of Bankers Trust Company (New York), Dr. Lehrer became a Manager for the Greek Shipper, Costas Lemos [dec’d], where he assisted on projects in New York, Houston, Denver, Guam and in Europe. Mr Lehrer is experienced in many areas of – Economics, Finance, Economic Damage Analysis, Banking, ESOPs, Business Valuations, Fairness and Advisory Opinions, Intellectual Property Valuations, and Real Estate. He provides litigation support (having been qualified in both State and Federal Courts) in the areas of – economics, real estate, banking, corporate and IP valuations, class actions and finance. Dr. Lehrer is a Texas State Certified General Real Estate Appraiser (License TX-1337797-G) and is recognized by the National Association of Real Estate Appraisers. Dr. Lehrer is registered with the Securities and Exchange Commission as an Investment Advisor under the Investment Advisors Act of 1940 and has held the Full Registration / General Securities (Series 7) and Texas Securities (Series 63) Licenses.