Warren Burkholder, ASA, MCBA, CBI

Valuation Consultant

 

Warren holds more designations than any other professional at FP Transitions but brings the unique experiences of management of operations, ownership of closely held businesses, long experience in brokerage of businesses, and business appraisal skills and knowledge to the team.

 

Warren has spent thirty years as a business broker and appraiser. He is a past Chair of the Board of Directors of the International Business Brokers Association, and a twice recipient of their Chairman’s Award for his contributions to their education programs. He serves as an expert witness in matters of business appraisal. He is the past Chair of the Qualification Review Committees of the Institute of Business Appraisers and is also a past Regional Governor of the IBA. Warren’s designations include Accredited Senior Appraiser (ASA) by the American Society of Appraisers; Master Certified Business Appraiser (MCBA); Accredited in Business Appraisal Review (ABAR) by the Institute of Business Appraisers; Master Analyst in Financial Forensics (MAFF); and Certified Valuation Analyst (CVA) by the National Association of Valuators and Analysts. He is pleased to apply his vast experience and expertise to the FP Transitions valuation methodology and to develop improved models to serve independent financial professionals.

 

Prior to venturing into brokerage and appraisals, Warren was successful in the U.S. confections market: He was President of Curtis Candy, which featured such market successes as Baby Ruth and Butterfinger; as well as President of Cadbury North America, where he oversaw the building of Cadbury's first U.S. chocolate factory in Pennsylvania. He holds a degree in chemical engineering from the University of California, Berkeley, and served as an Infantry Officer in the US Army.

Warren is an avid golfer and frequent traveler. While he has lived on both coasts and played the links from Pebble Beach to St. Andrews, his partnership with FP Transitions allows him easier access to his favorite course, the Bandon Dunes on the Oregon coast.