Fulcrum staff and professional affiliates are at the top of their field.  Select from the choices below to see those with the expertise you need.

Renee Howdeshell

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Ms. Howdeshell is a CPA and Certified Fraud Examiner (CFE) who has performed numerous forensic accountings and damages analyses. She specializes in financial analysis, investigation and valuation involving disputes and has testified as an expert witness in federal court, CA state court and arbitration regarding the results of her work. She was recently honored by the National Association of Certified Valuators and Analysts as among the “40 Under Forty” who have made extraordinary advances in their field.

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Nicole A. Liska

Ms. Liska specializes in applied economic and statistical modeling. She has experience with a diversity of cases including: personal injury & wrongful death, labor & employment, class action, statistical sampling, intellectual property, breach of contract, antitrust cases involving price discrimination, monopolization and price fixing, and accounting malpractice and securities cases involving company, asset and security valuation.  She has provided economic and financial analyses on these matters by combining sophisticated economic and statistical techniques.   Ms. Liska has provided testimony in Federal Court and in depositions.

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Marc Margulis

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Mr. Margulis is a recognized expert in the analysis and valuation of businesses, securities, intellectual property and other intangible assets for transactional, tax, regulatory and litigation purposes. He has significant experience in solvency and fraudulent conveyance issues for both transactional and bankruptcy purposes. Mr. Margulis is a CFA and ASA, and has an MBA.

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John Samore

Mr. Samore was a senior tax partner for one of the large international accounting firms, having served with that organization for over 30 years. Mr. Samore now serves on the Board of Directors, and the Audit and Compensation Committees, of a publicly traded company, as well as performing consulting assignments involving tax planning for reorganizations, mergers, and other substantial corporate transactions.

Claire Donias

Mr. Donias is nationally recognized for his business valuation expertise with over 35 years experience. He was formerly the President of the American Society of Appraisers (ASA) and has participated in numerous standard-setting bodies in the field of business valuation during his career.

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Michael Carey

Mr. Carey has over 25 years of hands-on financial analysis, auditing and consulting experience, primarily with one of the large international accounting/consulting firms. Mr. Carey has significant experience in mergers and acquisitions due diligence, securitized financial transactions, and loan portfolio analysis. His has a Masters degree in mathematics.

Squire Junger

Mr. Junger has over 30 years experience, primarily with one of the large international accounting/consulting firms. Mr. Junger has considerable experience assessing acquisition candidates and loan transactions, as well as the change management and integration opportunities associated with such transactions. He has an MBA with Honors from Cornell University.

Joe Keller

Mr. Keller is currently teaching Consolidations, Advanced Corporate Taxation, Current Development in Federal Taxation, and Income Tax of Corporate Shareholders at USC. Prior to his early retirement, Mr. Keller led the Southern California tax practice of one of the international accounting firms.

Lloyd Levitin

  • Education: J.D., M.B.A., Wharton Business School; C.P.A.
  • Expertise: Management, corporate governance, corporate finance

Mr. Levitin is the former Executive Vice President, Treasurer and Chief Financial Officer of Sempra Energy and its primary regulated subsidiary, Southern California Gas Company. His significant practical experience is useful in a variety of management and corporate governance matters. Mr. Levitin currently teaches valuation and financial analysis at the University of Southern California. In addition, he has spoken for numerous professional and trade organizations.

John J. Donohue III

  • Education: J.D. Harvard Law School Ph.D. Economics, Yale University;
  • Expertise: Corporate finance, employment discrimination, contracts, law & economics

Dr. Donohue, a Professor of Law at Yale Law School, has consulted and testified in a broad range of areas from antitrust and contract matters to civil rights violations and tort issues. Prior to Yale, he was a professor of law at Stanford Law School from 1995 -2004, where he was a William H. Neukom Professor of Law and a John A. Wilson Distinguished Faculty Scholar. He is the author of numerous articles and papers in a variety of topics including corporate finance, employment discrimination, and law and economics, as well as the author of the most recent book, Foundations of Employment Discrimination Law. In addition, he has presented his research at conferences around the world. Dr. Donohue is on the editorial board of many established law and economic journals including Journal of Empirical Legal Studies, International Review of Law and Economics, Law and Social Inquiry, and American Law and Economic Review.

Bill Sharp

Mr. Sharp is a senior executive with operational and financial management experience. He successfully performed corporate turnarounds, loan workouts, bankruptcy reorganizations, and implementation of systems and procedures. He held positions as full-time or interim President, General Manager, Chief Financial Officer, and Vice President of Finance.

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Terry Kupfer

Mr. Kupfer is an expert in accounting principles and auditing standards. Prior to his retirement from an international accounting and consulting firm, Mr. Kupfer was responsible for advising on technical accounting matters and the overall quality of the audit practice. Mr. Kupfer also served on the committee responsible for assessing litigation exposure at the firm. Mr. Kupfer’s background makes him uniquely qualified to address accounting and auditing malpractice issues.

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Victor C. Tabbush

  • Education: Ph.D. Economics, UCLA
  • Expertise: Antitrust, health economics, employment, wrongful death

Dr. Tabbush has expertise in health economics and, more broadly, in investments in human capital and in labor economics. He has considerable practical (and testimonial) experience both in the areas of health care economics and management, being the co-founder of the UCLA Health Services Management Center and the director of several executive education programs for health care providers, as well as in the area of compensation and labor economics, having served as the Chairman of the Official Salaries Authority of the City of Los Angeles, as a Civil Service Commissioner for the City of Los Angeles, and as a Commissioner for the State of California on Worker’s Compensation. He serves as a consultant to pharmaceutical companies in the areas of cost-effectiveness, wrongful death, and pricing. He is currently Associate Dean at the UCLA Anderson Graduate School of Management where he also teaches courses in economic theory. He also is a Faculty Director of the UCLA MD-MBA Program. He holds a Ph.D. in economics from UCLA.