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GlassRatner's Team

Josh Bennett

Associate

Areas of Expertise

  • Valuation
  • Litigation Support
  • Damages & Lost Profit Analysis

Industries

  • Professional Service Organizations
  • Manufacturing
  • Consumer/Retail
  • Franchising

Experience

  • 2 Years of Relevant Experience

Education

  • BBA Finance, University of Georgia

Professional Designations

  • CVA

Josh Bennett joined GlassRatner as an Associate in 2019. Prior to joining GlassRatner, Josh gained experience as a financial and business valuation analyst at boutique advisory firms where he performed financial analyses and business valuations on behalf of clients for various purposes including financial reporting, tax, and transactional advisory. Josh graduated with a Bachelor's of Business Administration in Finance from the University of Georgia and is a Certified Valuation Analyst (CVA).

Some of Josh's relevant engagement experience includes:

  • Assisted with a calculation of damages rebuttal for a breach of a contract claim by a healthcare franchisor. Josh assisted with healthcare industry research, and preparation of arbitration trial demonstratives.
  • Assisted with the representation of the GA Department of Transportation in an eminent domain condemnation dispute. Josh conducted research at the city planning and development department in an unincorporated region of Gwinnett County and interviewed local business owners to assess the impact of municipal zoning restrictions, locate potential development sites, and provide probative evidence to discredit the condemnee's claim.
  • Prepared detailed financial forecasts for a multi-unit franchisee of a legacy food brand. Josh's financial model accounted for store reimaging costs, the sale of real estate and the use of bank financing to support the reimaging costs. Josh's forecasts were utilized by the multi-unit franchisee and her family to help make an informed decision to either reimage the stores and sell the real estate to their family, or sell the business to a 3rd party.
  • Prepared a 32 page business plan for an aviation support company detailing the company's competitive advantage, marketing, and pro-forma financials.
  • Designed and authored a 24 page offering memorandum for a medical device manufacturer detailing a prospective $30 million mezzanine investment.
  • Assisted with the valuation of a non-monied spouse in a family law divorce case. The subject interest was a wealth manager's book of business. Josh assisted with the review of relevant financial information, including W2's, employment agreements, and transition program documents to assist with the Fair Value determination. Josh's analysis also included the comparison of industry compensation data, work-life expectancy, and the growth of the S&P 500 to estimate portfolio growth and economic benefits associated with the book of business.
  • Preparation of valuation reports in the context of gifting for estate planning purposes.
  • Various valuations for transaction planning purposes to assist business owners with understanding business value to make informed decisions.
  • Financial analysis and preparation of valuation reports in relation to franchisor/franchisee disputes.
  • Assisted with the preparation of jury trial demonstratives in a franchisee dispute.
  • Preparation of a valuation report pursuant to a thirty-party administrators 401k reporting requirements in order to complete the plan's Form 5500.

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