About David

David Peer is a director in the Advisory and Consulting Services group. He has performed valuations of business interests for a variety of purposes including, but not limited to, family law matters, business damages, buysell agreements, shareholder litigation, estate and gift tax matters, buying and selling businesses, and employee stock ownership plans.

Professional & Civic Affiliations

  • American Society of Appraisers (ASA)
  • Princeton, New Jersey Chapter of the American Society of Appraisers

Articles, Seminars & Presentations

  • The Use of Projected Financial Information in ESOP Valuations, Marcum ESOP Advisor, October 2018
  • Basic Business Valuation Issues, Burlington County Bar Association, Mt. Holly, NJ, September 2014
  • Current Monetary Policy and Its Impact on the Values of Privately Held Companies, MHP Newsletter, January 2014
  • The Tax-Savings Benefits of Family Limited Partnerships, MHP Newsletter, June 2013
  • Latest Digital Technology Abets Age-Old Crimes, Connecticut Law Tribune, February 2012
  • Constructing a Reliable Buy-Sell Agreement, MHP Newsletter, October 2011
  • Case Overview: Estate of Marie J. Jensen v. Commissioner and Balicki v. Balicki, Connecticut Chapter of the American Society of Appraisers, New Haven, CT, April 2011
  • Analysis of Company Risk and the Impact on Capitalization Rates, MHP Newsletter, February 2011
  • A Business Appraisal’s Role in Succession Planning, MHP Newsletter, May 2010
  • Surveying the Damages: Valuing Lost Profits and Loss of Business Presents Complexities, Connecticut Law Tribune, February 2010
  • Industry Consolidation and its Impact on a Company’s Value, MHP Newsletter, November 2009
  • Demand for Independent Fairness Opinions on the Rise, MHP Newsletter, June 2009
  • Business Valuations in Buy-Sell Agreements, MHP Newsletter, January 2009
  • The Valuation of Closely Held Businesses in a Bad Economy, MHP Newsletter, October 2008
  • Understanding the Discount for Lack of Marketability, MHP Newsletter, September 2008
  • Internal Revenue Code Section 409A – Be Aware! MHP Newsletter, June 2008
Subject Matter Expertise

Employee Stock Ownership Plans
Business Valuation
Intangible Asset Valuation
Litigation Support
Forensic Investigations

Practice Focus

Business Owners
Corporate Executives
High-Net-Worth Individuals
Law Firms

Education

Master of Business Administration
Rochester Institute of Technology, 2006

Bachelor of Arts in Economics & Political Science
Dickinson College, 2004