About I. Jackson Angell

I. JACKSON ANGELL, ASA
Accredited Senior Appraiser – Business Valuation (ASA)

PROFESSIONAL
QUALIFICATIONS

PROFESSIONAL
Mr. Angell has been involved in the business appraisal field since 1983 as President of Angell & Co., Inc., a firm specializing in business valuation, management and financial consulting and litigation support services. Valuation opinions have been rendered to a wide range of closely held businesses involved in manufacturing, wholesale distribution, and retailing. Service oriented assignments have included the valuation of professional practices and intellectual property.

Commercial business valuation, litigation support and financial consulting services have been rendered for a number of purposes including ESOP requirements, fairness and solvency opinions, due diligence reviews for mergers and acquisitions, structuring of business transactions, bankruptcies, going concern analyses of distressed companies, and preparation of investment and/or financing memoranda.

Securities valuations have been provided for estate and gift tax and succession planning purposes, buy/sell agreements, stock option award programs, dissenting shareholder actions and dead-lock disputes. Securities valued include partnership units, privately held restricted shares, preferred stock, subordinated debt, options and rights.

EXPERT WITNESS
Mr. Angell has been qualified as an expert witness in such venues as U.S. Bankruptcy Court and Superior Court of New Jersey. He has also served as a mutually-agreed upon expert for corporate valuations.

EDUCATION

American Society of Appraisers	ASA - Accredited Senior Appraiser – Business Valuation (1989)
Bachelor of Arts (BA)	Trinity College, Hartford (1961)

APPRAISAL EDUCATION

ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, May, 2007.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 2006.
Cost of Capital - Center for Advanced Valuation Studies, Philadelphia, PA., American Society of Appraisers, 2004.
22nd Annual Advanced Business Valuation Conference, Chicago, Il., American Society of Appraisers, 2003.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 2003.
Discounts and Premiums; The Valuation of Family Limited Partnership - Center for Advanced Valuation Studies, Washington, D.C., American Society of Appraisers, 2002.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 2001.
19th Annual Advanced Business Valuation Conference, Philadelphia, Pa., American Society of Appraisers, 2000.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 2000.
Uniform Standards of Professional Appraisal Practice, Morris Plains, N.J., American Society of Appraisers, 1999.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 1998.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 1997.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 1996.
14th Annual Advanced Business Valuation Conference, Boston, MA, American Society of Appraisers, 1995.
Current Developments in Estate and Gift Taxation, New York, N.Y., The New York CPA Forum, 1995.
Estate Planning and the Closely Held Business, New York, N.Y., Center for Professional Education, Inc., 1995.
Employee Stock Ownership Plans, New York, N.Y., American Conference Institute, 1995.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 1995.
Current Legal and Financial Developments for Business Executives, Warren, N.J., NJSCPA Education Foundation, 1994.
ASA Conference on Current Topics in Business Valuations, New York, N.Y., American Society of Appraisers, 1994.
USPAP in the Real World, Mahwah, N.J., American Society of Appraisers, 1994.
11th Annual Business Valuation Conference, Atlanta, GA, American Society of Appraisers, 1992.
ASA International Appraisal Conference, Philadelphia, PA, American Society of Appraisers, 1991.
8th Annual Business Valuation Conference, New York, N.Y., American Society of Appraisers, 1989.
ASA International Appraisal Conference, St. Louis, MO, American Society of Appraisers, 1989.
Advanced Business and Professional Valuation, Philadelphia, PA, American Society of Appraisers, 1989.
ASA International Appraisal Conference, Arlington, VA, American Society of Appraisers, 1988.
Appraising Closely Held Businesses, Orlando, FL, The Institute of Business Appraisers, 1988.
ASA Fundamentals of Valuation – Level 1: Introduction to Valuation Theory and Appraisal Procedure, Philadelphia, PA, American Society of Appraisers, 1987.
ASA Fundamentals of Valuation – Level 11: Business Valuation Methodology, St. Charles, MO, American Society of Appraisers, 1987.
ASA Fundamentals of Valuation – Level 111: Case Studies, Special Methodology and Report Writing, Arlington, VA, American Society of Appraisers, 1987.

PROFESSIONAL HIGHLIGHTS
Accredited Senior Appraiser - Business Valuation, ASA Designation awarded by the American Society of Appraisers

Regular lecturer for numerous organizations including:

Cummins Engine Company
Northwestern Mutual Life Insurance Company
Olsen & Thompson, P.A.
Summit Bank
The Venture Association of New Jersey

MEMBERSHIPS
American Society of Appraisers, ASA Designation
The Institute of Business Appraisers, Inc.
Estate Planning Council of Northern New Jersey

PRO BONO PUBLICO
Red Oak Bank, Morristown New Jersey - Organizer and Past Director
Roedale Cemetery, West Orange, New Jersey – Past Trustee and Vice President
The Peapack Church Foundation, Inc. - Organizer and Past President
Mendham Township, New Jersey - Past Three Term Mayor, Councilman for Ten Years
Ward Homestead, Maplewood, New Jersey - Past Trustee and Treasurer

PRIOR AFFILIATIONS
Valuation Consulting Group, Westfield, New Jersey - Vice President, 1994-1999
Bank Hapoalim, B.M., New York, N.Y. - First Vice President, Corporate Banking, 1980-1983
First Fidelity Bank, Newark, N.J. - Vice President, Manager, National Banking Division, 1962-1979

PERSONAL
Mr. Angell is married with four children. He is a life long sailor and dedicated reader of historical literature.