James Webb

Mr. Webb has more than 20 years of experience providing a broad range of business valuation and financial advisory services for public and private enterprises.
 
James specializes in the valuation of common and preferred stock, debt, employee and incentive stock options, warrants, partnership and limited liability company interests and intangible assets. He has extensive experience in the valuation of business assets and interests for the following purposes: tax compliance (estate, gift and 409A); litigation support; financial reporting (purchase price allocations, asset impairment testing, equity compensation); employee stock ownership plans (ESOP); fairness opinions; S-Corporation elections; and other corporate planning purposes.
 
James has expertise in a multitude of business industries and has prepared valuations or provided advisory services in the following industries, among others: Engineering & construction; government services; software/technology; biotechnology & medical devices; education; distribution; manufacturing; healthcare; publishing; and telecommunications. His experience spans a diverse client base, from regional middle-market businesses to multi-billion dollar enterprises.
 
Prior to joining Evergreen, James was a Managing Director at Baker-Meekins. He started his career at Legg Mason, a diversified global asset management firm headquartered in Baltimore, Maryland.

Professional Designations

James is an Accredited Senior Appraiser (ASA) and member of the American Society of Appraisers, Washington D.C. Chapter.

Education

James received his Bachelor of Business Administration (BBA) with a concentration in information systems and his Master of Business Administration (MBA) with a concentration in finance from Loyola University Maryland.

Interests

James has a keen gift of creativity and providing unique insights to a valuation. His ability to have clear perspective is provided by spending his free time outdoors at the beach or on a hike.