Jason Ornstein is a Vice President in Houlihan Capital’s Valuation and Financial Advisory practice and has nearly fifteen years of professional experience executing and managing a diverse range of business valuation, intellectual property appraisal, and litigation support engagements. While with the firm, Mr. Ornstein has performed numerous business enterprise, equity, and derivatives valuations, especially for financial reporting and tax compliance. He values companies in a broad range of industries from start-ups to multi-national corporations.
In his prior experience, Mr. Ornstein was a Senior Associate in the Business Valuation group of BDO USA, LLP for nearly four years, where he focused on business enterprise and intangible asset valuations for financial reporting and tax compliance purposes, such as purchase price allocations and goodwill / intangible asset impairment testing. Prior to BDO, Mr. Ornstein was also an independent contractor with FTI Consulting. Previously, Mr. Ornstein began his professional valuation career in the Intellectual Property Valuation and Consulting practice of Charles River Associates (formerly CRA International, Inc. and InteCap, Inc.), where he often worked within the highly scrutinized arenas of transaction due diligence and litigated disputes. Including his work at prior firms, Mr. Ornstein has developed an extensive background in business valuation and identifying, prioritizing, and valuing intellectual property (particularly patents, other proprietary technology, and trademarks) for the purposes of licensing or sale.
Mr. Ornstein holds Bachelor degrees in Finance and Political Science, both with high honors, from the University of Wisconsin – Madison. Mr. Ornstein is in the process of becoming certified as an Accredited Senior Appraiser (ASA) in Business Valuation, as designated by the American Society of Appraisers, having completed all of the requisite course work and Uniform Standards of Professional Appraisal Practice (USPAP) compliance training. Mr. Ornstein is also an active member of the Business Valuation Association of Chicago and regularly attends business valuation industry conferences, as well as authors white papers and other materials regarding current business valuation topics.