Who are we?2019-04-23T17:34:04+00:00

About Us

J. P. Katz & Associates, LLC is a consulting company focused on providing strategic and realistic solutions to issues involving valuation, litigation, economic and financial analyses, damages, bankruptcy and other business problems.

Mission Statement

Our mission is to achieve excellence in service. We go beyond simple number crunching. We present our clients with clearly understandable and workable solutions. We provide commitment and flexibility, and we approach each assignment by identifying each client’s unique needs and requirements.

We don’t use boilerplate solutions. Each assignment is a unique challenge that we take pride in. You’re going to be happy with the work we do.

What Makes us Unique?

What differentiates J. P. Katz & Associates, LLC from similar firms? What makes us a strong partner for you when valuation, financial analysis, economic analysis or litigation issues arise?

Deep understanding of the business process and of the elements that affect the value of a company. When looking for gold, you’ll have better luck finding it if you have a geologist with you. We know how to identify and estimate the value of your tangible and intangible assets. We know where to look and how to recognize the elements of value; as well as how to use those factors to your advantage. Making use of the latest research tools; we can identify the unique characteristics of each business, and of the industry to which it belongs.

Experience and creativity. Our skills enable us to identify the important factors leading to optimal solutions. No matter what your problem might be, there’s a strong chance we have previously dealt with similar issues in our 25-year practice. Putting together the experience of past cases and the knowledge of present rules and regulations, we can provide high-quality solutions that are well supported by facts. Our creative skills allow us to develop unique solutions to what appear to be intractable problems.

Complete knowledge of professional standards, court procedures, financial theories, practices and methods. A thorough knowledge of the tools is critical to the successful completion of any assignment. We excel in both traditional and modern valuation techniques, and use them to correctly determine the value of your business. We monitor the economic environment to anticipate trends and their effects on economic development. We have access to historic economic information for many industries, professions and occupations; and we know how to process this data using sophisticated mathematical, econometric, and statistical procedures.

Dedicated and well-trained staff. J. P. Katz & Associates, LLC brings together people with different areas of expertise to create synergistic teams that develop optimal solutions.

We are members of professional appraisal associations, economic organizations and other professional groups; thus allowing us to keep up with the continuous changes in industry regulations, professional procedures, and general information.

We’ve been active in the profession as demonstrated by research and publications.

Our Team

Whether you require expert testimony or information on corporate strategic planning, independent valuation, litigation services, or financial analyses, J. P. Katz & Associates, LLC has the right team of knowledgeable, caring, and creative professionals:

Jerrold P. Katz, Ph.D.
Principal and Founder

Dr. Jerrold Katz is an Accredited Senior Appraiser, a Certified Business Appraiser and a Certified Fraud Examiner. He has analyzed and developed evidence for numerous business related litigation matters, matrimonial and tax disputes. His experience includes the valuation of all types of businesses, including professional practices.

Dr. Katz has testified as an expert witness on the results of his analysis. He has served as an arbitrator for the National Association of Securities Dealers (now FINRA), the American Stock Exchange, and the American Arbitration Association. Dr. Katz has also performed strategic planning studies and has conducted market research projects for consumer and industrial products and services. His diverse background includes extensive experience in marketing/market research, economics/econometrics, operations research, financial modeling, quantitative analysis, statistical analysis, and EDP. Dr. Katz has served as a consultant for a broad spectrum of firms; including Fortune 100 companies and financial institutions for whom he has solved problems in these areas and he has held senior-level positions at firms in the distribution, manufacturing and service industries.

Previously, Dr.Katz was Vice-president and Director at The Durkin Company in Boston, Principal at Tofias, Fleishman, Shapiro & Co., Principal at Noble Business Decision, Manager with Coopers & Lybrand, and Associate Professor of Marketing and Operations at Babson College, one of the Founding Professors at Simmons College Graduate School of Management, and Instructor at Columbia University. He has published in major journals and has presented papers at a number of professional conferences.

Education:

  • Bachelor of Commerce (Honours), University of Manitoba, School of Commerce, Winnipeg, Canada
  • Ph.D.; M. Phil. Columbia Business School at Columbia University, New York, NY

Ms. Krebs focuses on Information Technology, Operations Management and Digital Economics. She has done several valuations of medical practices and has extensive understanding of the medical system. As an intern at Pfizer, Inc.; she developed an Internet strategy to enhance relationships with physicians and designed a pilot web site for the community of medical professionals associated with Pfizer. Her experience includes valuations of investment portfolios in the biotechnology industry, valuation of business plans, assessment of the global market demand for broadband communications, supply-chain analysis for a logistics company; and extensive analysis of the publishing industry and its potential market. She is familiar with sophisticated statistical methods used in the analysis of economic and financial data, and has the skill and expertise to make projections about the viability of investment strategies. Before joining J. P. Katz & Associates, LLC, Ms. Krebs was a consultant with Arthur D. Little, Inc.

Education:

  • Bachelor of Arts, Princeton University, NJ
  • Master of Business Administration; New York University, Leonard N. Stern School of Business, NY

Shira N. Krebs
Analyst