Joseph "Joey" Wilson

CAREER SUMMARY

Certified Valuation Analyst

• Helps business owners, professionals, and partners value, protect, and preserve ownership interest of privately held businesses by preparing and presenting the results of appraisals in a clear and concise manner.
• MS in Finance from the University of Oklahoma 
• Experienced Account Manager in the Healthcare Industry specifically in Hospice, Home Health, and Assisted Living.

AREAS OF EXPERTISE

• Valuation
• Financial Modeling
• Advanced MS Excel
• Macro Scripting & VBA
• Litigation Engagements
• Investment Partnerships
• MS Office
• Partner Buyouts
• Economic & Industry Research
• Data AnalysisESOP Valuations

PROFESSIONAL EXPERIENCE

BizWorth, Houston, TX                                                                                           October 2022 - Present

Trusted and nationally recognized provider of business valuations.

Senior Financial Analyst

Valuation Analyst with over a year of experience in financial modeling, economic and industry research, and valuation analysis.

• Assist in preparing the conclusions of value of our analysis in a clear and concise manner.
• Work with complex financial models including market approaches, discounted cash flow, multi-stage growth, capitalization of cash flows, market/transaction multiples, and adjusted book value.
• Assisted in multiple valuations involving litigation, as well as partner buy outs, marital dissolution, gift & estate planning and various types of employee share programs.
• Perform research on economic, industry, and market trends impacting the specific entity being analyzed.
• Review and analyze client provided information including tax returns, real estate appraisals, depreciation schedules, and other company prepared financial statements. in complex litigation engagements

Direct Home Care Supply, Houston, TX                                                     August 2018– October 2022

Medical Supply that primarily caters to Assisted Living, Hospice and Home Health agencies, as well as residential delivery.

Accounts Specialist

Primarily focused on largest accounts and day to day operations.

• Contributed to record annual sales through Process Improvements implemented by me and with the help of the team I recruited in 2020. Global Supply volatility and our consistent allocation of PPE gave us the competitive advantage to increase cold call success and close on more leads.
• Overhauled our Durable Medical Equipment Rental and Purchasing department to make it more streamlined for the customer and eliminate lost equipment.
• Attended industry trade shows to create leads and maintain existing relationships and other regulations.
• Managed Amazon seller and nationwide B2B Commerce, Route Dispatching, contact leads, service accounts and handle daily IT Operations.

Additional information upon request.