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PARTNER, SCHULMAN LOBEL ADVISORS, LLC

Richard B.

Weiss ASA, MS, MBA, MSA  

NEW YORK

212-246-7203






HOME › OUR TEAM › RICHARD B. WEISS

Adam Hochstead, CPA photo

NEW YORK

ABOUT rICHARD

Richard brings over 30 years of experience in litigation expert work, business valuation, and transfer pricing, serving clients ranging from privately held businesses to multinational corporations. His expertise includes complex financial modeling, economic analysis, and strategic advisory across a wide range of industries.

In litigation cases, Richard provides expert analysis on economic damages, lost profits, and business interruption claims. Whether consulting behind the scenes or testifying as an expert witness, he equips legal teams with credible, data-driven insights that withstand scrutiny in court.

As a valuation expert, Richard has delivered opinions for mergers and acquisitions, gift and estate tax reporting, fairness opinions, financial reporting (including intangible asset valuation, goodwill impairment, and equity compensation), corporate restructuring, buy-sell agreements, S-Corporation elections, and shareholder buyouts. He also conducts Quality of Earnings analyses to support transaction due diligence, helping buyers and sellers assess the sustainability and reliability of reported earnings. His insights have helped senior management navigate high-stakes decisions with clarity and confidence.

Richard is an accomplished transfer pricing specialist, adept in global tax regulations, and cross-border economic frameworks. He provides defensible studies for intercompany transactions involving goods, services, intellectual property, and financial arrangements.

His industry experience includes Information Technology, software, marketing, staffing, auto dealerships, biotechnology, pharmaceuticals, healthcare, law firms, manufacturing, banking, oil and gas, energy, chemicals, transportation, real estate, construction, engineering, architecture, metal fabrication, wholesale distribution, retail, and leisure.

Richard has held senior roles in the Big-4 accounting firms and international consulting firms. He also contributed to international financial consulting initiatives, including serving as a financial markets development consultant on a USAID-funded project.

Education & Licenses

MSA, University of North Carolina at Wilmington, June 2002

MBA (Finance), University of North Carolina at Wilmington, May 1996

MS (Engineering), ITU, February 1992

BS (Engineering), Magna Cum Laude, ITU, May 1990

Accredited Senior Appraiser (ASA), Business Valuation

ACHIEVEMENTS & AFFILIATIONS

Member, American Society of Appraisers (ASA)

Member, CFA Institute

Speaker: Texas Society of CPAs CPE Evening Series, “Intangible Asset Valuation and Goodwill Impairment Test”

Speaker: ILW teleconference for international investors, “Investing in Risky Startups by International Investors”