Walter C. King

Associates,  P.C.

Certified Public Accountants

991 Post Road East  Westport  CT  06880  Tel(203)227-1414  Fax(203)227-4472

 

Walter C. King II, CPA, PFS, ASA, CFE

Walter C. King Associates, P.C.

Synergy Valuations, LLC

 CURRICULUM VITAE

 

Mr. King is the president of Walter C. King Associates, P.C.  The firm, founded in 1978, renders tax, accounting, financial planning, and litigation support  & forensic accounting to its clients. He supervises each of these activities and reviews all reports and tax returns of the Firm.  Two-thirds of Mr. King’s time is devoted to litigation support & forensic accounting (see Experience and Testimony below). Mr. King is also a general partner of Synergy Valuations, LLC of New York City which renders valuation and litigation support services to its clients.

   

 Education & Certificate
Bachelor of Arts--University of Maine
Master of Business Administration
 University of New Haven
Certified Public Accountant (CPA)
Licensed in Connecticut & New York
Accredited Personal Financial Spec. (PFS)
Accredited Senior Appraiser (ASA)
Instructor on various subjects for NYCPA & CSCPA
Uniform Standard of Professional Appraisers

Practice-passed examination

Certified Fraud Examiner (CFE)

 Memberships                                                Institute of Business Appraisers, Inc.

                                                                                                American Society of Appraisers

Past President & Chair-Business Valuation Discipline, Connecticut Chapter

                                                                                                Connecticut Society of CPA'S

                                                                                               American Institute of CPA'S

                                                                                               National Association of Forensic Economics

                                                                                               Association of Certified Fraud Examiners

 

 

 Experience:

His experience has covered a variety of subjects, including business valuations (over 1,000 valuations), fairness opinions, fair & reasonable compensation, intangible asset valuation (incl. SFAS 141 compliance), financial damages, acquisition planning and consulting, forensic accounting and investigation of white collar frauds,  pre-IPO transactions, lost business opportunities, ESOP structuring & reporting, divorce planning & consulting, stock/warrant option valuation, dissident shareholder matters, contract damages, solvency,  and loss income analysis related to injury & wrongful employee termination.  Prior to starting the King firm, Mr. King was Chief Financial Officer of a significant publicly held company as well as being responsible for human resources.  Prior to that he was a management consultant with PricewaterhouseCoopers.

 Testimony:

Mr. King has testified as an expert in numerous cases including family, civil and bankruptcy courts.   Mr. King has testified in courts in Connecticut, Kentucky, New York, and Michigan.  He has testified in cases involving business valuation, damages determination, minority shareholder actions, white collar fraud, shareholder oppression, executive compensation, wrongful employee terminations, stock option valuations, and intangible asset appraisals. He has also served as a court appointed receiver. 

Telephone:  (203)-227-1414;   (212)-399-0717; Fax: 203-227-4472

Address:  991 Post Road East, Westport, CT  06880 and

                331 West 57th Street, New York, NY 10019

E-mail: wck@wckcpa.com   / Web-site:  www.wckcpa.com (click on litigation support)

 

 

 


 

Luis M. Barahona, MBA

Walter C. King Associates, P.C.

Mr. Barahona is the Valuation Analyst at Walter C. King Associates, P.C.  The firm renders tax accounting, financial planning, business valuation and litigation support services to its clients. Mr. Barahona devotes 100% of his time assisting Mr. Walter C. King II, the main firm Partner, in business valuation and litigation support which includes divorce planning and consulting, contract damages determination, acquisition planning & consulting, fairness opinions, wrongful employee termination damages and forensic accounting.

Education & Certificate:
Bachelor in Science and Engineering
Pontifical Catholic University of Peru, 1995

              
Master of Business Administration
William E. Simon School of Business Administration –
University of Rochester, 2002

              
Specialization in Business Valuation
Peruvian University of Applied Sciences, 1998
Memberships:
New England Latin American
Business Council - NELABC
  
National Society of  Hispanic MBA's  - NSHMBA

Experience:

Mr. Barahona has performed several business valuations in his career. As a Valuation Analyst at Walter C. King he has performed business valuation for gift tax, sale and buyout purposes. In terms of litigation services, he has worked together with Mr. Walter C. King II, by determining economic damages and fair compensation in dissident shareholder actions. Before coming to the US, he was the Head of Equity Research for a prestigious Peruvian Investment bank. In this position, he performed business valuation for public companies in the Mining, Brewing, and Energy sectors. He was also involved in primary and secondary offerings of equity and fixed income instruments in the Peruvian Stock Market. In the US, he worked as a turnaround consultant for tech companies in Silicon Valley, devising financial strategies for restructuring and liquidation. Currently, he is pursuing the ASA designation, having completed two out of the four courses required. He is also a CFA Level I candidate.

Telephone:   203-227-1414; 212-399-0717

Address:     991 Post Road East, Westport, CT  06880 and

                  331 West 57th Street, New York, NY 10019

E-Mail:         lbarahona@sbcglobal.net

 

 

 


 

Gina Kaplanka

Office Manager

Small Business Accountant

  

Gina has been with our Firm since January 1998.  She started as the Administrative Assistant and quickly incorporated her extensive background in bookkeeping and business management to become our Office Manager.

 As part of our Firm’s policy for Continuing Education, she has participated in programs and seminars enhancing her skills in Word, Excel, Creative Solutions, financial reporting, personnel management, payroll, and Quickbooks.  

 Gina handles all our office administrative matters, as well as the financial and payroll reporting for our bookkeeping clients.  She is fluent in Italian.

  

 Memberships                         Treasurer, Westport/Weston AARP Chapter 1588

 And Affiliations                      Certified Bookkeeping Specialist

                                                Certified QuickBooks ProAdisor

                                                Religious Studies Program Instructor - Holy Rosary Church

 

 Education                              Toronto, Canada - Primary and Secondary Education

                                                Royal Conservatory of Music, - Classical Piano and Violin

Accounting - Albertus Magnus University

 

 Experience:

 Gina’s background in various industries, which include insurance, accounting services, construction, nursing homes, as well as the non-profit sector, has contributed to her success in our firm.  She is a valued member of our team.


KYLE F. LUCKE

MANGER OF ACCOUNTING SERVICES

WALTER C. KING ASSOCIATES, P.C.

CURRICULUM VITAE

 

Manger of Accounting Services. Kyle is responsible for audit, review and compilation of financial statements, tax return compliance and preparation, financial modeling, as well as performing analysis of financial statements. Kyle works with Wally in preparing the information necessary for certain litigation support engagements and reviewing business valuation reports.  

Education & Certificate

Bachelor of Science in business majoring in Accounting

Nichols College, 1988

 

Memberships

NATP

Kiwanis

Nichols College Athletic Assocation

  

Functional Experience:

Kyle has an aggregate of 17 years experience in both private and public accounting.  He has conducted audits in both the profit and non-profit sectors. He prepared financial statements for a large variety of industries and has conducted "yellow book" audits for non-profit institutions.  He has a concentration of experience of in audits of unions including "union payroll audits".  He has conducted due diligence engagements in merger and acquisitions and has business valuation experience. He has extensive experience in tax planning, tax return preparation and IRS negotiations.  He has assisted clients in securing financing. He has an excellent computer back round and has assisted clients in the installation of accounting systems, including Quick Books & Peach Tree.

 

Industry Experience:

Kyle has concentrations of experience in auto dealers, hotels, athletic clubs, construction companies, printing companies, unions, beverage companies & publishing industries.