Daniel Rondeau

CPA, ASA, CFE, CFF, ABV, CITP
Shareholder
Direct:
801.303-7824
Email:
Daniel@sagefa.com

Experience

Daniel T. Rondeau is a shareholder at Sage Forensic Accounting, a highly-specialized consulting firm that offers specialized services in the areas of forensic accounting, economic damage analysis, and business valuation.  Mr.Rondeau has primarily been engaged by attorneys and law firms to assist them and their clients with financial and accounting-oriented issues, ranging from complex damage analyses to business valuation.  

Mr. Rondeau has also been engaged to provide professional expertise to individuals, businesses, insurance companies, financial institutions, and not-for-profit organizations.  As a shareholder, Mr. Rondeau oversees a majority of the administrative and operational aspects of Sage and was instrumental in the founding of the firm.

The following sections provides additional detail summarizing Mr. Rondeau’s experience in different professional areas:

Business Valuation

 I have extensive experience in performing appraisals in both cooperative and contentious appraisal environments.  I have calculated the value of closely held companies in a wide variety of industries for many different purposes, including for buy-sell agreements, ESOP plans, divorce settlements, stockholder disputes, bankruptcy adversarial proceedings,governmental regulatory agencies, gift and estate tax plans, and other business planning and litigation situations.  In the course of performing a valuation, I regularly draw on my forensic accounting, economic analysis, and other financial expertise.  I regularly perform complex valuation assignments that involve issues such as distinguishing between enterprise and personal goodwill, allocation of goodwill value, and valuing horizontal and vertically integrated entities.  The following is a brief summary of some of the varied assignments I have participated in:

Forensic Accounting

 The large majority of my assignments involve applying forensic accounting expertise to various portions of the assignment.  This can range from using forensic accounting techniques to analyze and understand the trends in the financial results of a business when performing valuation assignments as described above, to investigating fraud allegations.  The following is a list of some of the non-valuation matters in which I used my forensic accounting expertise to provide assistance:

Evaluation of economic damages and related assessment of economic causation

 I have been involved in the computation of economic losses,or economic damages, in many different types of cases.  I have calculated and evaluated analyses prepared by others for losses due to business interruptions, business destruction, business dissolution, and a wide variety of business disputes.  I have prepared both consulting reports and comprehensive expert reports, with uses ranging from legal consulting to settlement negotiations to trial testimony. The following is a list of some of the varied matters in which I have used my expertise to provide assistance:

Unique or multifaceted engagements

 Many cases require incorporating all of the professional skills from forensic accounting, valuation, and economic damages to fully provide the necessary assistance.  The following is a list of some of the more interesting situations in which I have drawn on my expertise to provide assistance:

Critique and review of other financial experts

 I am regularly involved in assignments specifically for the purpose of reviewing a report of another financial expert.  The work provided in this context ranges from providing consulting advice to counsel to preparing a rebuttal expert report and providing testimony. The following list outlines some of the matters in which I have been involved:

Involvement in reported cases and cases of note

 Over the course of my career I have had the opportunity to be involved in certain cases that have been appealed or resulted in reported decisions that I understand are now considered to provide some precedential value.  Further, other cases have provided rulings that provide relevant understanding of expert analyses.

Educational Qualifications

Mr. Rondeau earned a both a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Business Administration with a certificate in Information Technology, from the University of Utah.

Publications and Courses Taught

Professional Certifications

 Professional Affiliations/Activities

Types of Matters

I have provided professional services for a wide variety of purposes and in a wide variety of matters. This variety is because the foundational principles in forensic accounting, valuation, and economic damages can be appropriately applied in many different situations, the following attempts to broadly summarize the different types of matters I have worked on during my career:

Lost profits and unjust enrichment damages
Purchase price allocation
Forensic accounting reconstructions and tracing
Business forecasts and financial consulting
Insurance loss analysis
Wrongful termination
Wrongful death
Personal injury
Commercial free speech damages
Trade secret and non-competition damages
Valuation of private, closely held, and holding companies
Income determination for individuals
Rebuttal analyses
Shareholder disputes
Asset tracing
Fraud investigations
Business interruption and destruction analyses
Buy/sell consulting and valuation
Patent, trademark, and copyright infringement damages
Goodwill impairment testing and valuation
Economic loss analysis
Compensation studies
Due diligence
Business valuation
Intellectual property and intangible asset valuation and infringement damage analysis
Royalty, License, Rent, and Compliance Investigations
Estate and Gift Tax Valuation
Breach of Contract
Divorce Litigation
Civil Litigation
Commercial Litigation

Summary of Expert Witness Testimony

Case Name
Law Firm
Client/Attorney
Court
ASC Utah, Inc., et al., vs. Wolf Mountain Resorts, L.C.
Kirton & McConkie
Wolf Mountain Resorts, L.C. / David Wahlquist, Esq.
Third District Court, Summit County, Utah
Andrew A. May, et al. vs. Whip Industries, et al.
Plant Christensen & Kanell; Brady Law Chartered; Strong & Hanni; Snow Christensen & Martineau
Whip Industries, et al. / Theodore E. Kanell, Esq., Michael G. Brady, Esq.
Third District Court, Salt Lake County, Utah
Butterfield vs. Brinton
Pia Anderson Dorius Reynard & Moss, LLC
Butterfield / Brennan Moss, Esq.
Second District Court, Davis County, Utah
CDC Restoration & Construction, LC, vs. Tradesmen Contractors, LLC, et al.
Vantus Law
CDC Restoration & Construction, LC / Rick Ensor, Esq.
Third District Court, Salt Lake County, Utah
Canyon Advantage, LLC vs. Contract Management Services LLC, et al.
Action Law LLC
Canyon Advantage, LLC / Sara E. Bouley, Esq.
Third District Court, Salt Lake County, Utah
Dennis Goggin vs. Tamara Goggin
Law Office of Frederick N. Green
Tammy Goggin (Larsen) / Frederick Green, Esq.
Third District Court, Salt Lake County, Utah
Far West Bank vs. Utahs EBay, Inc., et al.,
Pia Anderson Dorius Reynard & Moss, LLC
Far West Bank / Brennan Moss, Esq.
American Arbitration Association
Francisco Orozco v. Un Fuego Financial, LLC
Bertch Robson
Francisco Orozco / Daniel F. Bertch, Esq.
Third District Court, Salt Lake County, Utah
Garrett Emery, vs. Emergency Physicians Integrated Care, LLC
Kimball Legal, PLLC
Garrett Emery / Kristy Kimball, Esq.
American Arbitration Association
Gina M. Arnold, et al., vs. Gary B. White, MD, Uintah Basin Medical Center, et al.
Strong & Hanni
Gary B. White, MD / Kathleen J. Abke, Esq., Michael J. Miller, Esq.
Eighth District Court, Duchesne County, Utah
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