POSITION
- Valuation and Forensic Services Leader, Cedar Rapids, IA
EDUCATION
- Bachelor of Arts in Accounting, University of Northern Iowa
PROFESSIONAL DESIGNATIONS
- Accredited in Business Valuation (ABV)
- Accredited Senior Appraiser (ASA)
- Accredited Certified Business Appraiser (CBA)
- Certified Valuation Analyst (CVA)
- Master Analyst in Financial Forensics (MAFF)
- Business Valuator Accredited in Litigation (BVAL)
- Accredited In Business Appraisal Review (ABAR)
EMPLOYMENT HISTORY
- Shaw Business Valuation and Litigation Support Services 2008-Present
- Clifton Gunderson, Regional Manager - Valuation and Forensic Services, Cedar Rapids, IA, 2006-2008
- RSM McGladrey, Leader of Iowa Valuation and Forensic Services, Cedar Rapids IA, 1992-2006
PROFESSIONAL EXPERIENCE
- Shannon Shaw specializes in providing Business Valuations, Litigation Support, Expert Witness Testimony, Income Tax Analysis, Financial/Forensic Analysis, Bankruptcy and Merger and Acquisition assistance to clients in a wide array of industries including financial institutions, construction manufacturing, and wholesale distribution for over 32 years. Shannon Shaw has been recognized as an expert witness in Federal and State courts and arbitration hearings including those in Iowa, Illinois, Wisconsin, Florida and Texas. Shannon Shaw has experience in both jury and bench trials. Shannon Shaw has defended his valuation work in front of the Internal Revenue Service. Shannon Shaw has presented on the subjects of business valuation, forensic accounting, lost profits, gift and estate tax planning and various other areas of economic damages in a variety of states including California, Iowa, Nevada, and Wisconsin.
PROFESSIONAL/CIVIC MEMBERSHIPS & ACTIVITIES
Current/Past
- Member, American Institute of Certified Public Accountants
- Member, Iowa Society of Certified Public Accountants
- Member, Business Valuations with the American Institute of Certified Public Accountants
- Member, Senior Appraiser with the American Society of Appraisers
- Member, National Association of Certified Valuators and Analysts
- Member, Certified Business Appraiser with the Institute of Business Appraisers, Inc.
- Member, Business Valuator Accredited in Litigation with the Institute of Business Appraisers, Inc.
- Member of the Institute of Business Appraisers, Inc.
- Marquis Who’s Who (May 2021)
- Volunteer – Tanager Place
- Meals on Wheels
- American Institute of Certified Public Accountants/American Academy of Matrimonial Lawyers National Conference on Divorce Committee Member 2008
- American Institute of Certified Public Accountants Business Valuation Editorial Advisory Task Force Board Member
- American Institute of Certified Public Accountants/American Academy of Matrimonial Lawyers National Conference on Divorce Committee Member 2010
- Member of the Iowa City Rotary
- Treasurer of the Iowa Chapter of American Society of Appraisers
- Secretary of the Iowa Chapter of American Society of Appraisers
- President of the Iowa Chapter of American Society of Appraisers
- Director/Member Cedar Rapids Estate and Planning Council
- Treasurer of the Iowa City Jaycees
- Leadership for Five Seasons
- Treasurer Boy Scouts
- Board Member – The Safe Place
- Strathmore’s Who’s Who Worldwide Lifetime Member
- 2024 Man of the Year – Top 100 Registry Business Leaders and Professionals “Outstanding Efforts in the Fields of Business Valuation and Finance”
- Strathmore’s Who’s Who World Wide – Times Square
- 2023 – Named Top Consultant “Best of Cedar Rapids, Iowa”
AREAS OF EXPERIENCE
- Extensive experience in management, tax and financial accounting; fraud and forensic accounting; individual and corporate tax planning and consultation; business valuation; mergers and acquisitions; and gift and estate tax planning.
- Extensive experience in civil and criminal fraud investigations, contract and business disputes, computations of damages, and complex litigation.
- Extensive industry experience in construction, agribusiness, manufacturing, health care and service industries.
Publications
- Shannon Shaw has been published in various national publications including: The American Journal of Family Law (Aspen Publishers) and Valuing Professional Practices and Licenses (Wolters Kluwer).
Presentations
- Iowa State Bar Association and Drake University Law School 2001 (Des Moines, Iowa) – Utilizing Consultants/Appraisers in Family Law Cases
- Cedar Rapids Estate Planning Council 2001 (Cedar Rapids, Iowa) - Utilizing Family Limited Partnerships as an Estate Planning Tool
- Skogman Commercial Realty Group 2001 (Cedar Rapids, Iowa) – Valuing Small Businesses
- Iowa Realty/RSM McGladrey, Inc. 2001 (Cedar Rapids, Iowa) – Utilizing Family Limited Partnerships as an Estate Planning Tool
- National Systems Contractors Association 2001 (San Diego, California) – Business Valuation Preparing Your Company to Sell at an Optimal Selling Price
- Benton, Iowa, Jones and Tama County Bar Association 2002 (Shellsburg, Iowa) – Utilizing Consultants/Appraisers in Family Law Cases, Resent Issues Related to Valuation in the Gift and Estate Setting, Adding Value to Your Business
- Iowa State Bar Association and Drake University Law School 2002 (Des Moines, Iowa) – Family Law Conference
- University of Iowa College of Law 2003 (Iowa City, Iowa) Gift and Estate Planning and Business Valuation
- Dubuque County Bar Association 2003 (Dubuque, Iowa) – Utilizing an Expert Tax and/or Business Valuation Professional to Assist with the Numerous Financial Pitfalls that Can Occur with Asset and Alimony Settlements
- Iowa State Bar Association 2003 (Des Moines, Iowa) – Financial Area of Impact in the Area of Family Law Cases Including Forensic Investigation of Financial Affidavits
- National Business Institute 2004 (Cedar Rapids, Iowa) – Forensic Accounting
- University of Iowa College of Law 2004 (Iowa City, Iowa) – Gift and Estate Planning and Business Valuation
- Tri-state Estate Planning Council 2004 (Dubuque, Iowa) – Gift and Estate Tax Planning
- Iowa Trial Lawyers Association 2004 (Amana, Iowa) – Financial Aspects in Family Law
- Dubuque County Bar Association 2004 (Dubuque, Iowa) – Divorce Litigation
- Iowa Bar Association 2004 (Des Moines, Iowa) – ABC’s of Family Law Financial Issues
- National Business Institute 2004 (Cedar Rapids, Iowa) – Forensic Accounting
- Moyer & Bergman PLC 2005 (Cedar Rapids, Iowa) – Business Valuation and Financial Analysis
- Eastern Iowa Chapter of the Society of Financial Service Professionals 2005 (Cedar Rapids, Iowa) – How Can a Financial Adviser Play a Role in the Family Law Area?
- Shuttleworth & Ingersoll 2005 (Cedar Rapids, Iowa) – Business Valuation and Financial Analysis
- Family Law Seminar 2005 (Des Moines, Iowa) – Modification or Termination of Alimony When it is Time to Retire
- National Business Institute 2005 (Cedar Rapids, Iowa) – Obtaining the Best Settlement for your Client in Iowa
- Cedar Rapids Rotary 2006 (Cedar Rapids, Iowa) – What is Forensic Accounting?
- RSM McGladrey, Inc. Continuing Professional Education Webinar 2006 – Financial Issues in the Dissolution Setting
- Iowa State Bar Association and Drake University Law School 2007 (Des Moines, Iowa) – Utilizing Consultants/Appraisers in Family Law Cases
- The New American Institute of Certified Public Accounts (AICPA) Statement of Standards for Valuation Services (Cedar Rapids, Iowa February 2008 and Des Moines, Iowa April 2008)
- Linn County Bar Association - The New American Institute of Certified Public Accounts (AICPA) Statement of Standards for Valuation Services (Cedar Rapids, Iowa – 2008)
- AICPA/AAML National Conference on Divorce (Las Vegas, Nevada May 8-9, 2008) – Effectively presenting your case for spousal support on an after-tax basis
- Scott County Bar, Patricia Rhodes Cepican Continuing Legal Education Series In Support of HELP Legal Aid (Davenport, Iowa June 19, 2008) – Tax Issues in Family Law Cases
- National Business Institute 2008 (Cedar Rapids, Iowa) - Financial Issues in Family Law Litigation
- National Business Institute 2008 (DesMoines, Iowa) - Financial Issues in Family Law Litigation
- AICPA/AAML National Conference on Divorce (Las Vegas, Nevada May 8-9, 2011) – Effectively presenting your case for spousal support on an after-tax basis
- Eastern Iowa Bar Association (Cedar Rapids, Iowa April 5, 2012) – Various business valuation analysis, alimony and child support issues.
- Scott County Bar Association (Davenport, Iowa November, 2012) – Critical Review of the Financial Expert.
- Johnson County Bar Association (Iowa City, Iowa - 2017) – Business Valuation and Income Tax Issues in Divorce.
- Linn County Bar Association (Cedar Rapids, Iowa – 2017) – Business Valuation and Income Tax Issues in Divorce.
- 63rd Annual Spring Tax Institute CLE Sponsored by the Iowa Bar Association and the University College of Law (Iowa City, Iowa -2017) – Business Valuation Issues, Buy/Sell Agreement Issues In Valuation and Current Gift and Estate Tax Issues
- 2023 Iowa Bar Family Law Section in October 2023 (DesMoines Iowa) – Normalizing Income in the Dissolution of Marriage Setting