Partner & COO | CPA, ABV, CFF | Newport Beach, CA

Joseph Wheat is a partner in Newport Beach. Mr. Wheat has been a forensic accountant since 1989. He has testified as an expert witness in California Superior Court on matters involving lost profits, business valuations and construction defect.

Mr. Wheat has extensive experience in the measurement of economic damages involving all situations.

He has performed numerous business valuations on a variety of businesses including professional practices, construction enterprises, retail and manufacturing operations.

Joe is known by clients for his patience and his ability to simplify complex concepts.

Sector Experience

  • Business Valuations
  • Asset Tracings
  • Matrimonial Dissolutions
  • Detecting Hidden Assets
  • Aerospace
  • Automotive
  • Agriculture
  • Beverage
  • Casinos/Gaming
  • Computer Microchips
  • Construction
  • Dental
  • Energy
  • Finance
  • Hotel
  • Insurance
  • Manufacturing
  • Medical
  • Mining
  • Professional Services
  • Restaurant
  • Retail Operations

Select Testifying Experience

  • Lost profits
  • Business Valuation
  • Projections of cash flow
  • Construction defect

Global Experience

  • North America
  • Lost profits
  • Business Valuation
  • Projections of cash flow
  • Construction defect

Education

  • University of Utah, Salt Lake City, Utah – 1989, Bachelor of Arts – Accounting
  • Annual Continuing Professional Education

Professional Qualifications

  • Certified Public Accountant
  • Accredited in Business Valuation by the American Institute of CPAs
  • Certified in Financial Forensics by the American Institute of CPAs