Partners

Principals
Gerald L Bontrager
Christopher C. Hooper

Jeffrey O. James
Randy L. Shrum

Managers
Directors and Officers

 
 

GERALD L. BONTRAGER, CFA ASA
Director of Business Valuation Services

jerry.bontrager@frazierdeeter.com

Experience
Jerry Bontrager is Frazier & Deeter's Director of Valuation Services.  He has more than 19 years of experience in the financial industry with an extensive background in analyzing public and private entities. In that time, he has completed hundreds of valuation engagements. These engagements have included business and stock valuations, option valuations, litigation support analyses, intangible asset appraisals, restricted stock valuations, debt securities valuations, merger and acquisition analyses, estate tax and gift planning valuations, and employee stock ownership plan (ESOP) appraisals.

Jerry has performed business valuations for companies in various industries, including: banking and finance, beverage bottling and distribution, chemical and mineral production, construction, consulting, forest product retailing and wholesaling, furniture manufacturing and distribution, health care, hospitality and entertainment, lodging, media broadcasting, metal fabrication, paper distribution, property management, publishing, retailing, transportation, wholesale distribution, and more.

The valuation analyses conducted by him have been used for the following purposes, among others:

Income, gift and estate taxes
Reorganizations
Litigation support
Strategic planning
Mergers, acquisitions & divestitures
Fair value accounting
Corporate recapitalizations
Purchase Price Allocation

Prior to joining Frazier & Deeter, Jerry was the Managing Member of CapWorth Resources, LLC., a company engaged in the valuation of business entities and interests, intangible assets, stock options and warrants, debt securities, and restricted stock. He has also held positions as a Senior Manager of Business Valuation and Litigation Support Services for Habif, Arogeti & Wynne, LLP, Manager of Valuation Services in the Atlanta office of BDO Seidman, LLP and Portfolio Manager in the Closely Held Business Unit of Wachovia Corporation.

Education
Masters of Business Administration in Finance, University of Tampa , Tampa , FL , 1991.
Bachelor of Science in Finance and Accounting, University of Tampa , Tampa , FL , 1988.

Professional and Civic Organizations
Chartered Financial Analysts Institute (CFAI)
CFA Society of Atlanta
American Society of Appraisers (ASA)
American Bankruptcy Institute