Joseph Phelon

Joseph is an Accredited Senior Appraisers in Machinery and Technical Specialties specializing in Machinery & Equipment. Types of machinery & equipment appraised include agricultural, construction, medical, landscape, lifts, commercial vehicle fleets, equipment rental fleets, shop, production, manufacturing, support, material handling, automotive, excavation, and office equipment. He has more than 36 years of experience in the equipment rental industry. In addition to valuing machinery and equipment, Joseph is a Certified Business Appraiser and Certified Valuation Analyst with more than 18 years of experience appraising businesses and professional practices in a number of states for a variety of purposes including: SBA loans, marital dissolution, ownership transfer, merger & acquisition, economic damages, estate planning, estate tax, lost profits, regulatory compliance, and shareholder disputes. Joseph has held various positions in the private sector including, Director of Finance, Director of Human Resources, Treasurer, General Manager, and Corporate Officer. He has owned and operates an equipment rental company and a truck rental company. Professional Designations & Licenses Accredited Senior Appraiser - Machinery & Technical Specialties / Machinery & Equipment from the American Society of Appraisers, 2021. (ASA) Certified Machinery & Equipment Appraiser from the NEBB Institute, 2019. (CMEA) - Retired Certified Valuation Analyst from the National Association of Certified Valuators & Analysts, 2019. (CVA) Business Certified Appraiser from the International Society of Business Appraisers, 2017. (BCA) Certified Business Appraiser from the Institute of Business Appraisers, Inc., 2009. (CBA) Accredited by the Institute of Business Appraisers from the Institute of Business Appraisers, Inc., 2006. (AIBA) Professional Appointments Chair of the Board – the American Fork Chamber of Commerce (AFCC), 2017-2018. Chair of the Accreditation Board – the Institute of Business Appraisers (IBA), 2011- 2012. Professional Awards 2018 Business Person of the Year – American Fork Chamber of Commerce 2017 President's Award – American Fork Chamber of Commerce 2015 Business of the Year – American Fork Chamber of Commerce Articles Published " The Importance of Adhering to Professional Standards" Published in Business Appraisal Practice, (the professional journal of the Institute of Business Appraisers, Inc.) Fourth Quarter 2011. p. 10-12 Court Testimony Joseph Phelon is qualified as an expert witness and has testified in court in the State of Utah. Presentations Utah Valley University, ENTR4400 New Venture Financing – Business Valuation, January 13, 2020 American Fork Chamber of Commerce, Business Valuation –What to know before you buy & sell, October 5, 2016 Academic Degrees Master of Business Administration (MBA), University of Utah, 2001-2003. Bachelor of Science, Business Management - International Business, Utah Valley University, 1993-1996. Languages English