Financial Poise

About Richard Claywell

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Richard is a practicing Certified Public Accountant, and holds the additional designations of Accredited in Business Valuation, Accredited Senior Appraiser, Certified Business Appraiser, International Certified Valuation Specialist, Certified Valuation Analyst, Master Analyst in Financial Forensics, Certified in Fraud Deterrence, Accredited in Business Appraisal Review, ICVS-A (valuing various financial instruments, ranging from basic securities to complex derivatives). Richard has been valuing closely held companies since 1985. Richard’s practice is restricted to business valuation, economic damages, profit enhancement and economic damages.

Richard received his Bachelor of Science in Accounting in 1979 from the University of Houston – Clear Lake. He obtained the Masters in Business Valuation from the Florida University Southeast in 2021. He then received certification as a Public Accountant in 1983. Over the years, Richard has earned additional accreditations that relate to business valuations, economic damages and fraud. Richard has been an instructor for the National Association of Certified Valuation Analysts for many years, has been an instructor for the Internal Revenue Service and the International Association of Consultants Valuators and Analysts (IACVA). Richard is currently the Chairman of the Board for the IACVA and is responsible for the business valuations materials being taught in 55 countries. Richard has taught business valuation or economic damage courses in China, Korea, Taiwan. Richard has performed over 1,500 business valuations since 1985. Richard has testified in Texas County Court, Texas State Court, Bankruptcy Court and Texas State Courts. Richard has given testimony in economic damages (lost profits), shareholder disputes, personal injury, wrongful termination and divorce.


Financial Poise Contributions

  • Keys to a Successful Sales Process Webinar premiered on May 9, 2025 Webinar Series: Selling A Business-101: A Step-By-Step Guide
  • Valuing Lost Profits for Litigation Purposes Webinar premiered on March 21, 2025 Webinar Series: Valuation 2025
  • What's it Worth? Valuing a Business for Sale Webinar premiered on February 20, 2025 Webinar Series: Valuation 2025
  • Valuing Your Brand and Other "Soft" Assets Webinar premiered on June 25, 2024 Webinar Series: Valuation
  • Minority and Illiquidity Discounts Webinar premiered on May 28, 2024 Webinar Series: Valuation
  • Resolving Shareholder Disputes Webinar premiered on May 9, 2024 Webinar Series: Complex Financial Litigation
  • How to Prepare for Sale Webinar premiered on May 8, 2024 Webinar Series: How To Sell A Business A Step By Step Guide
  • What Every Founder/Entrepreneur Must Know Webinar premiered on May 7, 2024 Webinar Series: The Start-Up/Small Business Advisor
  • Nuts & Bolts of Lost Profit Cases Webinar premiered on April 4, 2024 Webinar Series: Complex Financial Litigation
  • Raising Capital: Negotiating with Potential Investors Webinar premiered on April 2, 2024 Webinar Series: The Start-Up/Small Business Advisor
  • The Very Basics: Forming the Business Webinar premiered on March 22, 2024 Webinar Series: The Start-Up/Small Business Advisor
  • Leveraging & Protecting Trade Secrets in the 21st Century Webinar premiered on March 13, 2024 Webinar Series: Intellectual Property 101
  • Common Issues and Strategies in Business Breakups Webinar premiered on February 29, 2024 Webinar Series: Complex Financial Litigation
  • Copyrights, Patents, and Trademarks...Oh My! Webinar premiered on February 28, 2024 Webinar Series: Intellectual Property 101
  • IP-What Every Lawyer & Every Client Must Understand Webinar premiered on February 15, 2024 Webinar Series: Intellectual Property 101
  • Valuing Your Brand and Other "Soft" Assets Webinar premiered on June 29, 2023 Webinar Series: Valuation
  • Minority and Illiquidity Discounts Webinar premiered on May 25, 2023 Webinar Series: Valuation
  • Resolving Shareholder Disputes Webinar premiered on April 27, 2023 Webinar Series: Complex Financial Litigation
  • Selecting the Right Valuation Expert Webinar premiered on April 27, 2023 Webinar Series: Valuation
  • Data Privacy Compliance Webinar premiered on April 25, 2023 Webinar Series: Corporate & Regulatory Compliance Boot Camp - Part 1
  • Nuts & Bolts of Lost Profit Cases Webinar premiered on March 30, 2023 Webinar Series: Complex Financial Litigation
  • Nuts & Bolts of Lost Profit Cases Webinar premiered on March 23, 2023 Webinar Series: Complex Financial Litigation 2022
  • Valuing Lost Profits for Litigation Purposes Webinar premiered on March 23, 2023 Webinar Series: Valuation
  • What's it Worth? Valuing a Business for Sale Webinar premiered on February 23, 2023 Webinar Series: Valuation
  • Common Issues and Strategies in Business Breakups Webinar premiered on February 13, 2023 Webinar Series: Complex Financial Litigation
  • Resolving Shareholder Disputes Webinar premiered on April 27, 2022 Webinar Series: Complex Financial Litigation 2022
  • Valuing Lost Profits for Litigation Purposes 2022 Webinar premiered on March 16, 2022 Webinar Series: Valuation 2022
  • Common Issues and Strategies in Business Breakups Webinar premiered on February 23, 2022 Webinar Series: Complex Financial Litigation 2022
  • Where Did All My Profits Go? Mastering the Concept of Working Capital Webinar premiered on April 23, 2021 Webinar Series: MBA Boot Camp 2021
  • What Every Founder/Entrepreneur Must Know 2021 Webinar premiered on April 1, 2021 Webinar Series: The Start-Up/Small Business Advisor 2021
  • The KPI- Cash Flow Modeling and Projections Webinar premiered on March 18, 2021 Webinar Series: MBA Boot Camp 2021
  • Valuing Lost Profits for Litigation Purposes 2021 Webinar premiered on March 3, 2021 Webinar Series: Valuation 2021
  • Raising Capital: Negotiating with Potential Investors 2021 Webinar premiered on February 24, 2021 Webinar Series: The Start-Up/Small Business Advisor 2021
  • How to Read a Balance Sheet – And Why You Care! Webinar premiered on February 18, 2021 Webinar Series: MBA Boot Camp 2021
  • The Very Basics: Forming the Business 2021 Webinar premiered on January 28, 2021 Webinar Series: The Start-Up/Small Business Advisor 2021
  • EBITDA and Other Scary Words Webinar premiered on January 22, 2021 Webinar Series: MBA Boot Camp 2021
  • Focus on Valuing a Brand and Other "Soft" Assets Webinar premiered on November 8, 2019 Webinar Series: Valuation in Corporate Transactions 2019
  • How to Value Your Assets 2019 Webinar premiered on October 11, 2019 Webinar Series: Valuation in Corporate Transactions 2019
  • When, Who & Why to Value Your Assets Webinar premiered on September 13, 2019 Webinar Series: Valuation in Corporate Transactions 2019
  • How to Read Financial Statements and Financial Journalism Webinar premiered on May 22, 2019 Webinar Series: Personal Finance & Investing 2.0 - 2019
  • When Do You Need One & Where Do You Get One? Webinar premiered on January 31, 2019 Webinar Series: Valuation Fights in Litigation: Battle of the Experts 2019
  • Where Did All My Profits Go? Mastering the Concept of Working Capital Webinar premiered on June 7, 2018 Webinar Series: MBA in a Day - Essentials of Finance & Accounting 2018
  • The KPI- Cash Flow Modeling and Projections Webinar premiered on May 10, 2018 Webinar Series: MBA in a Day - Essentials of Finance & Accounting 2018
  • How to Read a Balance Sheet – And Why You Care! Webinar premiered on April 12, 2018 Webinar Series: MBA in a Day - Essentials of Finance & Accounting 2018
  • EBITDA and Other Scary Words 2018 Webinar premiered on March 15, 2018 Webinar Series: MBA in a Day - Essentials of Finance & Accounting 2018