|
BUSINESS BACKGROUND
Maine Valuation Company. (Principal, 1995 - present) An independent commercial real estate appraisal, business valuation, review and consulting firm providing a comprehensive range of professional valuation products and services throughout Northern New England. Ms. Anthony has provided valuations on a variety of commercial real estate properties, business enterprises, and intangible assets, ranging from $100,000 to almost $40,000,000 in value and is available for expert witness testimony. Joan is a principal of the firm and presently manages a satellite office in Freeport, Maine.
Appraisal Associates, Portland, Maine. (Senior Commercial Appraiser, 1986 - 1995) Provided feasibility studies, consulting services, and appraisal reports for purposes of litigation, eminent domain takings, estate planning, IRS review and financing. Ms. Anthony provided expert witness testimony and valuations on a variety of commercial real estate properties, business enterprises, and intangible assets, ranging from $10,000 to almost $20,000,000 in value. Appointed interim manager and senior review appraiser. Maine Valuation Company acquired the assets of Appraisal Associates in March of 1997.
Cummings Lamont & Associates, Kennebunk, Maine. (Senior Accountant, 1983 - 1986) Managed audit assignments and accounting operations for a variety of clients including municipalities and small to medium sized companies. Supervised and trained junior staff on the use of computers, income tax return preparation and audits. Appointed computer coordinator.
SCOPE OF EXPERIENCE
Numerous appraisals, review & consulting assignments on a variety of property types in Maine, including but not limited to:
- Retail Shopping Centers - Strip, Neighborhood, Community, Outlet;
- Hospitality Properties - Hotels, Motels, Bed & Breakfast, Inns;
- Residential Multi-Family Projects - Apartment Projects - Market & Subsidized;
- Mixed-Use Commercial Properties - All types of Mixed-Use properties;
- Office Buildings - Medical, Professional; Owner-Occupant & Inv.;
- Industrial Properties - Manufacturing, Warehouse, Distribution, Terminals;
- Special Purpose Properties - Self-Storage, Churches, Airplane Hangers, etc;
- Elderly Care Facilities - Nursing Homes, Boarding Homes, Assisted living, etc;
- Automotive - Dealerships, C-Stores w/ Gas, Parking Garages;
- Restaurants - Independent, Chain, and Franchise;
- Land/New Construction - Lots, Acreage, Subdivisions, Development Projects, etc.
- Recreational - Golf Courses, Marinas, Ski Areas, Summer Camps;
- Institutional - Hospital MRI facilities, Schools, etc.
- Business Entities/Intangibles - Wide Variety of Business Entities and intangible assets
CLIENT SERVICES & VALUATION PRODUCTS
The purpose of valuation services typically involves: purchase and sale agreements; mortgage financing; collateral evaluation; estate settlement; ad valorem taxation; mediation/arbitration; valuation of leased fee/leasehold interests; insurable value/ replacement cost studies; feasibility, marketability, and highest and best use analyses for evaluation & planning purposes.
Client services and valuation products consist of Commercial Appraisals presented in Self-Contained, Summary and Restricted Reports; SR#3 Appraisal Review Reports for USPAP & regulatory compliance and client evaluation; Due diligence/research studies; and private consultation. Computer literacy in ARGUS, Word, Excel, Powerpoint and Quickbooks, as well as Internet access enhances the analytical and reporting service to clients. Professional service has been provided to numerous financial institutions, governmental agencies, insurance companies, corporations, attorneys, estates, management of closely held corporations and businesses, and private individuals.
REAL ESTATE EDUCATION
Joan M. Anthony is a cum laude graduate of the University of Southern Maine with a B.S. Degree in Accounting. Ms. Anthony also successfully completed most courses necessary for the MAI designation including Principles (1A-1), Procedures (1A-2), Cap A and B (1B-A & 1B-B), Standards (SPP), Case Studies (2-1), and Report Writing. She has also successfully completed all continuing education requirements of the American Institute of Certified Public Accountants and a number of valuation related courses given by either the AICPA and/or the American Society of Appraisers.
PROFESSIONAL AFFILIATIONS
- General Associate Member, Appraisal Institute
- American Institute of Certified Public Accountants
- Institute of Business Appraisers
- State of Maine Certified General Appraiser, Certification #: CG 365
- State of Maine Certified Public Accountant, Certification #: 1102
- Maine Chapter, Appraisal Institute
EXPERT WITNESS
Qualified as an expert witness in real estate valuation before Superior Court in Cumberland County, Maine and the York County Commissioners, Alfred, Maine. Also provided expert witness testimony before various Assessment Review Boards throughout Maine.
Back to top ^
|
