Daniel Callanan is a Senior Member of the American Society of Appraisers and a Director of Valuation Services for ComStock Valuation Advisor’s Columbus, Ohio office. Dan has extensive background in the investment management of positions in closely held companies and partnerships, including evaluating their investment characteristics and the disposition of these securities. In addition, he has assisted clients with investment banking activities regarding the sale of their businesses. The primary focus of his professional work has been on valuing closely held securities for gift and estate tax planning and Employee Stock Ownership Plans (“ESOP”). As part of his ESOP work, he frequently conducted feasibility studies and handled the implementation and annual valuation updates. 

Prior to joining ComStock, Dan was the national Director of Valuation Services for Bank One, the nations fifth largest banking institution. Dan’s duties included managing the valuation process and coordinating the implementation and sale of ESOPs for which Bank One was Trustee. In addition, he prepared gift and estate tax valuations used in determining federal transfer tax obligations. A significant portion of his duties at Bank One included the determination of value for the sale of privately held, minority positions in companies and partnerships. As part of those duties he represented beneficiaries of Bank One personal trust accounts who sought to liquidate their minority positions in closely held companies.

Dan has also worked for Willamette Management Associates, a national valuation and economic consulting firm headquartered in Chicago, Illinois. While employed with Willamette, Dan was responsible for managing valuation engagements and assisted the firm with business development.  In each of the years he was with the firm, Dan was bestowed with the Standard of Excellence a national award granted to the firms’ most valuable employees. Prior to joining Willamette, he worked in the litigation support group of a public accounting firm where he had extensive experience in valuing a wide variety of intangible assets and intellectual property.

He is currently a Senior Member of the American Society of Appraisers, a member of the ESOP Association and The Columbus Estate Planning Council. Dan has been a member of the Business Valuation Association and the Association of Investment Management Research.  In addition, Dan was instrumental in forming the Family Business Solutions School at The Ohio State University’s Executive Education Program.

Dan is on the Board of Directors for Sterling Bank Group, a community bank in South Florida. He is the Chairman of the Investment Committee and is a member of the Audit and Mergers and Acquisitions committees.

Dan earned his Bachelor of Arts in Economics and Management from DePauw University in Greencastle, Indiana. He is a graduate from the University of Chicago’s Graduate School of Business with a Masters of Business Administration having concentrations in Finance and Managerial Strategy.