Mr. Baumgartner is manager of business development for the Southwest Region of CBIZ Valuation Group. He has over 30 years of experience in all aspects of valuation, including mergers and acquisitions, business enterprise valuations for tax and estate planning, property tax requirements, and various property record matters. He focuses primarily on middle market companies as well as their legal, financial and tax advisors. Prior to joining CBIZ, Mr. Baumgartner was with Avail Consulting LLC, American Appraisal Associates, Inc., Coopers & Lybrand, and Manufacturers’ Appraisal Company.
Mr. Baumgartner is a former president of the Dallas/Fort Worth Chapter of the Association for Growth and is active in the Turnaround Management Association, Health Finance Management Association, Dallas and Fort Worth Bar Associations, and Dallas and Fort Worth Estate Planning Councils. Mr. Baumgartner holds a Master of Business Administration degree from the University of Dallas. He received his Bachelor of Science degree in business administration from Valparaiso University. In 2000, he retired as a colonel in the United States Marine Corps after serving 3 years of active duty and 27 years in the USMC Reserve.
M.B.A., University of Dallas
B.S., Valparaiso University