Professional Bio
My clients demand valuations with minimal business interruption that are high-quality, timely, and pass scrutiny with their: auditors, investors, the SEC, and/or the IRS. These CXOs and business owners need solutions that are tailored to meet their specific needs and circumstances. Each client’s unique facts and circumstances benefit from insights I've gained over years of explaining what a company, a security, or an intangible asset is worth in the context of financial reporting, tax planning, strategic planning, and litigation. I pride myself on providing the highest level of client service, and enjoy working with clients in a wide variety of industries, including: software, life sciences, healthcare, manufacturing, professional services, telecommunications, financial services, etc.
The trusted advisors that introduce me (whether accountant, attorney, financial/wealth advisor, banker, or otherwise) expect their preeminence to increase as a result of the introduction. Doing so means being consistently collaborative and responsive, and looking beyond the immediate task in hand to proactively solve problems and add value. This is what I’m about; building trust and developing mutually beneficial relationships!
Valuation Expertise:
✓ Mergers & Acquisitions
✓ Transaction Advisory
✓ Purchase Price Allocation
✓ Intangible Assets
✓ Goodwill Impairment Testing
✓ Stock-Based Compensation
✓ Intellectual Property
✓ 409A
✓ Derivatives / Complex Financial Instruments
✓ Estate / Gift Tax Planning
✓ C to S Conversion
✓ ESOPs
✓ Discount Studies
