Managing Director

• Aug 2001 - Present

Principal, Business Transition and Valuation Services

• 2000 - Present

We help our clients identify, clarify and achieve their goals by combining our in-house experts with professional advisors from other firms.My focus is Business Transition and Valuation Services. We focus on maximizing financial return, minimizing taxes and risk, and providing timely and highly competent services for our clients in three areas.Business owner exit planning is a proven process to help ensure financial success and a joyful transition into the next chapters of life. The process includes clarifying the owner's goals, business value and personal financial modeling. The results generate multiple Recommendations. We implement the Recommendations in a Road Map with the owner and other professional advisors to achieve their goals in a timely, comprehensive, collaborative, and cost effective way.Transaction advisory services optimize the results of a business merger, sale or acquisition for our client. Services include valuation, structuring for financial and tax efficiency, negotiating terms, and completing due diligence with the professional team. Effective and supportable Business Valuations for IRS gift and estate purposes, purchase or sale of interests, divorce and litigation support, bank financing, and employee stock plans.

M&A advisor to business owners

• 1994 - 1999

Business transaction advisor. Sell distribution, manufacturing and professional services companies. Prepare business valuations. Business transaction advisor. Sell distribution, manufacturing and professional services companies. Prepare business valuations.

Owner

• 1992 - 1999

Business Valuation, M&A advisory, business planning and accounting services for growing businesses Business Valuation, M&A advisory, business planning and accounting services for growing businesses