Bio
As a seasoned business valuation expert, I have over 25 years of experience providing financial advisory services to clients across various industries. I hold multiple certifications from reputable organizations, including the National Association of Certified Valuators and Analysts (NACVA), the International Society of Business Appraisers, and the American Society of Appraisers.
I have led countless business valuation projects for federal gift and estate tax returns, estate planning, and financial reporting, and have provided expert testimony in various legal contexts. My ability to provide tailored solutions has made clients feel confident in my ability to meet their specific needs. Additionally, I have developed analytical models and managed projects across a wide variety of industries. My expertise in mergers and acquisitions, intangible assets, and financial planning has enabled me to deliver tailored solutions that meet each client's unique needs and objectives.