As a Vistage member, I am committed to elevating my company and my community. Vistage is the world’s largest CEO peer advisory and executive coaching organization and has been helping business leaders make better decisions that get better results since 1957.

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Successful client outcomes include:Served as an interim accounting manager for a major franchisor of ice cream shops, bakeries, restaurants and cafes in the U.S. where I managed a team of 7 FTEs and assisted with the month end close process as well as reviewed all major leases for their latest brand acquisition Assisted a Top 4 US Bank with multiple independent valuations of companies for which they have a debt interest with including a multi-billion dollar revenue Indian Steel manufacturer, a publicly traded owner and operator of various midstream energy assets in North America, a publicly-traded French tubular solutions company, and a publicly traded maintenance, repair and operating (MRO) products and equipment company based in the US. Provided a 409a appraisal for a fast growing FinTech company in the northern Atlanta suburbs for the purposes of management stock-based compensation

Successful client outcomes include:Represented a company in a contentious buy-out with the spouse of a decedent who was a partner in a healthcare entity which I appraised to help mediate, however ultimately per the agreement I had to assist in picking another third party appraiser whose result would be averaged with my and her expert’s appraisal.Performed a financial reporting purchase price allocation for a publicly traded Georgia company surrounding its $2.4 billion acquisition of a major transaction processing service and payment enabling technology company in the U.S. and assisted with the SAS 73 audit review from a big four accounting firm.Performed dozens of buy-in / buy-out valuations of lithotripsy partnerships throughout the US for an integrated urological and interventional radiology product and service company. Performed a financial reporting purchase price allocation for a publicly traded Georgia company surrounding its $1.3 billion acquisition of a general purpose reliable (GPR) prepaid debt and payroll card company that provides financial service solutions to the underbanked consumers in the U.S. and assisted with the SAS 73 audit review from a big four accounting firm.Performed a financial reporting purchase price allocation and warrant valuation for one of the fastest growing payment processors in metro Atlanta which cleared audit review with little Q&A.Performed numerous estate and gift tax appraisals, with no comment from the Internal Revenue ServiceAppraised a crossfit gym in a divorce context that assisted the client in getting a settlement increase from 5 figures to 6 figuresAppraised an estate planning law firm for succession planning purposes to assist in a potential sale to junior associates.Provided goodwill impairment testing and stock-compensation valuation services for a company that specializes in cloud-based solutions for the institutional investing community worldwide.