I advise business owners on the sale of their company, either to a competitor, a private equity investor or to their employees through an ESOP. I also work on a wide variety of business valuation projects for financial reporting, tax planning, ESOP compliance, healthcare compliance and other corporate purposes. I work in all industries, but have a significant concentration of clients in the architect, engineering and construction (AEC) industries, as well as manufacturing, distribution and healthcare services. I joined AE in 2015, after spending 20 years or so with large financial service firms. I wanted to be closer to my clients, closer to decisions and more involved with the strategic direction of the firm.I have lived in Atlanta my whole life and love it here. In my free time, I am captain of my ALTA tennis team, play in a Thursday golf group at Bobby Jones, of course play PICKLEBALL, and take care of my new rescue dog. I have a bunch of kids (5), all in college or just graduated, that keep me busy and on the road to Athens, Knoxville, Dallas and New York.www.appliedecon.comSpecialties: ESOPs, ASC 805, ASC 350/360, ASC 718, 409A, Stark/AKS valuation and tax planning valuation
Listed skills include Valuation, Mergers And Acquisitions, Due Diligence, Investment Banking, and 16 others.