Shareholder
CurrentI have spent the last 25 years providing investment banking services, primarily sell-side advisory services for business owners who are ready to exit. I have the expertise to run a traditional M&A process that involves a wide range of buyers and PE firms, or guide owners through a unique and tax-advantaged process of installing an ESOP that will buy out the owner on behalf of the employees.My specialty is understanding business valuation. In addition to ESOP and M&A transaction work, I actively manage 50-60 business valuations per year. My valuation work spans a wide range of purposes, including financial reporting, ESOP compliance, healthcare compliance, business litigation, shareholder buyouts, bankruptcy, divorce, strategic planning, fairness opinions, solvency opinions and other purposes. I have worked with companies of all sizes from Fortune 50 to start-up.