Part of Grant Thornton's Valuation Services Practice.

- Led a gamut of valuation engagements as a project manager encompassing multiple industries ranging from small sized privately held companies to multi-million dollar publicly traded companies - Collaborated with sales team to impart technical expertise for sales pitches, engagement scopes, fee estimation and engagement letter creation. - Project management responsibilities involved acting as a direct liaison for all client communications, delegating work to junior staff and to… Show more - Led a gamut of valuation engagements as a project manager encompassing multiple industries ranging from small sized privately held companies to multi-million dollar publicly traded companies - Collaborated with sales team to impart technical expertise for sales pitches, engagement scopes, fee estimation and engagement letter creation. - Project management responsibilities involved acting as a direct liaison for all client communications, delegating work to junior staff and to different departments (real estate, personal property, if applicable), serving as a technical lead on the engagement, ensuring timely deliverable and also assuming administrative (archiving work notes, etc.) responsibilities for the engagement in-hand. - Successfully met goals of managing staff utilization, personal utilization while meeting gross margin targets on the projects. Show less

- Handled multiple valuation projects simultaneously to determine fair market value of compensation and other arrangements between hospital/practice and physician that may have Stark and/or Anti-Kickback implications while meeting deadlines for all the projects.- Compensation arrangements include, Physician compensation arrangements between Hospitals/Health Systems and Physicians, on-call arrangements, and Medical Directorship arrangements.- Major contributor in creating complex… Show more - Handled multiple valuation projects simultaneously to determine fair market value of compensation and other arrangements between hospital/practice and physician that may have Stark and/or Anti-Kickback implications while meeting deadlines for all the projects.- Compensation arrangements include, Physician compensation arrangements between Hospitals/Health Systems and Physicians, on-call arrangements, and Medical Directorship arrangements.- Major contributor in creating complex financial models from ground up to assist with complicated business analysis needs. Show less

- Responsibilities included handling valuation engagements from initiation to conclusion.- Worked on several projects for application of different accounting standards, including but not limited to, SFAS 142 (Goodwill and Other Intangible Assets), SFAS 141 and SFAS 141R (Business Combination Analysis), SFAS 123R (Share-Based Payment), SFAS 157 (Fair Value Measurements), SFAS 144 (Accounting for the Impairment or Disposable of Long-Lived Assets), and IRC 409A .- Worked on various… Show more - Responsibilities included handling valuation engagements from initiation to conclusion.- Worked on several projects for application of different accounting standards, including but not limited to, SFAS 142 (Goodwill and Other Intangible Assets), SFAS 141 and SFAS 141R (Business Combination Analysis), SFAS 123R (Share-Based Payment), SFAS 157 (Fair Value Measurements), SFAS 144 (Accounting for the Impairment or Disposable of Long-Lived Assets), and IRC 409A .- Worked on various discount study analyses for estate/gift tax planning, family limited partnerships (FLPs) and asset-holding limited liability companies (LLCs). - Valuation projects involved implementation of income approaches (discounted cash flow method, net present value (NPV) calculations, net asset value (NAV) calculations, excess earnings method), market approaches (guideline public company method, mergers and acquisition method, relief from royalty method) and cost approaches. - Worked on valuation of stock options and private equity investments in portfolio companies.- Assisted several companies in conversion from C-corp to S-corp status for tax purposes. Show less