Managing Director
CurrentI have provided financial advisory services to privately held companies for over 21 years and am expert on Employee Stock Ownership Plan (ESOPs) valuation, transactions, and sustainability. I love advising clients on a wide variety of, valuation, tax, and fairness issues for ESOPs, mergers and acquisitions, divestitures, and corporate finance.I frequently speak to employee and professional groups, boards of directors, and fiduciaries. I have been a featured speaker for The ESOP Association and NCEO on numerous topics including valuation, strategic planning, mergers and acquisitions, repurchase obligation, and other topics related to ESOPs.