Founder And Managing Director
Current• VALUATION: We customize and deliver valuations of businesses and business interests for a variety of purposes including: Financial Reporting; Tax Compliance; Management Planning; Dispute and Litigation; and Investment Analysis. We develop valuation reports and analyses that are objective, supportable and transparent for the client, advisors, auditors, attorneys and other stakeholders.• MERGERS & ACQUISITIONS: We advise buyers and sellers of private companies with services such as: Financial Due Diligence; Quality of Earnings; Financial Modeling; Transaction Advisory; and Investment Banking Services. Based on a client’s needs and direction, we analyze a potential transaction with modeling support, lead the effort to market and sell a company, and/or provide the diligence support to maximize value in a transaction.• ADVISORY: We guide business owners and the management of private companies with an array of consulting services through the following market offerings: Startup Consulting; CFO Services; Business Planning; Strategy and Operations; and Consumer Packaged Goods (CPG) Advisory. Our services are a cost-effective way to create value, support growth, and/or analyze strategic alternatives.