Providing comprehensive business valuation services to assist business owners, attorneys, and bankers in understanding the true value of a business. We specialize in selling/buying businesses, partner buy-outs, exiting planning and gift and estate valuations.

Providing valuation services directly related to Merger and Acquisitions, Exit Planning, and Business Transaction advising. Working with Business owners to facilitate a variety of business transactions by acting as an intermediary between Buyers and Sellers. Preparing and completing all necessary schedules and documentation to help Buyers and Seller come to a mutually advantageous agreement. Business advising related to the process of buying and selling businesses: including… Show more Providing valuation services directly related to Merger and Acquisitions, Exit Planning, and Business Transaction advising. Working with Business owners to facilitate a variety of business transactions by acting as an intermediary between Buyers and Sellers. Preparing and completing all necessary schedules and documentation to help Buyers and Seller come to a mutually advantageous agreement. Business advising related to the process of buying and selling businesses: including the creation of video teasers, confidential information memorandums, and presentations. Reviewing and preparing a letter of intent and assisting with the management of the due diligence process. Structuring deals that arrive at the best tax outcome for clients.Assisting Business Owners in planning for their eventual exit of their Company. Setting Owner exit goals and developing plans to increase a Company’s value to arrive at the highest possible future selling price. Show less

Specialized in providing valuation services related to the merging, acquiring, selling or gifting of a Business. Providing valuation services in accordance with all requirements and guidelines set forth by the Small Business Association (SBA). Writing Summary Conclusion of Value Reports for SBA loan approval and assisting business owners in creating the accompanying business plan, budget, and financial forecasting needed during the loan application process. Writing Conclusion of… Show more Specialized in providing valuation services related to the merging, acquiring, selling or gifting of a Business. Providing valuation services in accordance with all requirements and guidelines set forth by the Small Business Association (SBA). Writing Summary Conclusion of Value Reports for SBA loan approval and assisting business owners in creating the accompanying business plan, budget, and financial forecasting needed during the loan application process. Writing Conclusion of Value reports in accordance with the IRS valuation guidelines & requirements, and the subsequent filings of the United States Estate (Form 706) and Gift (Form 709) Tax Returns. Providing financial controller oversight within several corporations operating within the manufacturing, construction, information technology, and psychiatry sectors. Average business revenues range from $200,000 to $25 million.Income Tax and Information return filing with the Internal Revenue Service and all 50 States. Show less

Served various churches and ministries throughout the Fresno/Clovis area by providing Bible-based teaching and expository preaching. I strive to bring balance between the "Old School" denominations and believe that every preaching engagement, teaching, funeral, memorial, wedding, and conference should be done to the Glory of God, magnifying Jesus Christ, and humbly listening to the Holy Spirit for direction.

Provide Family law, Divorce, Forensic Accounting, Tax Advising, Business Consulting, and Business Valuation services.Controllership duties for small to medium sized companies with gross sales ranging from $100,000 to $1.2 million.Co-authored and assisted with 20+ valuation engagements relating to divorce, business sales and gifting, and damage calculationsIncome and Information return filing with the Internal Revenue Service (Forms 1040, 1120, 1120s, 990, and 1041) and… Show more Provide Family law, Divorce, Forensic Accounting, Tax Advising, Business Consulting, and Business Valuation services.Controllership duties for small to medium sized companies with gross sales ranging from $100,000 to $1.2 million.Co-authored and assisted with 20+ valuation engagements relating to divorce, business sales and gifting, and damage calculationsIncome and Information return filing with the Internal Revenue Service (Forms 1040, 1120, 1120s, 990, and 1041) and auditing.Litigation support including expert witness preparation, document requisition & management, and technical reviews.Business consulting, including accounting policy development and implementation, key performance indicator analysis, financial forecasting, and budget development and analysis. Show less

Wrote a quarterly article distributed to the Young Emerging Professionals spread throughout California. Articles were meant to chronicle my experiences while preparing to take the Uniform Certified Public Accountant Exam. Articles were meant to encourage other CPA candidates preparing to take their exam.

Represented and promoted the California Society of CPA's at Fresno State University. Brought awareness to students about the society by planning and coordinating informational events including the moderation of a discussion panel made up of five Certified Public Accountants.

Gave speeches, promoted, and brought awareness to the Becker CPA review course at Fresno State University.

Mentored and trained directly by Initiative Foods’ Cost Accountant.Conducted profit analysis for new and potential customers. Worked with Sales department to maximize profit margins.Worked with R&D to create, price, and prepare for sale 10 new products.Developed and wrote new company-wide inventory costing standards. These standards were used to conduct analysis of plant processes to maximize company efficiency and plant production.Submitted daily cost… Show more Mentored and trained directly by Initiative Foods’ Cost Accountant.Conducted profit analysis for new and potential customers. Worked with Sales department to maximize profit margins.Worked with R&D to create, price, and prepare for sale 10 new products.Developed and wrote new company-wide inventory costing standards. These standards were used to conduct analysis of plant processes to maximize company efficiency and plant production.Submitted daily cost evaluations of plant operations compared to standards and previous production yields. Show less

Served as controller with managerial duties.Established sales incentive programs increasing sales volume by 20%.Provided employee training and discipline.Created advertisements, created and managed an electronic mailing database, planned special social events and represented and promoted store at high school events.Handled business negotiations with creditors establishing higher lines of credit.

Conducted various financial transactions on checking, savings, and merchant accounts.Cashed checks, performed transfers and referred clients to new products. Prepared Cash Transaction Reports, Counterfeit Currency Reports, and cashier check verifications.Researched and located teller differences as well as general ledger differences. Trained new tellers.

Participated in a committee of local business leaders to construct the current theme/logo for the Shaw Avenue corridor (Between Hwy. 168 and Fowler Avenue).

Constructed and administered a customer survey for Red Carpet Carwash. Survey focused on establishing a target cliental by measuring frequency of visits and services utilized.Tabulated results and analyzed statistics of Red Carpet’s average patron. Results were used to create a marketing campaign to increase frequency of visits and average sales per month.

Teamed with the Business Development Manager to author a marketing plan to raise $230,000 to construct restrooms in Old Town Clovis. Restrooms are currently located in Old Town Clovis.