Education

Northern Illinois University

Overview

My passion is helping business owners achieve their goals, both now and in future transition events. I enjoy working with business owners to evaluate value drivers and strategies for reducing risk and increasing business value leading to the development of a transition plan.

Although primarily located in Champaign, Illinois, I have been valuing businesses across the country for almost 20 years. I have valued businesses in many industries for value growth, transaction, gift and estate tax planning and filings, litigation and financial reporting purposes. Each business is unique! Learning the story of a business is one of the most rewarding aspects of performing business valuations.

Upcoming speaking engagements

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Resources and event materials

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In the community

Chair AICPA ABV Credential Committee, Member AICPA ABV Exam Task Force