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 more than 20 years. I have valued businesses in many industries for value growth, transaction, gift and estate tax planning and filings, shareholder agreements and litigation purposes. Each business is unique! Learning the story of a business is one of the most rewarding aspects of performing business valuations.
Education
Northern Illinois University
In the community
AICPA Forensic and Valuation Services Executive Committee, chair
AICPA ABV Credential Committee, past chair