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Experience

Specializing in business valuation, I help clients achieve the most accurate and favorable valuation, and complete the optimal deal for each specific situation. My clients include food and beverage companies, primarily in brewing and the health food space, residential and civil construction, engineering and architecture firms, and various niche industries. My expertise includes facilitating shareholder buy-in and buy-outs, estate and gift tax planning, and fair value reporting, as well as modeling complicated instruments, such as non-vanilla warrants, and consulting with clients on operational value drivers.
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Growing up, I was an expert-class cross-country mountain biker, competing all across New England. I had my share of race wins and, of course, epic crashes.

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