As the leader of our West Michigan valuation services team, I consult with management teams and ownership groups around their most important valuation decisions, including those related to succession plans, business investments, and buy-side and sell-side transactions. I specialize in business valuation and financial advisory services as they relate to the valuation of business enterprises, intangible assets, and debt and equity for financial and tax reporting purposes.I also assist clients with financial reporting, estate and gift tax planning, fairness opinions, purchase and sale advisory, and ESOPs, among other things. I work closely with the financial and accounting teams of large private and public companies in various domestic and international jurisdictions.
My clients appreciate my expertise and practical approach to solving complex financial problems. My focus is to understand what’s important to them and ensure we add value to the process.
I belong to the American Society of Appraisers, the Association for Corporate Growth, the Association of Certified Fraud Examiners, and the ESOP Association. I earned a B.S. in economics and finance from Hope College.
Outside of work, I enjoy traveling with family and coaching my son in sports. Having grown up in Northern Lower Michigan, weekends are often spent at our cottage where we enjoy the outdoors and lake life.