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Experience

I serve middle-market private equity-owned organizations throughout the life cycle of the platform company’s investment. I create value for my clients by going beyond compliance to provide tangible recommendations that improve their business and minimize risk. My expertise includes due diligence, opening balance sheet valuation, purchase price allocation matters, stock options, and other equity-based compensation. I specialize in professional and business services firms, but I also serve Michigan K-12 clients and perform employee benefit plan audits.

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Specializes In

I was a competitive swimmer for 12 years. I’ve spent countless hours staring at the black line at the bottom of the pool and waking up for 5 a.m. practices. I would rather swim a mile than run one.

Additional Thoughts

IRS offers limited relief from the once-in-always-in condition for 403(b) plans
Christina Dork
Article February 13, 2019 3 min read
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
Whitepaper February 6, 2019 15 min read
Fair value measurement disclosures have been amended
Lindy Beldyga
Article February 4, 2019 20 min read