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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

Public Act 57: New reporting requirements for tax increment authorities
David Helisek
Article November 28, 2018 3 min read
GASB 87, Leases: Four steps to a successful implementation
Keith Szymanski
Article November 28, 2018 2 min read
GASB 84: Implementing the new GASB fiduciary activities standard
Webinar Tuesday, November 27, 2018; 2-3 p.m. EST 60 minutes watch