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Experience

A good day for me is when I think, “I’d do this for free,” because I know I made a difference to my clients’ companies and shareholders. When you work with a privately held business owner, you know that their business is a significant part of their life. As a result, not everything is solely a business decision. Sometimes the path forward might have two correct answers, with the right decision being the one that’s more closely aligned with the owner’s personal goals. I provide ownership groups and management teams with advice around many types of decisions, including those related to business investments, succession plans, and buy-side and sell-side transactions.  

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Specializes In

I love the outdoors, and enjoy adventure! I’ve been bungee jumping and flyboarding in Florida, canyoning in Switzerland, zip lining in Costa Rica, and I plan to dive with great white sharks off the coast of South Africa. 

Additional Thoughts

Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen
Connected manufacturing: Top floor to shop floor
Doug Hockenbrocht
Webinar August 15, 2018 60 min watch
GASB 89: Changes to interest cost capitalization
Katie Thornton
Article August 14, 2018 2 min read