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Experience

I specialize in valuation services related to transactions. My team and I often get involved pre-LOI to help clients assess potential normalization adjustments and preliminary value ranges. When the client is successful in acquiring the target company, we help with the financial reporting valuations needed for their opening balance sheet. If the opening balance sheet projects require equipment and real estate appraisals, I work with tangible asset experts to help with those components of the analysis and consolidate their results with the intangible asset values that my team and I develop.
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Specializes In

I enjoy reading about nutrition, and bet I’m one of the only partners at the firm who eats a predominantly vegetarian diet. Although, it’s hard for me to turn down my father-in-laws’ famous (in our family) BBQ ribs.

Additional Thoughts

The physician compensation conundrum
Matt Wescott
Article May 31, 2017 4 min read
FASB releases update: What you need to know about not-for-profit contributions
Christina Hardy
Webinar August 21, 2018; 11 a.m.-12p.m. EDT 1 min read Upcoming
New excise tax on compensation paid by tax-exempt organizations
Lynne Huismann
Article August 17, 2018 3 min read
Transitioning the lab from a clinical partner to a business partner
Duane Fitch
Article August 17, 2018 3 min read