Michael P. Mesch, CPA/ABV, AM, CFF
Terry, Lockrdige and Dunn
2225 Mormon Trek Blvd, Suite 200
Iowa City, IA 52246
Ph. 319-339-4884
Fax 319-358-9113
Occupation:
Managing Partner – Business Valuations and Advisory Services - Terry, Lockridge and Dunn
Practice Areas:
· Preparation of business valuations for:
o Estates and gifting
o Buy/sell agreements
o Litigation support
§ Matrimonial
§ Damages calculations
§ Shareholder disputes
o Phantom stock agreements
o S corporation elections
· Representation before the Internal Revenue Service
o Defense of valuation reports
o Audits
o Resolution of outstanding tax liabilities
· Consulting Services
o Forensic accounting services
o Business financial review
o Exit planning
o Estate planning
o Financial forecasting
o Entity selection
Mr. Mesch is an accredited member of the American Society of Appraisers. He has been a practicing accountant and business consultant for the past ten years.
Terry, Lockridge and Dunn practices in the areas of taxation, tax planning, accounting, investment banking, business and financial consulting. The firm provides services to both individuals and businesses worldwide.
Previous Work Experience:
Senior Accountant - Wilkerson, Guthmann + Johnson, Ltd. Accounting Firm, Minneapolis, MN
Practice Areas:
· Preparation of business valuations
· Tax return preparation
· Attest services including; audit, review and compilation work
Bachelor of Business Administration, University of Iowa – December 2000
Dual Major – Finance and Economics
Minor – Political Science
Completion of Uniform CPA Examination – November 2003
Completion of Accreditation in Business Valuation Exam – December 2005
Certification in Financial Forensics – Summer 2008
Accredited Member of the American Society of Appraisers - Summer 2009
AFFILIATIONS
- American Institute of Certified Public Accountants
- Iowa Society of Certified Public Accountants
- Hawkeye Chapter of Iowa Society of Certified Public Accountants
- Member - American Society of Appraisers
- Member - Cedar Rapids Estate Planning Council