Chuck has been providing business valuation and accounting services to clients for over nine years. Chuck specializes in the valuation of closely-held corporations, limited liability companies, and (family) partnerships for gift and estate tax planning purposes, ownership transfers, buy/sell advisory services, charitable donations, and succession planning. He has performed valuations in the retail and restaurant, distribution and transportation, craft brewery, automotive, manufacturing, financial institutions, real estate, business services, construction, health care industries and more. Chuck has significant financial reporting valuation experience related to stock compensation (IRC 409(a) and ASC 718), acquisition accounting (ASC 805), goodwill impairment (ASC 350), and indefinite-lived intangibles. Chuck graduated from Clemson University with his B.A. Degree in Accounting and a minor in Finance. He also obtained his Masters of Accountancy Degree from Clemson University. Chuck earned his Certified Public Accountant (CPA) designation in January 2015 and his Accredited in Business Valuation (ABV) designation in March 2016.
Prior to his consulting career, Chuck performed a variety of auditing services for clients including external audits of financial institutions, manufacturers and distributors, general contractors and subcontractors, employee benefit plans, and non-for-profits. He also performed internal audits and compliance audits for financial institutions.