Member Details

I lead CriticalPoint’s Valuation Practice, specializing in gift & estate tax, ESOPs, fairness opinions, and financial reporting valuations. With 18+ years of experience, including nearly 12 years at EY, I provide independent, defensible valuations for attorneys, CPAs, and financial advisors.

I also support middle-market investment banking and capital markets needs for transactions ranging from $20M to $300M.

Accredited Senior Appraiser (ASA - BV) | MBA, University of Rochester

Business valuation, gift & estate tax valuation, ESOP valuation, fairness opinions, financial reporting valuation, purchase price allocation (PPA), ASC 805 valuation, goodwill impairment testing, ASC 350 valuation, ASC 718 stock-based compensation valuation, IRC 409A valuation, portfolio valuation, private equity valuation, venture capital valuation, fund valuation, investment banking, buy-side advisory, sell-side advisory, M&A valuation, capital markets advisory, deal origination, recapitalization valuation, transaction advisory, technology valuation, healthcare valuation, life sciences & biotech valuation, aerospace & defense valuation, digital infrastructure valuation, manufacturing valuation, logistics & transportation valuation, consumer products valuation, professional services valuation, financial services valuation, Accredited Senior Appraiser (ASA – BV), business appraisal, private company valuation, IRS valuation, SEC valuation, mid-market valuation, exit planning valuation, capital raising valuation, business succession planning.