A proud Georgia native, I was born in Atlanta, raised in Cobb County (Marietta, Kennesaw and Powder Springs), and currently reside in Gwinnett County (Suwanee). My career progression includes beginning as a tax staff accountant at a public accounting firm and pivoting to i-banking where I primarily assisted financial institutions raise capital, buy-side and sell-side M&A advice and bank valuations. Today I use that strong accounting and finance knowledge base to serve as an independent financial advisor to businesses and high net worth individuals with the objective of helping these parties make value-add decisions and solve complex problems whether it is in the form of M&A advice, the goal of problem-free compliance, or to be an expert witness to inform a judge, jury or arbitrator/mediator in a clear and educated manner.
With the heart of a teacher, I am dedicated to providing sound financial advice and services to small business and middle-market companies. In addition, I am a firm believer in lifelong education and am currently a CFA level 3 candidate and an ASA candidate.
I have served a broad spectrum of clients ranging from privately-held small businesses to larger public companies in industries including but are not limited to technology (Software, Health IT, FinTech), healthcare, manufacturing and distribution, financial services (community banking, insurance), professional services and other business services.
Services:
• Asset impairment testing - ASC 350 (goodwill/intangible asset) or ASC 360 (long-lived assets)
• Divorce
• Employee Stock Option Plans (ESOPs)
• Estate and Gift Tax
• Fairness and Solvency Opinions
• Litigation & dispute (lost profits and economic damages analysis)
• Mediation and Arbitration
• Mergers and Acquisition
• Partner buy-in / buy-outs
• Purchase Price Allocations (ASC 805 financial reporting and tax)
• SBA and other Commercial Loan Valuations
• Stock compensation valuations (ASC 718 / IRC 409a)
• Succession Planning