Member Details

 

West Coast Managing Director in the Valuation Services Group at CFGI. My areas of expertise include valuations for financial reporting, estate & gift transactions and reporting, tax reporting and compliance, acquisitions, joint ventures, divestitures, reorganization / restructuring, valuation consulting, business succession planning, intellectual property transfers or sale, charitable contributions, lending and financing, and shareholder disputes. Our group performs valuation analyses for public companies, equity sponsored companies, closely held private companies, start-ups, and high net worth individuals.

CFGI - a portfolio company of the Carlyle Group and CVC - is an established national leader in providing operational finance and technical accounting services. Our clients range from pre-revenue private start-up companies to Fortune 100 public companies, including various private equity firms and their portfolio companies. We work with finance leaders during every stage of the business lifecycle to solve complex business challenges. CFGI is one of the largest non-audit accounting advisory and transaction advisory firms. CFGI's key areas of expertise include:

» Accounting Advisory
» Due Diligence - Buy side / Sell side (QofE)
» Valuation Services
» Tech Transformation Assessments & Planning
» Financial Operations
» Interim Management
» Robotic Process Automation
» IPO Readiness
» Risk Advisory Services
» Cybersecurity
» Corporate Tax

CFGI specializes in accounting advisory, transaction advisory (QofE / diligence), and business transformation (FP&A, forecasting, and systems implementations). Valuation expertise includes FMV and FV, fair market value, fair value, GAAP, financial reporting, tax reporting, M&A, arbitration, mediation, shareholder buyout, IRS, gift, estate, tax, 805, 350, 409A, IRC, Real Estate, portfolio, mark to market, private equity, merger, acquisition, and consultative