• Certified Public Accountant since 1982
• Accredited Member of American Society of Appraisers
• Accredited in Business Valuation by the American Institute of Certified Public Accountants
• Certified Valuation Analyst by the National Association of Certified Valuation Analysts
• MBA in Finance from Boston College Graduate School of Management
• Recipient of the Wall Street Journal Award for Academic Excellence by vote of the faculty of the academic department of Finance at Boston College
• BSBA in Accounting from Bucknell University
• Member of Institute of Business Appraisers
• Member of New Hampshire Society of Certified Public Accountants
• Member of American Institute of Certified Public Accountants

• Extensive business valuation experience as a self-employed professional and in CEO/CFO capacities with closely held businesses
• Chief Executive Officer of a wholesale distributor of kitchen and bath products
• Chief Executive Officer of a consulting and management services firm
• Chief Financial Officer of a provider of bulk repackaging, trucking, and warehousing services. ISO 9002 certified and made list of Inc. Magazine’s 500 fastest growing privately held companies
• Certified Public Accountant with the Big Four firm now called Pricewaterhouse Coopers in Boston and Portland offices
• Industry experience in manufacturing, distribution, transportation, warehousing, real estate, and professional services

• Provided business valuation services to numerous clients for estate tax matters, litigation support, merger/acquisition, general business planning and other reasons
• Provided assistance to CEO (and majority shareholder) in negotiating and executing sale of his business.
• Structured, facilitated and executed intergenerational transfer of ownership of a family owned business.
• Assisted client with structuring a turnaround allowing for Company to be sold. Engaged by acquiring concern to assist with matters of business strategy.
• Key leadership positions in successful turnarounds.
• Strong record of realizing solid improvements in earnings, comparing very favorably to industry averages.
• Executed debt and equity restructurings.
• Provided advisory and valuation services to a complex estate with 35+ entities.
• Serviced small to medium sized businesses in various capacities including mergers, acquisitions, real estate sales, debt restructuring, strategic planning, business plan preparation, profit improvement planning, cash management, and other.

 Client testimonials available.