30+ years of providing technical expertise for valuation, planning, and compliance. Clients across the U.S. include corporations in an array of industries, attorneys, and CPAs. 

Responsive consulting on exit planning, ESOP formation, and business strategy.

Specialized expertise in purchase price allocations (ASC 805) and ESOPs in all industries.

Frequent speaking engagements on valuation, fiduciary requirements, and employee ownership topics.

Recognized executive consulting to corporations in varying industries and to ESOP trustees.

Membership in various national and regional appraisal, industry, and employee ownership organizations.