CA, CPA, CBV
Founder
“If somebody is selling their business or facing a litigation battle and a valuation is needed — that’s real life — and that valuation will impact your future. To me it’s vital to understand what your business is worth.”
ICD.D, CFA, CBV, MBA
Principal
“When it comes to selling your business, structuring and financing will make the difference between listing your business and closing the sale. I love finding interesting solutions for business owners.”
Administrative Specialist
“I’m a happy person who thrives on working with people and tackling challenges. It sounds simple, even cliché, but it’s truly what allows me to excel.”