MEET JOHN

MEET JOHN

With more than 15 years of financial advisory and analysis experience, John specializes in serving business owners, attorneys, and financial planners in need of a business valuation of closely-held businesses. John has actively performed over 400 business valuations in a variety of industries including, automobile dealerships, automotive suppliers, financial services, life science, manufacturing, professional services, real estate and construction, and technology.

In addition to his primary client serving responsibilities, John has trained co-workers on various business valuation and financial accounting related topics.

Education

Bachelor of Science, University of Evansville

Professional Affiliations

Financial Consulting Group (FCG)

Massachusetts Society of CPAs

National Association of Certified Valuators and Analysts (NACVA)

HOW JOHN CAN HELP

HOW JOHN CAN HELP

John serves clients in a variety of contexts including:

Tax and Reporting Valuation Services

  • Gift, Estate and Charitable Donations
  • S-Corporation Elections
  • Family Limited Partnerships
  • Undivided Interests
  • Executive Compensation
  • Estate/Succession Planning

Litigation Support:

  • Economic Damages/Lost Profits
  • Shareholder Disputes and Business Separation
  • Matrimonial Litigation

Other Valuation Services

  • Merger and Acquisitions
  • ESOPs
  • Shareholder Agreements
  • Buy/Sell Agreements
  • Recapitalization Transactions
  • Financial Modeling