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Certified Professional Accountant
National Association of Certified Valuation Analysts (NACVA)
Accredited in Business Valuation

Experience

Retail/Wholesale Business
Wholesale Wine and Distilled Spirits Distribution Convenience Stores - Retail
Wholesale food processing/distribution Retail grocery
Retail fast-food and dine-in restaurants Mobile home dealerships
Retail upscale restaurants Office Supplies - Retail
Retail tire stores Plumbing & electric - Retail
Florists - Retail Stone Stores - Retail
Family clothing - Retail Furniture - Retail
Bicycle Shop - Retail Computer Store- Retail
Video Stores - Retail Building Supplies - Retail
Retail fast food Franchises Paper products - wholesale
Wholesale Specialty Metal Distributors Wholesale Metal Distribution
Wholesale Plant Nursery Wholesale Electrical Distribution
Retail Musical Instrument Sales and Repair Retail - Lighting
Retail - Jewelry Wholesale Boiler Distribution
Retail - Womens' Gifts and Accessories Wholesale - Power Transmission Components
Retail - Mens' Clothing Wholesale Communications/ Electrical Components Supply
Wholesale - Industrial Filters and Strainers Industrial Packaging Distributor
Retail Kitchen Accessories Distributor Women's Beauty Products
Used Automotive Parts Dealer Automotive/Industrial Parts Suppliers
Financial
Mortgage companies Investment Firms/Entities
Financial institutions (banks) Real Estate Entities
Analytics firms Pension Advisors
Real Estate Brokerage Firms Real Estate Franchisor Entity
Manufacturing Companies
Beverage - Water Bottling Mining- quarries
Commercial printing concerns Synthetic stone manufacturing
Hydraulic pumps Food Products/Processing
Packaging products Fireplaces/accessories
Pallet manufacturing Cleaning Products
Compressor Remanufacturing Newspapers - Publishing
Roof Truss Manufacturing Specialty Products - Collectors' Items
Specialized Machinery - Manufacturing and Dist. Commercial Printing - Screenprinting
Outdoor Equipment Manufacturing and Sales Metal Fabrication
Textile Laminating and Finishing Biotechnology Companies
Chemical Solutions - Paste Wax, Boat Mold Components Speciality Metal Fabrications - Steel Wire and Related Products
Beverage Industry Water Bottling Company
Water Bottling Industry Marine Dock Manufacture
Adhesives and Sealants Aluminum Fabrication
Hi-tech Security Products
Construction and Related Entities
Construction - Grading Construction - Tower Erection
Construction - Plumbing Subcontracting Construction - Motel Renovations
Construction - Roof Truss Erection Construction - Residential Family
Construction - Pipelines Construction - Subdivision Development
Construction - Water Line Installation Construction - Cabinets and Countertops
Construction - Railroad Maintenance/ Repair Construction - Real Estate Development
Construction - Electrical Contractors Construction - Pools and Spas
Construction - Floor Coverings Construction - Tile Repair and Installation
Landscaping - Highway Grassing Water Well Drillers
Landscaping Companies
Professional Firms
CPA firms Architectural firms
Veterinarian Practices Insurance Entities
Environmental Engineering Firms Management Consulting - Health Care
Management Consulting - Actuarial, Benefits, Compensation, Retirement Dental Practices
Repro Graphics and Blueprint Services Attorney Firm
Environmental Consulting Firm
Miscellaneous Industries
Propane Gas Distributors Electrical Contractors
Retail Tire Stores Car Washes
Liquor Stores Day Care Centers
Marinas Heating and Air Contractors
Educational - Language Training, Testing, and Evaluation Air Balancing and Testing, Air Change Studies, Pollution Measurement
Educational - Executive Language Training Center Pest Control
Software Development, Licensing, and Installation Internet Sales and Service
Commercial Cleaning/ Maintenance Check Cashing Stores
Dry Cleaners Water Systems Entities
Montessori School Waste Management
Auto Wrecking Company Water Well Drillers
Personal Fitness Centers Bid Solicitation - Equipment and Waste (Web-based)
Beauty Salons Beauty Salons - Upscale
Software Development - Electric Utility Software Consulting and Licensing
Biotechnical (Pharmaceutical) High-End Electronics Sales and Installation
Safety Inspection Services - School Buses
Healthcare Entities
Several community hospitals
Nursing homes and assisted living facilities (21 nursing homes and 4 assisted living facilities)
Rehabilitation services (various rehab services provided to nursing homes)
Medical supply (products primarily sold to nursing homes and assisted living facilities)
Home health care entities
Hospital-based physician practices - pathology, radiology, anesthesiology, emergency physicians, hospitalists
Physician practices - ophthalmologists, internal medicine, family practice, general practice, dermatology, plastic surgery, urology, vascular surgery, mental health/ psychology
Physical therapy groups
Medical billing services
Pharmacy - retail
Trucking/Transportation
Retail/wholesale Auto Parts Trucking Companies
Retail/wholesale Truck Parts Moving/storage
Air Transportation Companies - Nonscheduled Flights Air Transportation Companies - Asset Holding Entities
Freight Transport Arrangement Auto Dealerships
Driving Schools Trucking - Local
Other
Family limited partnerships and Family LLCs:
  • Marketable securities
  • Real estate
Intentionally defective grantor trusts
Residuary and credit shelter trusts
Charitable Remainder Trusts