As a principal in our privately held business group, my goal is to unlock potential and achieve long-term growth for my clients. I bring over 22 years of experience in public practice, providing private companies and high net worth individuals with financial reporting, tax and business advisory services. My particular focus is on the real estate, construction, property development and management, and hospitality industries.
I work closely with owners and management teams to ensure their needs are met throughout the year by helping them explore new ideas and resources in pursuit of growth opportunities. I’m pleased to assist my clients with a range of advisory services, including: corporate restructuring to assist with asset protection and tax strategies; cash flow projections and working capital determination to support new projects and acquisitions; management remuneration and key employee retention planning; and assistance with sale of the business and calculation of net asset value.