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Expert is currently:
- President of a valuation and succession planning firm serving closely held businesses and their owners.
- President of a dealership profitability consulting firm.

Expert’s experience includes:
- Seven years as Chief Financial Officer for a well-respected Top 50 dealership group known for its world class customer experiences and business processes.
- Nineteen years with an accounting firm including roles as shareholder, Chief Operating Officer, and Director of Business Valuation and Litigation Support Services.
- Consulting work for hundreds of companies in an array of industries including but not limited to: retail dealership, casualty insurance, distribution, manufacturing, construction, insurance, reinsurance, service, non-profit, bank, retail, tool and die, technology, trucking and warehouse.

Expert is a CPA, MBA and has professional accreditations including:
- Accredited in Business Valuation (ABV) from the American Institute of Certified Public Accountants (AICPA)
- Accredited Senior Appraiser in Business Valuation (ASA-BV) of the American Society of Appraisers
- Certified in Financial Forensics, AICPA (CFF)

Expert’s expertise leverages both his professional and hands-on industry experience as a Chief Financial Officer for a $500 million dollar business. Expert’s expertise and experience includes buying, selling and integrating of businesses; managing businesses; succession planning, business and intangible asset valuation for strategic transactions; income, gift and estate tax; owner transactions and litigation purposes.

Expert is a qualified expert witness with experience in complex business litigation, economic damages calculations, business valuation and intangible asset valuation. Recently, Expert was a valuation expert in the greater than $100,000,000 damage award class action cases.