• Master of Business Administration, University of North Florida
• Bachelor of Business Administration, University of North Florida

Experience

Valued more than 100 privately held entities for various purposes including management planning, federal estate and gift tax reporting, litigation support, mergers and acquisitions, and employee stock ownership plans. Appraisals were performed using the going concern, net asset, and market comparable approaches. Valuations included economic, industry, and company specific analyses and forecasts.

Experienced in the determination of the value of various financial securities including common stock and debt instruments, preferred stock, convertible securities, warrants, and options.

Provided financial consulting services to middle market companies such as the preparation of SBA loan proposals, information memorandums, and business plans for companies seeking capital.

Developed detailed monthly and annual financial models and performed scenario analysis to support strategic planning. These financial models were used for various purposes including entering new markets, introducing new products, and evaluating acquisition candidates.

Professional Licenses and Memberships

• FINRA Series 7 General Securities Representative

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