Financial Expertise for Professional Services and the Built Environment

I assist firms such as architecture and engineering firms, general contractors, captive sales agencies, law firms and medical practices in valuation, ownership transition and capital strategy.

A typical client might be a small-to-medium-sized firm with a handful of senior partners who want to retire and need to know how to transition the business to the next generation of leadership.  Based on management and employee interviews and a detailed review of a firm's financials, I develop and present the financial strategy for the transition, including valuation and the mechanics of transfer of shares or membership units.

Note: Non-ESOP architecture and engineering firm work is provided through Morrissey Goodale LLC.