Jeanne Taylor, CPA, CVA®, CM&AA, CEPA®
Aldrich CPAs + Advisors
- Closely-held businesses
- Tax minimization strategies
- Strategic tax planning and compliance
- Certified Exit Planning Advisor (CEPA)
- Certified Mergers & Acquisitions Advisor (CM&AA)
- Certified Business Valuation Analyst (CVA)
- Certified Public Accountant
Jeanne has over 25 years of experience as a CPA tax advisor and business consultant. She is also a Certified Business Valuation Analyst, Certified Mergers & Acquisitions Advisor, and Certified Exit Planning Advisor. She works with small and midsize businesses to manage their accounting, minimize their taxes, and help them manage their business efficiently and grow.
Jeanne has 15 years of experience in providing business valuation, business sale, management/partner buy out and merger and acquisition advisory services to clients. She assists both business purchase clients and sellers in determine a reasonable value for the business, projecting cash flow, negotiating a tax minimization purchase and sale structure, and due diligence procedures. Jeanne also provides exit planning services to help clients maximize the value of their businesses one to five years before marketing the business for sale.
Jeanne graduated with her Bachelor of Science degree in accounting from California State University Los Angeles.