Meet Our Professionals

Business Advisory

Write to Jeanne
X
Expertise:
  • 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

Write to Doug
X
Expertise:
  • Telecommunications
  • Utilities
  • Certified Exit Planner (CEPA)
  • Certified Public Accountant
  • Business transition and succession planning

Write to Kate
X
Expertise:
  • Healthcare practice assessments
  • Risk and compliance assessments
  • Clinic operational assessments
  • Practice profitability improvement
  • Dashboard and key performance indicators
  • Strategic planning for healthcare organizations
  • Practice management and CEO services
  • Multi-specialty and single specialty clinics
  • Private medical practice management
  • Practice adminstration and revenue cycle
  • Medical practice start-ups
  • Analysis of ancillary services

Write to Michelle
X
Expertise:
  • Modeling and rate design studies
  • Telecommunications and utilities
  • Public utility, regulatory matters and tariff administration
  • Certified Rate of Return Analyst (CRRA)