Professional Statement
Combines technical valuation expertise with extensive executive leadership experience. Background as a business owner, chief executive officer, chief financial officer, public accountant, and valuation analyst provides a practical perspective when evaluating privately held companies and determining fair market value. This combination of technical training and real-world business experience allows assessment of value from both an analytical and operational perspective.
Professional Experience
Principal Valuation Analyst
- Business valuations for estate and gift tax planning
- Fair market value determinations
- Shareholder transaction valuations
- Buy-sell agreement valuations
- Business acquisition and sale consulting
- Succession planning and ownership transition consulting
President / Chief Executive Officer / Owner
- Responsible for strategic planning, financial management, operations, sales, marketing, and organizational leadership.
- Oversees capital investments, risk management, and growth initiatives.
- Leads an AISC-certified structural steel fabrication company serving industrial, commercial, bridge, and specialty construction markets.
Chief Financial Officer
- Oversaw financial operations for a $180 million international ingredient manufacturing facility.
- Managed finance, accounting, budgeting, forecasting, and strategic planning initiatives.
- Orchestrated the valuation and sale of the company in 2011.
Tax Staff Accountant
- Performed tax compliance and planning services.
- Participated in audit and assurance engagements.
- Provided accounting and consulting services to privately held businesses.
Commercial Construction / HVAC Industry
- Participated in commercial construction projects involving HVAC fabrication and installation.
- Developed practical experience in construction operations and project execution.
Business Valuation Experience
Performed valuation engagements involving a broad range of privately held businesses and industries. Valuation assignments have included fair market value analyses for estate and gift tax planning, ownership transfers, shareholder transactions, business succession planning, buy-sell agreements, ROBS transactions, and strategic decision-making purposes.
Representative Industries Valued:
- Manufacturing
- Structural Steel Fabrication
- Construction and Specialty Contractors
- Residential Home Construction
- Hospitality (Hotels, Restaurants, and Lodging)
- Aviation and Regional Air Services
- Landscaping and Outdoor Services
- Professional Services
- Retail Businesses
- Distribution and Wholesale Operations
- Closely Held Family-Owned Businesses
Professional Memberships
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- National Association of Certified Valuators and Analysts (NACVA)
Professional & Civic Leadership
- Central Fabricators Association (CFA) – Board Member
- YMCA of La Crosse Area – Board of Directors
- La Crosse Area Chamber of Commerce – Board of Directors (2019–2025)
- City of La Crosse Citizens Review Board – Board Member
- Western Technical College Foundation – Board Member