By taking the time to listen to clients and understanding key issues and their plans going forward, he is able to create solutions specifically to address those issues and importantly how they relate to the overall plan for that particular client.
Some key recent assignments and projects include:Tax advice in regards to the sale of a successful business. Preparation of management reports for board reporting and representation at board meetings.
Strategic advice to assist with the sale of a key family asset.
Valuations of various businesses, as a basis for shareholder actions, and family law settlement negotiations.