Educational and Professional Background

Certified Public Accountant – New York State – License # 057168
Accredited in Business Valuation (ABV) – Certificate # 3480
Certified in Financial Forensics (CFF) – Certificate # 3585
New York Licensed Real Estate Agent – Id # 40SH1145583
Post Graduate – Courses in Computer Information Systems – Hofstra University, Hempstead, NY
MBA in Finance – Hofstra University, Hempstead, NY
B.S. in Accounting – NYIT, Old Westbury, NY
AICPA National Business Valuation School – 45 Hour Course

Career Experience

Accounting Solutions, CPA – Managing Director
The Magazine Consultancy, Inc. – Executive Vice-President
Laventhol and Horwath, CPA – Supervisor Small Business Advisory Department

Professional Associations 

Member of the American Institute of Certified Public Accountants – AICPA
Member of the New York State Society of Certified Public Accountants – NYSSCPA
Member of the Valuation and Litigation Support Committee – NYSSCPA
Member of the Real Estate Committee – NYSSCPA
Member of Long Island Board of Realtors – LIBOR

Valuation Experience

Twenty-five years of both private and public experience focused on assisting entrepreneurs in evaluating business decisions including:

• Formalizing Business Plans for new entities and/or new divisions
• Preparing Prospectus for securing equity investments or loan financing
• Due diligence services on potential acquisitions
• Projection and ROI analysis on potential acquisitions
• Determining investment value on potential acquisitions
• Assist in the acquisition or sale negotiations
• Performing valuations of closely held business entities
• Industry specialty in mortgage, construction, real estate, medical, retail and advertising industries

Military

USMC – (1981-1985) Honor Graduate both years at Officer Candidate School (PLC) 1982 & 1983, Honor Graduate for both Basic Training and for M.O.S. School (Reserves) 1981.