Certified public accountant and financial expert with more than 25 years of professional experience in accounting, business valuation, and forensic financial analysis, this expert evaluates financial records, valuation methodologies, and fraud-related issues in legal matters involving financial disputes and business interests. The expert has experience providing litigation support through consultation, deposition testimony, and courtroom testimony related to business valuation, divorce financial analysis, and fraud examination.

Professional expertise centers on business valuation and financial analysis across a wide range of industries and organizational structures. The expert has conducted valuations for matters involving shareholder buy-outs and buy-ins, sales of companies or professional practices, estate tax filings, and litigation disputes. These valuation engagements have involved organizations in sectors such as healthcare services, insurance brokerage, manufacturing, engineering firms, wholesale food distribution, hospitality supply, professional services, and other closely held businesses.

Another focus of the expert’s work involves forensic accounting and financial investigations related to fraud and financial misrepresentation. The expert has overseen numerous fraud examinations involving analysis of financial transactions, accounting records, and organizational financial controls. Experience also includes financial analysis in divorce litigation, where the expert has assisted in developing settlement strategies, tracing assets, analyzing bank and credit card records, and evaluating business interests as part of marital financial disputes.

Professional activities include contributions to the field of business valuation through publications and presentations addressing valuation methodology and financial analysis in legal disputes. A valuation methodology developed by the expert for determining personal goodwill has been published in national valuation publications and discussed in professional conferences. The expert has also published commentary addressing family law financial issues and business valuation topics for legal and professional audiences. Certified Public Accountant. Certified in Financial Forensics. Certified Fraud Examiner. Certified Valuation Analyst. Accredited in Business Valuation. The expert holds a bachelor’s degree in accounting and completed additional accounting coursework required for CPA licensure. Professional memberships include the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners. The expert has provided testimony in hearings and trials in multiple counties in Florida in matters involving business valuation, fraud examinations, and financial disputes.