The expert’s work involves dealership-specific accounting systems, financial reporting, and operational performance analysis across automotive retail environments. This includes preparation and evaluation of forecasts, projections, and valuations related to franchise acquisitions and dealership transactions, as well as analysis of profitability, sales performance, and inventory-related financial considerations. In dispute contexts, their analysis addresses business valuation, lost profits, and financial damages, along with matters involving franchise rights, franchise operations, and automotive distribution relationships. Additional areas of work include tax and accounting issues, tax disputes, and employment-related claims such as wrongful termination and employee policy matters.

This Certified Public Accountant serves as an expert witness with over 30 years of experience in public accounting, with a concentration in automotive dealership financial operations, tax matters, and dispute-related accounting analysis. For more than 15 years, this expert has provided litigation support in matters involving automotive dealership accounting, including consultations, deposition testimony, and courtroom testimony in an expert capacity. Professional experience includes financial oversight within large automotive dealership groups, as well as public accounting work focused on dealership operations and franchise-related financial structures.

Their experience in legal matters includes evaluation of liability and damages in disputes involving dealership ownership interests, minority shareholder buyouts, wrongful termination of dealership personnel, vehicle supply and distribution issues, and valuation of automotive-related businesses, including body shops. These matters have proceeded in both state and federal courts and involve application of dealership accounting principles to assess financial performance, ownership interests, and alleged economic losses.

Professional involvement includes contributions to industry guidance through authorship of the Auto Dealership Engagement Manual published by the American Institute of Certified Public Accountants, which addresses accounting, auditing, internal control, and profitability considerations specific to auto dealerships. Additional participation includes involvement with the American Institute of Certified Public Accountants, the Maryland Association of CPAs, and the Maryland Board of Accountancy through committee activities related to compliance and professional standards. The expert holds a Certified Public Accountant designation and earned a Bachelor of Science in Commerce.