Jeff has 30 years of accounting experience, with a focus on providing services as an accredited business appraiser, forensic accountant, litigation consultant, and expert witness. For the past 20 years, his career has been focused on performing business valuations, accounting investigations, and damage calculations; preparing hundreds of expert reports and appraisal reports; and providing accounting and financial expert testimony.
Jeff’s valuation experience includes appraising hundreds of closely-held businesses; professional/medical/dental practices; ownership interests in family investment holding companies; and assets for purposes including: buy-side and sell-side transactions; qualified appraisals for gift and estate tax filings; stock incentives; buy/sell agreements; expert reports for divorces and stockholder disputes. He is an experienced expert witness in commercial cases and divorce cases.
His deep commercial litigation experience also has a broad scope. He has calculated lost profits, lost compensation, and other economic damages. He has prepared over 100 damage reports and is also an experienced expert witness in commercial damages cases, retained by defendants and plaintiffs.
Jeff received both his undergraduate accounting degree and Master of Business Administration from Michigan State University. He is a licensed CPA and earned the Accredited in Business Valuation (ABV) and the Certified in Financial Forensics (CFF) Credential through the AICPA. He is a member of the AICPA Forensic & Valuation Services Section. Jeff is also a member of the Expert Resource Connection (ERC), an invitation only, limited member group formed by four nationally recognized forensic accounting professionals for the purpose of sharing resources and collaborating on engagements and best practices. ERC members focus on providing litigation support services to trial lawyers.
Industries/clients served include manufacturers and distributors, construction, technology, retail, service providers, insurance brokers, transportation firms, automotive dealers and suppliers, staffing, food and franchisees, professional practices, and healthcare, including dental, dermatology and surgery centers. He also has five years of corporate experience with a $3-billion manufacturer and was an appraiser with a large CPA firm for five years.