Member Directory

I work closely with privately-held businesses ranging from early-stage growth companies to mature, profitable enterprises, helping owners strengthen both after-tax cash flow and long-term enterprise value through proactive tax strategy and structural planning. My expertise includes optimizing entity structure, compensation planning, tax credits and incentives, real estate strategies, and capital gains deferral — all with an eye toward reducing owner dependency and improving financial clarity. To make a business repeatable and sustainable, I help owners implement systems-driven tax and financial processes, improve cash flow predictability, and align incentives with scalable operations rather than individual effort. To enhance transferability, I focus on clean financials, separating personal and business finances, and reducing tax friction for a smooth transition.