As a leader in the firm’s tax due diligence transaction practice for private equity companies and strategic mergers and acquisitions, I regularly consult on transactional tax matters, such as analyzing the differences between asset sales and stock sales, purchase price allocations, transaction document issues, transaction costs, and business tax; I also conduct buy-side and sell-side due diligence. In addition to private equity groups, I also serve clients in the manufacturing and food and beverage industries.
I was attracted to a career in public accounting because I enjoy identifying problems, building effective processes, and helping people learn. My due diligence work fits particularly with this as I’m able to assist clients by identifying and mitigating risks in the companies they’re looking to acquire. My clients appreciate that I’m able to work on complex tax structuring and tax planning projects related to their mergers and acquisitions, and that I often anticipate issues before they become problems.
Around the office, I’m known for my efforts to develop staff — I enjoy helping them learn and grow. My colleagues awarded me the firm’s internal John Zuiderveen “High 5” award for demonstrating qualities of pioneering, commitment, and enthusiasm.
With nearly 15 years of experience, I’m a member of the Michigan Association of Certified Public Accountants, American Institute of Certified Public Accountants, and Association of Corporate Growth West Michigan, where I’ve spoken on exit-planning strategies for PEGs and tax reform. I received both my B.S. in business administration and M.S. in accountancy from Western Michigan University, and Masters of Tax from Grand Valley State University.
When I’m not helping clients, I enjoy spending time with my family and coaching my kids’ athletic activities. I also enjoy staying active by biking, running, swimming, golfing, and competing in triathlons.
