Jonathan provides business valuation, consulting and litigation support services for public companies, closely-held corporations, limited liability companies, and partnerships for purposes related to gift and estate tax planning, mergers and acquisitions, buy/sell agreements, shareholder disputes, breach of contract, economic damages, and family law.

Jonathan maintains the Certified Fraud Examiner (CFE) credential, which denotes proven skills in preventing, detecting and investigating fraud.

Prior to joining BMF, Jonathan was a Senior Consultant for a national CPA and consulting firm, providing valuation and litigation support services. Specializations

• General Business valuation services
• Valuations for gift and estate tax planning
• Valuations for shareholder disputes
• Litigation support
• Lost profit and economic analysis
• Forensic/investigative accounting

Education

• B.S.B.A., magna cum laude, Accounting, Tennessee Tech University
• B.S.B.A., magna cum laude, Finance, Tennessee Tech University

Certifications

• Certified Public Accountant
• Accredited in Business Valuations
• Certified Fraud Examiner

Professional and Civic Memberships and Activities

• American Institute of Certified Public Accountants, member
• Ohio Society of Certified Public Accounts, member
• Association of Certified Fraud Examiners, member
• Estate Planning Council of Cleveland, member
• Financial Consulting Group, member
• Project Outrun, board member/Treasurer

Awards & Accolades

• 30 Under Thirty Honoree, National Association of Certified Valuators and Analysts (NACVA), 2023

CliftonStrengths

• Strategic
• Futuristic
• Self-Assurance
• Arranger
• Belief