Steve is the practice leader for BMF’s Transaction Advisory Services Group. He conducts engagements for buyers and investors from private equity groups, public companies, development groups, and subordinated debt lenders. He also provides business valuation and litigation support services for the legal profession and other business entities.

Specializations

• Transaction advisory services – extensive experience conducting financial due diligence including, but not limited to, quality of earnings analysis, quality of assets analysis, financial modeling and projection evaluations, purchase price and working capital adjustments.
• Financial advisory services – extensive experience preparing integrated and complex financial projections for various business purposes, such as the following: evaluating acquisition targets and impact of synergies; return on investment analysis; and, evaluating business performance by location, segment, and/or business line.
• Business valuation analysis – estate and gift tax, bankruptcy cases, family law, GAAP financial reporting, and M&A related valuations.
• Litigation / forensic accounting services – shareholder disputes, lost profits analysis, misappropriation of assets, and bankruptcy cases.

Education

• Bachelor of Science in accounting, The University of Akron

Certifications

• Certified Public Accountant (CPA)
• Certified Fraud Examiner (CFE)
• Accredited in Business Valuation (ABV)

Professional and Civic Memberships

• American Institute of Certified Public Accountants (AICPA), member
• Ohio Society of Certified Public Accountants (OSCPA), member
• Association of Certified Fraud Examiners, member
• The Northeast Ohio Chapter of the Association of Certified Fraud Examiners, Member
• Goodwill Industries of Akron, board member

Awards and Accolades

• 2015 40 Under 40 Emerging Leaders Award, The M&A Advisor

CliftonStrengths

• Context
• Achiever
• Analytical
• Deliberative
• Learner