Mike specializes in assisting both public and private corporations, lenders, and law firms with analysis, understanding, and resolution of complex financial issues. His primary focus is assisting clients with financial reporting and tax reporting endeavors. Mike has considerable knowledge of accounting guidance and U.S. GAAP requirements that drive valuation needs for publicly-held and privately-held entities. He also has extensive experience valuing assets for tax reporting purposes. His work regularly withstands scrutiny from the SEC, IRS, external audit reviews, and other triers of fact.

Prior to joining BMF, Mike served as a Senior Manager in the Valuation and Corporate Services Practice at an independent advisory firm focused on compliance solutions, financial crimes and valuation consulting. He also brings 8 years of public accounting experience where he concentrated in business valuation, litigation advisory, complex damages analysis and modeling, succession and estate planning, and transaction due diligence. Mike is Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants.

Specializations

• Purchase Price Allocation (ASC 805)
• Goodwill and other Asset Impairment (ASC 350/360)
• Stock Option Valuation (ASC 718)
• IRC Section 409A
• Estate and Gift Tax Reporting
• Economic Damage Analysis
• Shareholder Disputes
• Business Succession Planning
• Transaction Due Diligence
• Buy/Sell Agreements

Education

• Bachelors in Business Administration in Accounting, Kent State University

Certifications

• Certified Public Accountant
• Accredited in Business Valuation

Professional and Civic Memberships

• American Institute of Certified Public Accountants (AICPA), member
• Ohio Society of Certified Public Accountants (OSCPA), member
• First Tee® of Cleveland, Ambassador’s Committee

CliftonStrengths

• Restorative
• Arranger
• Relator
• Analytical
• Futuristic