Advisors > Mergers & Acquisitions

Dan Markowitz

Name: Dan Markowitz
Company: Boulay
Title: ESOP Partner
Email: dmarkowitz@boulaygroup.com

p: 952.841.3027
f: 952.841.2946
7500 Flying Cloud Drive
Suite 800
Eden Prairie, MN 55344
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Dan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan analyzes business operations to provide recommendations for enhancing overall business performance, and he provides financial and consulting services to ESOP companies, including ESOP feasibility studies, ESOP sustainability projects, repurchase obligation studies, and managing annual ESOP administration. Dan also leads the due diligence team in evaluating the financial and operational reporting system of acquisition target companies, and he assists clients with merger and acquisition activities, including deal structuring, tax impact of transaction, and quality of earnings reports. Dan enjoys spending time with his family, golfing, traveling, and coaching and playing hockey.

Education

Dan has a Bachelor of Arts degree in Accounting from The Pennsylvania State University and a Master of Business Administration degree in Economic and Fraud Management from Utica College. He is a member of the ESOP Association, the National Center for Employee Ownership, the Minnesota Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Dan also sits on the Board of Directors for the Minnesota Retailers Association.


Expertise

Dan specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan analyzes business operations to provide recommendations for enhancing overall business performance, and he provides financial and consulting services to ESOP companies, including ESOP feasibility studies, ESOP sustainability projects, repurchase obligation studies, and managing annual ESOP administration. Dan also leads the due diligence team in evaluating the financial and operational reporting system of acquisition target companies, and he assists clients with merger and acquisition activities, including deal structuring, tax impact of transaction, and quality of earnings reports.

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