Title: ESOP Leader
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Dan is our firm’s ESOP practice Leader. When Dan is not solving a client problem, you will find him spending time with his family, golfing, traveling, as well as coaching and playing hockey.
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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