I began my career in the audit practice of Coopers & Lybrand in 1985, but my first assignment with the firm was a valuation engagement. I was intrigued by the valuation profession and, within 18 months of starting with the firm, transferred into the valuation services practice. While I’ve had opportunities apply my analytical skills to a wide variety of advisory, litigation, and restructuring assignments since then, valuation has remained my core financial competency and professional focus.
In 1998, when I was working with Deloitte, I shifted the primary focus of my work to the restaurant industry. I’ve maintained that industry focus ever since.
In 2004 I founded my own practice, a valuation and advisory practice dedicated to the analysis of restaurant businesses and business interests. That was over a decade ago. Time flies, eh?
Looking back, it’s been a great career
I’m one of those lucky people who have a passion for their profession.
I thrive in the solo-practitioner model. My practice has served as a great client-service platform; while affording me professional success, and the ability to live my life, on my own terms.
My practice is my passport to adventure. There is nothing I would rather do than fly to a meeting with clients to offer an objective perspective; or identify and frame the key financial issues in a dispute or restructuring; or testify at a hearing; or speak at an industry conference.
I’ve been fortunate to have worked with some great professional colleagues, industry professionals, and clients. Many of whom are among my closest personal friends today. If one of you is reading this, thank you. It’s been a hoot.
My next step
Now I am developing publications and practice aides to assist others in developing their own franchise restaurant valuations.
A free preview of the Three Keys to Franchise Restaurant Valuation is available at the top of this page. Just enter your contact information and I’ll send it along, as well as keep you up to date on additional resources as they become available.