Mike has the same drive for his clients’ success as they have for building their companies and achieving their goals. He is especially known for his financial reporting, dispute resolution, and ESOP work with companies in the technology media and telecommunications, semiconductors, industrial products, food and retail, and professional services sectors.
Mike’s clients count on him for his insight and technical acumen when dealing with complex securities and capital structures, unique and challenging valuation issues, and complicated businesses. His expertise extends to the valuation of intangible assets for financial reporting, valuation of business interests for tax reporting and planning, and litigation support for trials and arbitrations with a particular emphasis on ESOP’s .
Prior to Acuity, Mike represented trustees in ESOP disputes with the Department of Labor, conducted fairness and solvency opinions on behalf of company boards, and prepared and reviewed purchase price allocations for financial reporting for public and private equity backed companies.
Licensing and Credentials
- Series 63 & 79 Securities Licenses
- Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants
- B.S., Finance, California State Polytechnic University, Pomona
- American Society of Appraisers (ASA)