INTRO: FULL-SERVICE VALUATION FIRM IN SOUTHERN CALIFORNIA

Hi everyone, I am new to SearchFunder and am already seeing the breadth of great information to be had here on this corner of the market! I appreciate the opportunity to be a part of the community. I'm looking forward to learning more and meeting some local Searchers after we are past the COVID craziness.

My professional focus is in business valuation and financial analytics. I am a director/partner in a full-service valuation firm located in Southern California called Helios Consulting, Inc. and the founder of ValuAnalytics, LLC, which provides a cost-effective valuation analytics alternative for clients who would like to perform their own valuation work. Prior to staking out on my entrepreneurial journey, I spent five years at RSM, helping to lead the firm's valuation practice in the west region. In my prior life I worked out of smaller firms boutique valuation firms providing valuations for tax and litigation purposes.

While I'm currently living and working out of LA County, I have roots in New Jersey where I started my career almost 15 years ago. My focus has been in private companies in the middle market space. I have worked with clients in many industries, but I have particular interest and experience across most facets of the consumer products space (i.e., manufacturers, distributors, restaurants, CPGs, etc.). Most of the valuation work I have completed has been compliance related for financial reporting, tax reporting, or some other internal planning purposes. I have also performed valuation calculations for clients looking to confirm internal valuations of acquisition targets for internal approval purposes in the U.S. and for China-based buyers.

I am looking forward to learning from everyone here and networking. I am happy to collaborate and brainstorm valuation issues. Feel free to reach out!



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