Helping privately held business owners navigate growth, value creation, and ownership transition.

I believe the best advisory relationships begin long before a tax return is filed.
They begin with understanding the business, the owner, and the goals that matter most.

Is This You?

  • Has my business outgrown my current strategy?

  • How can I increase the value of my company?

  • Should I restructure before expanding?

  • What is my business actually worth?

  • When should I begin planning for succession or a future sale?

  • Am I building a company that can thrive without me?

  • How do I protect both my business and my personal wealth?

Typical Clients

  • Privately held businesses

  • Approximately $2M - $35M in annual revenue

  • Established leadership teams

  • Multi-owner businesses

  • Family-owned companies

  • Entrepreneurial growth companies

Company Profile

  • Real Estate

  • Construction

  • Manufacturing

  • Distribution

  • Professional Services

  • Technology

Common Industries

How I Help

  • Helping owners make proactive decisions throughout the year—not simply preparing returns.

  • Understanding what drives business value and how strategic decisions influence long-term worth.

  • Preparing owners years before a transition so they have options when the time comes.

  • Helping owners build stronger businesses that create lasting value.

Who May Benefit Most?

  • Business owners

  • Family-owned businesses

  • CEOs

  • Entrepreneurs

  • Professional advisors seeking resources for their clients

  • Attorneys

  • Bankers

  • Wealth advisors

A Collaborative Approach

As a Senior Tax Manager with Blue & Co and Blue Value Advisors
I work alongside professionals across tax, accounting, valuation, consulting,
and other advisory disciplines.

When clients need specialized expertise, they benefit from the depth and
resources of a regional public accounting and advisory firm
while continuing to receive personalized guidance throughout the engagement.

Ready to Start the Conversation?

Whether you're focused on growth, building long-term value,
or preparing for an eventual ownership transition,
I'd welcome the opportunity to learn more about your business and
discuss how I can help.

Get in Touch