I am a practicing CPA and enjoy a multitude of outdoor activities and hobbies which I use as a diversion from everyday business dealings. My “ranch” is my treehouse….from which many creative and new ideas sprout….including this E-Book.
From My writings you will likely correctly surmise I find great comfort in writing and solitude….to be able to get off to the side in quietness and think things through….with the results rewarding.
The package I offer to my clients goes like this: I am driven, focused and dedicated. I stay current in the profession. I am creative and committed... goal oriented and optimistic. I work hard with smart people to accomplish your goals on any detail-oriented project assigned to me. I am committed to client service. I am a compulsive, detail-oriented project manager/editor on business projects such as valuation, estate planning and business sale projects. I perform competently and with a personality... not with an attitude. I make each day count. I have fun. I will go the extra mile for you... no 8-5 hours for me.
At Iacopi and Lenz, we do more. We bring capacity, speed, decisiveness and, most importantly, brains in a manner that is unique to the accounting business. We bring "fresh eyes" and "new ideas" into your business. Have sold 34 businesses in my career and know what buyers and sellers want, how they approach the value of the business and bring real-time experience to the equation. Textbooks are good reads, but experience matters. Qualified to value minority interest ownership positions - work with purchase/sale of such interests - offering consultations and valuations. We offer reliability and have solid references.
Specialties:Business consulting, marital dissolution accounting services and settlements, appraisals, buy-sell agreements, business sales, succession planning, jury trials, expert testimony, discovery depositions, settlement agreements, compensation evaluation, marital dissolution mediation, professional writing and goal planning, budgets and cash flow analysis, business management coaching, structured settlements, strategic planning, assistance with complex business decisions, tax strategies and more.
