Steve has over 35 years of experience and offers his technical knowledge, financial expertise and expert testimony to the legal community, the insurance industry and others. He has participated in hundreds of matters involving complex commercial litigation, lost profits, owner disputes, business interruption, business valuations, breach of contract, financial investigations, group self-insured worker’s compensation programs, financial motive, tax fraud and other areas of civil and criminal litigation.
In addition to leveraging his leadership, managerial and financial experiences, Steve works closely with privately-held businesses and their owners to ensure they maximize business value and achieve personal financial success. Over his professional career, he has consulted on a wide range of areas including, exit planning, business valuation, succession planning, strategic and business planning, financial management, internal controls, accounting, audit and attest engagements, banking and finance and tax matters.
In addition to being a Certified Public Accountant, Steve is a Master Analyst in Financial Forensics, a Certified Valuation Analyst, Accredited in Business Valuation, Certified in Financial Forensics, a Certified Business Exit Consultant and a Certified Exit Planning Advisor.
He is affiliated with numerous professional organizations, including the American Institute and the New York State Society of Certified Public Accountants, the National Association of Valuation Analysts, Pinnacle Equity Solutions and the Exit Planning Institute. Steve holds a Bachelors of Business Administration degree with a concentration in Accounting from Siena College.