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International Business Brokers Assoc.

Mergers & Acquisition Source

Assoc. For Corporate Growth

Sample of Recent Speaking Engagements and Publications

Date Location Speaking Topics Sponsor
July, 06 NYC Business Valuation and Sales Issues of a Closely Held Business Foundation for Accounting Education
May, 05 Buffalo Mergers & Acquisitions - Mid Market Companies Erie County Bar Assoc.,

NYS Society of CPAs,

Risk Mgmt. Assoc.

June, 04 NYC Business Valuation Discounts and Update NYS Society of CPAs
July, 03 NYC Valuation and Issues Related to the Sale and Transfer of a Business Interest NYS Society of CPAs
May, 03 Buffalo Valuation and Issues Related to the Sale and Transfer of a Business Interest UB Center for Entrepreneurial  Leadership
Aug, 02 NYC Business Valuation in an Estate & Gift Context Foundation for Accounting Education
July, 02 NYC Current and Future Business Valuation Issues Foundation for Accounting Education
March, 01 Buffalo Business Valuation Issues for Estate Planning Professionals Estate Analysts  of Western New York
Jan., 01 NYC Discounts Update in an Estate/Gift Tax Context NYS Society of CPAs
June, 00 Brookville Advanced Business Valuation Issues Long Island University School of Accountancy
April, 00 Buffalo Business Valuation Issues in Succession Planning WNY Family Enterprise Forum - Alfred University

Publications

2006 Acknowledged Contributor to The Advisor's Guide to Family Business Succession Planning

American Institute of CPAs

May 27, 05 Estate Planning and Sale of Businesses

Buffalo Business First

May, 00 Fair Market Value In Business Valuation For Tax Purposes

CPA Journal

July, 97 Buy/Sell Agreements and Their Impact on Valuation

CPA Journal

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