As a senior manager, the scope of Michael’s work includes valuation analyses and consulting for mergers and acquisitions, including fairness opinions and purchase price allocations. Michael has considerable experience working with both public and private companies on financial reporting engagements which include valuations of stock-based compensation, derivative securities, intangible assets, and goodwill impairment studies. Additionally, he provides valuation opinions relating to business and partnership interests in matters relating to gift and estate taxes. Michael has performed engagements for a wide range of industries, including automotive, business services, energy, financial services, healthcare, hospitality, manufacturing, retail, wholesale distribution, and various technologies.
For over eight years, Michael has assisted in litigation engagements in a variety of venues, including Federal and state district courts, United States Tax Court, and arbitration panels of FINRA and the American Arbitration Association. He routinely works in a litigation support role concerning disputes related to business valuation, security issues, tax matters, and economic damages.
Michael joined VALUE Incorporated in 2006 upon entering the world of financial consulting. Prior to joining VALUE Incorporated, Michael worked as an account executive for Ralph Lauren. Out of college, he worked as a Class A PGA golf professional managing retail operations at both Oakmont Country Club and Seminole Golf Club, two of America’s premier private golf clubs.
Michael holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Dallas/Fort Worth. He earned an MBA from Texas Christian University and holds Bachelor of Science degrees in Marketing and Recreation Management from Penn State University. Michael is an active member of several local and national professional organizations including the Association for Corporate Growth and the Dallas Business Club.
Michael was born and raised in Western Pennsylvania, and despite having lived in the Metroplex for over ten years, he still holds deep allegiances to Pittsburgh sports teams. In addition to his professional activities, Michael serves as a mentor for Penn State students and is a member of the Junior Advisory Board for Impossible Possibilities; a nonprofit organization striving to improve educational opportunities for local students. Michael resides in Keller, and when he is not working, he enjoys spending time with his wife Amy and two boys Will and Charlie.