Joe is a Certified Public Accountant, Certified Valuation Analyst and a Certified Business Exit Consultant who brings over 25 years of experience in public accounting, valuation and exit strategy services to closely-held companies of all sizes. His consulting services have shown business owners how to increase the value of their businesses by millions of dollars with exponential savings on taxes.
His areas of expertise include financial reporting, consulting, business valuations, mergers & acquisitions, exit strategies, tax planning and compliance for individuals and business entities in various industries including construction, manufacturing, wholesale and personal service businesses. Joe is a frequent speaker at local, regional and national presentations. He is a member of the American Institute of Certified Public Accounts, Connecticut Society of Certified Public Accountants, and National Association of Certified Valuation Analysts. Joe was the first recipient of the Pinnacle Equity Solutions “Excellence in Exit Planning” award winner in 2009.