The key to successful planning for businesses and their owners is to plan early and plan often. Our firm partners with our clients to achieve their goals whether that is a well-executed M&A transaction or a successful transition of a family business to the next generation.
Anthony provides business valuation and advisory services to corporate and individual clients of DKB. He has expertise consulting clients through gift & estate tax planning and succession planning. Additionally, he has experience advising on corporate transactions, mergers & acquisitions, deal structuring, and financial due diligence.
Before joining DKB, Anthony had 5+ years consulting high net worth individuals and small to mid-sized companies on business valuation and tax planning. Additionally, Anthony led financial planning and analysis for a large multinational company.
He is a member of the American Institute of Certified Public Accountants’ Forensic and Valuation Services Section.
Anthony earned his MBA and BS in Accounting from St. John Fisher College. He is Accredited in Business Valuation by the AICPA and has a Six Sigma Yellow Belt. Anthony grew up in the Rochester area where he attended McQuaid Jesuit and now resides in Victor, NY.