Mike spearheads DKB’s Valuation Practice, as well as providing tax planning and compliance services to small – medium privately held businesses. As the firm’s business valuation expert Mike provides valuation and transaction advisory services for clients in the merger and acquisition, exit and transition and litigation support space. Mike’s tax clients mainly operate in the real state, manufacturing & distribution, and high-tech space. In addition he provides valuation services to a variety of businesses and professionals including those looking to sell/gift a business interest, establish a charitable trust, issue options to key employees, set up an ESOP, etc. He also helps partners/shareholders and others that may need litigation support and financial reporting services. The combination of Mike’s valuation and tax expertise provides for a well-rounded knowledge of business and economic trends.
Mike’s knowledge of his clients business comes from real life experience, and his keen interest in absorbing and sharing knowledge. He is a regular thought leader to DKB’s knowledge center, and is in constant communication with his clients on technical and industry trends that may impact them.
Mike’s background as commercial credit analyst and portfolio manager at a regional bank, as well as his time spent playing professional lacrosse, brings a unique personality and collection of expertise to each of his client’s situations.
Education and Certifications
- Bachelor of Science, Economics SUNY Cortland
- MBA in Finance, Simon Business School at the University of Rochester
- Certified Public Accountant – State of New York
- Certified Valuation Analyst
American Institute of Certified Public Accountants
National Association of Certified Valuation Analysts
- Board of Directors, SUNY Cortland Foundation
- Volunteer, Habitat for Humanity
Mike currently resides in Penfield, NY with his wife Morgan and their son Mikey, Jr. In his spare time he enjoys playing lacrosse, pickup basketball, and “bad” golf.