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Rehmann is a fully integrated advisory firm providing accounting, tax, wealth management, and consulting services to businesses and individuals nationwide. As a Manager in Rehmann's Business Valuation practice, I provide independent business valuations that support succession planning, estate and gift tax reporting, shareholder transactions, and other strategic business decisions. I work closely with business owners and their advisors to deliver credible valuation analyses tailored to their specific needs.
I'm currently focused on helping business owners and their advisors understand the value of privately held businesses, particularly in support of succession planning and estate and gift tax matters. As many owners evaluate transition options over the coming years, we're seeing increased demand for independent valuations that provide a solid foundation for planning discussions and decision-making. Maintaining strong relationships with attorneys, CPAs, and wealth advisors remains a key priority.
I joined ACG Orlando to build relationships with professionals who are actively involved in the middle market and share a passion for helping businesses grow and transition successfully. ACG provides a unique opportunity to connect with business owners, deal professionals, attorneys, lenders, and advisors, while staying informed on market trends and developing meaningful relationships throughout Central Florida's business community.
I'm a big fan of No Show Dogs, powered by ReliaQuest. The podcast explores what drives high performers in sports, business, and leadership, with an emphasis on preparation, resilience, and continuous improvement. The conversations are genuine and insightful, and I often find lessons that resonate both professionally and personally.
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