Paul is a principal with Baker Tilly’s financial advisory services practice. He specializes in business and intangible asset valuation and financial consulting services. Paul has more than 15 years of professional experience as a valuation and financial planning and analysis (FP&A) consultant, during which time he has developed extensive expertise working on complex analyses.
Paul performs valuation and projection modeling services for the following purposes:
- Strategic business planning and transaction support: mergers and acquisitions (M&A), joint ventures, financial planning and analysis, stock and debt issuance, etc.
- Financial reporting: private equity/venture capital financial reporting valuations (ASC 946), purchase price allocations (ASC 805), goodwill impairment analyses (ASC 350), employee stock-based compensation reporting (ASC 718), etc.
- Taxation planning and compliance: gift and estate tax, deferred compensation IRC 409A, IRS controversy, etc.
- Dispute resolution and litigation support: M&A purchase price disputes, shareholder separation, business interruption, etc.
Paul is a frequent speaker on a broad array of topics relating to valuation and FP&A, and has written extensively on these subjects, having developed several thought leadership pieces.
- Prepares valuation analyses in the context of strategy business planning and transaction support; financial reporting; tax reporting; and litigation support and dispute resolution
- Performs analyses across a wide array of subject companies, from corporations that generate more than $1 billion per year in revenue to family-owned businesses
- Industry experience includes a wide variety of government contractors; software and technology; aerospace and defense; IT services; engineering services; cybersecurity; medical device design; restaurants; auto dealerships; physician practices; and others
- Chartered Financial Analyst Institute
- American Society of Appraisers
