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I lead a team that serves family offices, enterprises, privately-owned companies, and high net worth individuals with highly specialized finance, tax, and business strategies. We are proudly known as a CPA firm with a different perspective that helps our clients gain a competitive advantage. I’m glad you’ve found me here on LinkedIn and I welcome the opportunity to help you. Learn more: https://cca-advisors.com/ 𝐂𝐞𝐧𝐝𝐫𝐨𝐰𝐬𝐤𝐢 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 (𝐂𝐂𝐀) We are proudly known as a boutique CPA firm that serves clients in several categories. 1. Family Offices seeking tax and financial strategies on wealth creation / preservation & succession planning 2. High Net Worth Individuals seeking confidentiality and experienced business advisors 3. Business Valuation for enterprises, both domestic and international, public & private 4. High-end, sophisticated tax planning. We’re known for our innovative approaches including the UPREIT structure 5. Private Equity, Risk Management & Fraud Deterrence. In addition to helping our clients with complex strategies, we’ve authored 4 books on these subjects. 𝐂𝐎𝐌𝐌𝐔𝐍𝐈𝐓𝐘 𝐋𝐄𝐀𝐃𝐄𝐑𝐒𝐇𝐈𝐏 I use my knowledge for the greater good. Whether serving on a board or sharing expertise on stage, I go all in. I’m honored to have served on a variety of boards and within community organizations. In addition, I enjoy being a mentor for my team and for the next generation of business leaders. 𝐌𝐘 𝐀𝐏𝐏𝐑𝐎𝐀𝐂𝐇 It's rewarding to help businesses at a strategic level through customized solutions. Just like changing the direction of a ship, turnaround takes time, and it involves careful planning and an experienced approach. As a Founding Member of our practice, I’ve always been passionate about our team, our clients, and our impact on those we serve and those we lead. I’m also proud of several industry innovations and achievements, including: • Implementing the UPREIT structure that transformed the real estate industry in the early 1990s, which led to the proliferation of publicly traded REITs. • Being known by our clients as the “go to” person for complex issues • 40+ years in business with CCA • Multiple books published by Wiley 𝐏𝐔𝐁𝐋𝐈𝐒𝐇𝐄𝐃 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐘 𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄 I am proud to have written & co-authored several books, including: • Private Equity: History, Governance, and Operations • Enterprise Risk Management and COSO • The Handbook of Fraud Deterrence • Cloud Computing and Electronic Discovery • The Computer Fraud Casebook: The Bytes that Bite (chapter contribution)
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