My Favorite Part of Working Here Is...
"Solving complex problems that help clients hit their goals while having the flexibility to structure my day—juggling audits, deals, and life—in a way that supports true work-life balance."
About [team member]
When he's not chasing complex deals, Jeff is just as likely to be
chasing pickleball shots or his 110‑pound German Shepherd—outlets for the same level
of energy and focus he pours into client work.
As a partner on the audit and M&A side of the company, Jeff leads
assurance engagements and quality-of-earnings projects on both the buy and sell
side, helping clients validate performance, prepare for transactions, and
navigate lender expectations with clear, defensible numbers. His days are a mix
of prioritizing fast-moving project work, troubleshooting emerging issues, and reprioritizing
on-the-fly so clients can move forward with confidence.
CLIENT SUCCESS SPOTLIGHT
On the buy side of an acquisition, Jeff's due diligence uncovered that the target's earnings were materially lower than advertised, giving his client critical leverage before the deal went too far. By translating that insight into clear analysis for both investors and lenders, he set the client up to either walk away from a bad fit or negotiate a more favorable price and financing structure—protecting both capital and long-term strategy.Education
- Bachelor of Business Administration in Accounting
Certifications
- CPA (Certified Public Accountant)
Professional Memberships
- American Institute of Certified Public Accountants
- Georgia Society of CPAs, Board of Directors
Services
- Audit and Assurance
- Mergers & Acquisition Advisory
Industry Expertise
- Construction
- Food Products
- Manufacturing
- Real Estate
Community Involvement
- Atlanta Community Food Bank
- North Fulton Community Charities
