As the Dallas Regional Managing Partner, Jeff maintains our Firm’s culture amongst the professionals within his geographic area.
Jeff has 30+ years of experience, including six with Big 4 firms. Jeff, an auditor by trade, has an extensive tax background, and works with numerous private equity groups and their portfolio companies; from the letter of intent through the issuance of the audited financial statements and tax returns. Jeff leads the due diligence and quality of earnings process in connection with mergers and acquisitions. Further, Jeff advises closely-held businesses and their owners in the development and execution of tax planning strategies. Jeff’s clients are concentrated in the manufacturing, distribution, construction, real estate, and healthcare services industries
Outside of work, Jeff enjoys golfing and traveling to tropical locations.