“For most business owners, their business is the most sizeable asset that they own and what they are most passionate about. Since 1994, I have worked almost exclusively with business owners, their attorneys, guardians, trustees and other professionals who are dealing with crucial situations, such as a sale of a business, a shareholder dispute, a death or divorce of an owner or a complex accounting to a court. We are creative problem-solvers who take the emotion and stress out of the situation so the client can focus on the big decisions, not the process.”

Lou is part of the firm’s Business Valuation and Litigation Support Services Group.

Over the course of more than 30 years in the field, Lou has served a wide variety of businesses, organizations, and individuals assisting them with accounting and tax services as well as business consulting on issues involving valuations, mergers and acquisitions, strategic planning and bank financing. His valuation experience has proved valuable in many litigation matters where he has been retained by businesses, attorneys, judges, and other CPAs for various cases involving a dispute over the value of a business interest, breach of contracts and various other legal disputes. Lou is an accomplished expert witness and speaker for a number of professional organizations.

Education and Certifications

• Certified Public Accountant (CPA)
• Accredited in Business Valuation (ABV)
• Certified in Financial Forensics (CFF)
• Accredited Senior Appraiser (ASA)
• Arizona State University, MBA
• Kent State University, Accounting, Magna Cum Laude

Professional Affiliations

• American Institute of Certified Public Accountants, Management Consultants Division
• American Society of Appraisers (ASA)
• Estate Planning Council of Rochester, Member of Executive Committee
• Financial Consulting Group, L.C. (FCG)
• Upstate Venture Association of New York, Member
• Association for Corporate Growth, Member

Community Affiliations

• Geneseo State University, Business Advisory Council
• Brooklea Country Club, Former President, Treasurer, and Board Member
• Boy Scouts of America, Otetiana Council, Former Treasurer and Board Member