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Personal Experience
Todd offers nearly 30 years of experience emphasizing succession planning in the accounting industry. The scope of Todd’s experience has spanned virtually all aspects of the M&A process including preparing a practice for sale, valuations, marketing a practice, negotiating a fair and equitable deal structure, facilitating practice financing, buy/sell agreements & transition assistance coaching.
Todd speaks regularly at regional and national conferences as an authority on succession planning for accounting and tax professionals. Todd graduated from Rowan University with a degree in Business Administration. Todd is Series 7, 66, Life, Accident & Health Licensed. In his spare time, Todd enjoys staying active and spending time with his three children Sydney, Benjamin and Brooklyn.
Personal Experience
Todd offers nearly 30 years of experience emphasizing succession planning in the accounting industry. The scope of Todd’s experience has spanned virtually all aspects of the M&A process including preparing a practice for sale, valuations, marketing a practice, negotiating a fair and equitable deal structure, facilitating practice financing, buy/sell agreements & transition assistance coaching.
Todd speaks regularly at regional and national conferences as an authority on succession planning for accounting and tax professionals. Todd graduated from Rowan University with a degree in Business Administration. Todd is Series 7, 66, Life, Accident & Health Licensed. In his spare time, Todd enjoys staying active and spending time with his three children Sydney, Benjamin and Brooklyn.