A client service professional with a focus of providing strategic solutions and value to clients. My research has been published nationally multiple times and I travel to speak at seminars. Chris has held positions (some lead roles) with 3 of the 4 largest CPA firms in the world, and held an Officer Position for #233 on the Fortune 500 List of U.S. Companies.
Chris has lead a practice spanning 6 major Midwest cities, and have served clients with headquarters in over 30 states and 15 countries across the globe. My areas of expertise include Audit-Assurance Services, Budget Credit Approval Turnaround Services, Business Valuation, Damage Loss Calculations, Entrepreneurial Services, Financial Forensics, Litigation Support (Expert Witness), Succession Estate Gift Tax Planning, and Tax Consulting and Tax Mergers & Acquisitions. Chris has experience in Manufacturing and Distribution, Real Estate, Leasing, Construction, and Development, Employee Benefit Plans and ESOPs, Government Entities, Government Contractors, Educational Institutions, Closely Held and Startup Companies, Trucking and Transportation, Large Corporations, Insourcing and Outsourcing International Inbound and Outbound, Financial Services, Private Equity and Venture Capital, Technology, Healthcare, Dealerships, Agribusiness, Sports, Retail, Non-Profits, Travel, Hospitality and Entertainment.
Chris has successfully performed Business Valuations and Tax Consulting for Bankruptcy, Buy-Sell Agreements, Lender Review, Divorce, Gift and Estate Taxes, and Mergers-Acquisitions-Reorganizations. He has performed Business Valuations for Intellectual Property, Patents Trademarks and Restrictive Covenants. I've worked with Venture Capital, Private Equity, Publicly Traded Companies Family Limited Partnerships (FLiPs), Partnerships, Limited Liability Companies (LLCs), REITs, REMICs, RICs, and S-Corporations. He has performed Audits and Tax Planning for Initial Public Offerings (IPO's) and Private Placement. He excels at Wealth Tax Strategies.
Chris has worked in various roles over his career, which include: 1) Outreach, Tax Engagement Manager at EY (6 years), 2) Mid-America Centre Lead - Senior Manager Tax, People Management at KPMG (2 years), 3) Assistant Treasurer to the Trusts, Tax Manager at Lincoln Financial Group (2 years), 4) Tax Strategy Consultant, Senior Tax Manager and Business Valuation Lead at a local consulting/CPA firm, 5) ASC 740 Tax Provisions, Compliance and Consulting individual in PwC's Flexibility Talent Network (FTN), and most recently 6) Managing Member at Silvermark CPAs & Advisors.
Chris has a BS in Accounting from Ball State University, a Master's degree in Professional Accountancy from Indiana University, and an MS in Taxation from Indiana University. Chris is a CPA in the State of Indiana and is accredited and/or holds certifications which include: CVA (Certified Valuation Analyst), ABV (Accredited in Business Valuation), CGMA (Certified Global Management Accountant) and CM&AA (Certified Mergers &Acquisitions Advisor).