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Fred received a Bachelor of Science degree from the U. S. Merchant
Marine Academy. He received a Master of Business Administration
degree with a concentration in Accounting from Tulane University.
Fred is a Certified Public Accountant in Florida and a Certified
Valuation Analyst (CVA) with the National Association of Certified
Valuation Analysts. Fred is licensed with the Florida Department
of Insurance to sell health, life and variable annuity products.
He also holds a Series 65 and Series 6 license with the NASD.
Fred has over 27 years of diverse business experience. Fred began
his business career in private industry, including positions as
a cost accountant, financial analyst, and corporate controller.
Fred began his public accounting career with a national "Big
6" CPA firm in New Orleans, Louisiana in 1985. Fred has more
than 20 years of continuous public accounting experience with national,
regional and local CPA firms. His experience with four different
CPA firms covers a wide range of industries. Fred is the firm's
tax partner and is responsible for various tax compliance and planning
services.
Fred is the holder of the appellation "Certified Valuation
Analyst (CVA)", an accreditation that recognizes special training
and qualification in business valuation and adherence to standards
established by the National Association of Valuation Analysts.
Fred's twelve years of valuation experience is comprehensive, including
experience with several types of valuation engagements. Fred has
performed valuations for mergers and acquisitions, sales and purchases
of businesses, estate and gift tax valuations, marital dissolution
and mediation proceedings, eminent domain condemnation and annual
ESOP valuations. Industries served include real estate developers
and management companies, manufacturers, retail/wholesale businesses,
restaurants, food distributors, tourist attractions, medical groups,
educational institutions and car dealerships.
Fred is a member of the American and Florida Institutes of Certified
Public Accountants, the Estate Planning Council of Northeast Florida,
and the National Association of Valuation Analysts.
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