Areas of Expertise: * Practice Management and Business Development * Pension and Retirement Plan Design * Merger and Acquisition Planning, Execution and Integration * Executive Compensation Strategies * Competitive Compensation Benchmarking and Analysis * ESOP Plan Design and Implementation * Plan Operational Reviews * Tax Efficient Compensation Strategies SELECTED ENGAGEMENT HIGHLIGHTS * Created a strategy for a private company that allowed repatriation of primary shareholder's value of $30-$50M from several companies with no income tax liability. Advised on the design, feasibility and implementation of the transaction. * Expanded service offerings in a new practice management area and generated $4.5M in non-recurring revenue on a Merger and Acquisition project. * Increased Personal Engagement Revenue by $5M through Relationship Management development of internal and external relationships and adding new practice management offerings.