Derek engages privately held companies with strategic planning, cryptocurrency tax planning, business transition and succession planning, and integrating value drivers. His ultimate goal for his clients is to significantly increase the value of the company for the owner, lenders, investors and successor ownership groups. He consults with business owners on tactical business transition planning to help them maximize business value and streamline business processes, minimizing transaction risk and maintaining control of the process. Derek is a frequent speaker at succession planning and business growth events. He works with clients in the manufacturing and distribution, real estate and professional services industries, as well as labor and not-for-profit organizations.
Joined the firm in 1999
Education & Certifications
Certified Public Accountant (CPA), State of Missouri
Certified Exit Planning Advisor (CEPA), Exit Planning Institute
Certified Value Builder, The Value Builder System
B.S., Accountancy, Southern Illinois University, Edwardsville, IL
Professional Organizations
Missouri Society of Certified Public Accountants (MOCPA)
American Institute of Certified Public Accountants (AICPA)
Derek engages privately held companies with strategic planning, cryptocurrency tax planning, business transition and succession planning, and integrating value drivers. His ultimate goal for his clients is to significantly increase the value of the company for the owner, lenders, investors and successor ownership groups. He consults with business owners on tactical business transition planning to help them maximize business value and streamline business processes, minimizing transaction risk and maintaining control of the process. Derek is a frequent speaker at succession planning and business growth events. He works with clients in the manufacturing and distribution, real estate and professional services industries, as well as labor and not-for-profit organizations.
Joined the firm in 1999
Education & Certifications
Certified Public Accountant (CPA), State of Missouri
Certified Exit Planning Advisor (CEPA), Exit Planning Institute
Certified Value Builder, The Value Builder System
B.S., Accountancy, Southern Illinois University, Edwardsville, IL
Professional Organizations
Missouri Society of Certified Public Accountants (MOCPA)
American Institute of Certified Public Accountants (AICPA)
Missouri Venture Forum
Turnaround Management Association
Community Leadership
Southern Illinois University – Edwardsville
Accounting Advisory Board
Business School Advisory Board
Leadership Council of Southwestern Illinois
Board Member
Manufacturing Steering Committee
Awards
2013 Top Accountant, Small Business Monthly
2020 Top Accountant, Small Business Monthly
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