Chad has been with the firm for over 23 years. He specializes in performing business valuation services for estate and gift tax purposes, litigation, and purchasing and selling businesses. He performs succession planning to help clients determine future ownership, leadership and management. Chad performs financial projections and forecasts and strategic planning for a variety of clients. To share his expertise, Chad has presented for Prairie Family Business, Red River Estate Planning Council and various other organizations.
When working with Chad, clients can expect an advisor that will help them through various stages of their business. Not only does he play an integral part in the early stages to understand value and proper capitalization, he stands by businesses as they mature, increasing value and developing strategies for growth and risk management.
When he's not working, Chad utilizes his business and accounting background to help nonprofit organizations, such as churches, schools and hockey organizations. In his free time, Chad enjoys a pickup game of basketball or a relaxing round of golf on a summer day.
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