Jay brings over 30 years of finance and accounting experience as a CPA, with the majority of those years focused on transactional accounting and finance. He has participated in hundreds of transactions ranging from recapitalizations and growth capital to buy-outs. Jay spent most of his career at top 10 national firms as a Partner of Transaction Advisory, often in leadership roles. He brings national large firm knowledge and sophistication to founder-owned businesses by utilizing his buy-side experience to partner with founder business owners, providing tax-smart accounting through financial clarity to maximize the value of their businesses. Advising thousands of business owners with a focus on tax-smart wealth-building and preservation strategies, Jay partners and counsels businesses and their owners on tax strategy, tax compliance, sell-side quality of earnings, bookkeeping & CFO augmentation services, and independent audits & reviews.

Over his career, Jay has advised on over 300 middle-market transactions, including buy-outs, recapitalizations, and carve-outs for both platform and add-on acquisitions.