Jay performs analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. He is skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. Jay also studies the economic and industry conditions that can impact a company’s financial statements. He has extensive experience valuing companies in the business services, consumer, grocery, and manufacturing industries, among others.
Michael is a member of the firm’s valuation and transaction opinions team. His work covers ESOP assignments, estate and gift planning and reporting, income tax matters, marital dissolutions, shareholder transactions, and M&A. In addition to providing expert witness testimony in commercial arbitration, he advises clients on purchase price allocations, transaction advisory assignments, and other consulting projects.
Professional Certification
Michael is a Certified Public Accountant (CPA) licensed in the state of Kentucky. He is also Accredited in Business Valuation (ABV) as granted by the AICPA.
Professional Experience
Prior to Chartwell, Michael was a Manager at Atlantic Management Company. Earlier, he worked in public accounting with a primary focus on business valuation. He also spent time as a financial analyst, where he performed financial modeling and feasibility analyses for start-up companies in the energy sector and for nonprofit organizations.
Jordan is a member of the firm’s valuation and transaction opinions team. He has nearly 10 years of financial advisory experience performing valuations for a variety of purposes including ESOPs, business and stock, gift and estate tax, personal property, business combination, minority interest buyout, executive reasonable compensation analyses, and appraisal reviews.
Professional Certification
Jordan is designated as an Accredited Senior Appraiser (ASA) in Business Valuation and Machinery & Technical Specialties (MTS) by the American Society of Appraisers.
Professional Experience
Prior to Chartwell, Jordan was a Manager at Atlantic Management Company. He has held roles at Armanino, LLP as well as Arthur Financial Services, an Austin, Texas-based regional consulting firm.