Dan has over $1B in hands on transaction experience in public accounting and financial services in healthcare, real estate and construction industries, among others. Dan began in a boutique CPA firm, has over 10 years with Plante Moran then joined Solyco to lead Financial & Tax services for small and midmarket clients. He has served clients ranging from small family owned businesses to large institutional and private equity groups.
Dan has helped clients with asset and equity transactions on both the buy and sell side. Dan has diversified experience with early stage and mature companies in structuring the sale of a business, with a specialty in generational succession. He has worked on state and local reporting for income tax and sales use tax in states all over the country. Dan has tax experience internationally including China, Canada, Mexico, and Germany. Dan has consulted with his clients on sales and use tax, personal property tax, quarterly bonuses, WIP schedules, estate planning, payroll, bookkeeping, healthcare, employee benefits among other financial services. Dan leads compliance to assist clients, not limited to, but including tax reform including QBID, Business interest limitation, GILTI tax, and the impacts to an individual’s tax return.
Dan earned his BA and Masters from Michigan State University. He also is a Certificated Public Accountant and a Certified Financial Analyst. He is also a member of the Healthcare Association of Michigan.