Alan works as an analyst in our Valuation and Transaction Services department while also serving as a Field Consultant in New York State. He is a graduate of Miami University of Ohio and has extensive experience in the funeral and banking professions.
His large areas of expertise include:
- Cash Flow/Expense Control Management
- Cost Analysis & Budgeting
- Business Succession Planning
- Tax Planning
- Accounts Receivable Management
Alan’s goal is to assist funeral homes in streamlining & maximizing the potential of their businesses by analyzing the unique challenges of each business and developing a business plan that allows business owners to build upon the strengths of their business.