Evan is an experienced CPA with proficiency in closely held and family business assurance, mergers and acquisitions, strategic financial leadership, and management support. Clients include construction contractors, manufacturers, wholesale distributors, insurance brokers/agencies, and professional service firms along with entrepreneurs and high-net-worth individuals.
Recognized for his personalized approach, he helps organizations align financial plans with growth objectives while ensuring financial accuracy and compliance. As a seasoned auditor, he provides insights to help clients enhance financial transparency, maintain investor confidence, and support informed decision-making. A collaborative strategist and problem solver, he is a resource during merger, acquisition, and divestiture considerations and offers counsel on ways to maximize shareholder value, which might include options for creating efficiencies, lowering operating costs, and generating the highest return on capital investments.
Evan immerses himself in his clients’ business, acting as a confidant, thought partner, and financial quarterback. As a sounding board, he helps management foresee and conquer challenges while capitalizing on opportunities. He evaluates pain points and growth drivers and offers objective advice. This has included guidance on KPIs, cash flow management, enhanced reporting, and financial arrangements through banks, investment brokers, and financial institutions. He helps support his client’s financial needs effectively to ensure sustainable business success.
Evan holds a B.A. in Business Administration and Management from Bryant University. When he’s not assisting clients, he enjoys travel, time on the beach, and a good round of golf.
- Bryant University – B.A., Business Administration and Management
- The Hundred Club of Connecticut – Board Member
- Heart Warrior Achievement Scholarship, Inc. – Board Member
- Country Club of Farmington – Past Board Member and Treasurer
Professional and Civic Associations
- American Institute of Certified Public Accountants
- Connecticut Society of Certified Public Accountants
- Massachusetts Society of Certified Public Accountants