Who our clients are

Ron has more than three decades of professional experience in accounting and finance, including twelve years in M&A transaction advisory services (TAS), where he lead financial due diligence of lower middle-market companies, including manufacturers, distributors, business services, healthcare providers, construction companies, TV film producers, network broadcast affiliates, cable TV and cellular operators, depository institutions, real estate brokerages, and other financial services firms.

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Ron established the TAS practice for a boutique Denver financial advisory firm and was previously a senior TAS manager in Deloitte’s Los Angeles office for nine years. Ron also served in CFO, treasurer and controller positions for several commercial banks in Los Angeles for nine years, after beginning his career in KPMG’s Los Angeles audit practice.

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As a professor and the program lead for graduate accounting and finance curricula at Regis University, Denver, Ron developed and taught graduate courses in M&A finance, business valuation, financial statement analysis, auditing, managerial finance and accounting, and financial reporting. Ron has been a guest speaker on financial due diligence and other M&A topics at Chicago Booth’s MBA program and UCLA’s School of Law, as well as ETA and other professional conferences.

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Education and Professional Designations

• MBA Finance and Business Taxation – University of Southern California, Marshall School of Business

• BSBA Accounting – California State Polytechnic University, Summa cum laude

• Certified Public Accountant – Licensed in Colorado and California

• AICPA’s Accreditation in Business Valuation (ABV)