As a Director of PCE’s business valuation practice, Daniel advises public and private companies across multiple industries on valuation matters.
Daniel focuses on valuation issues related to Employee Stock Ownership Plans (ESOPs), working on transactions ranging from $1 million to $200 million in enterprise value. Daniel is a frequent speaker at ESOP events and co-authored the NCEO’s Guide to DOL ESOP Investigations (2019).
Daniel’s experience also includes valuing operating companies for estate tax purposes. Working with trust and estate attorneys, he helps high-net-worth individuals transfer wealth efficiently. He has valued holding companies for gift tax reporting purposes and has successfully defended valuation discounts during IRS audits.
Daniel has completed purchase price allocations (pursuant to ASC 805) for companies of various sizes across the manufacturing, service, and technology sectors. Other financial reporting areas of expertise include impairment tests (ASC 350) and valuations related to stock-based compensation (ASC 718).
Certifications & Affiliations
- Chartered Financial Analyst (CFA), Charterholder
- Member, The ESOP Association
- Member, NCEO
Education
- University of Oxford, Bachelor of Arts in Politics, Philosophy, and Economics (Major in Economics)
