Position:Business Broker Associate
Joe graduated from Southern Methodist University in Dallas, Texas with a Bachelor’s Degree in Business Administration and a concentration in Accounting. He began his career as a CPA with international accounting firm KPMG Peat Marwick, specializing in taxation. He subsequently served as Controller and Chief Financial Officer for companies in the investment, manufacturing, and industrial service sectors. He has been involved in several mergers and acquisitions with both public and private companies. Joe’s areas of expertise include taxation, estate planning, business structure, forecasting and analysis. He is a licensed real estate agent, and enjoys assisting clients in both the sale and acquisition of businesses by providing analytical advice and creative structuring to best accommodate all parties to the transaction.
Phone: (843) 579-2217
Cell: (843) 810-1125 cell