For over 37 years Jon has been a trusted advisor and consultant to hundreds of Manufacturing, Distribution and Service company business owners throughout New England. As a partner in a highly respected Worcester CPA firm for the last 25 years, Jon worked regularly with business owners on issues ranging from startup formation and financing to succession planning and exit strategies, and everything in between. Over the years Jon has successfully helped multitudes of clients transfer their business to the next generation, local entrepreneurs or corporations around the country.
Jon has extensive experience with business appraisal having completed significant education in the subject, drafted countless opinion letters and served as an expert witness numerous times in depositions and court on the value of a business in the marketplace.
