Daniel is a member of the BMSS, LLC team whose responsibilities include managing compilations and reviews, forecasts, business valuations, and the BP settlement process.
In particular, Daniel assists clients in preparing lost revenue schedules, and helps develop cash flow forecasts to assist clients in obtaining financing.
As a Certified Valuation Analyst, he also assists clients with business succession planning, buy-sell agreements, estate and gift tax issues as well as financial modeling and benchmarking.
Education:
University of Alabama, Masters of Accountancy, 1999
Birmingham-Southern College, Bachelor’s 1998
Professional Designations & Affiliations:
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
American Institute of Certified Public Accountants (AICPA) – Member
Alabama Society of Certified Public Accountants (ASCPA) – Member
National Association of Certified Valuators and Analyst (NAVCA) – Member
Additional Information:
Daniel grew up in Guntersville, Alabama. He now resides in Indian Springs with his wife, Carrie, and their three adopted children.
In his free time, he enjoys sports, music and traveling.