We add value by facilitating and assisting the owners, BOD, and management in monitoring performance, challenging the plan, progress, and process with the best interest of the owners in mind. With extensive Fortune 100 and Big 4 professional service firm experience, we are top tier advisors to C-Suite executives and businesses across the country.
A founding partner of our firm, Mark was previously a partner at J.D. Gilbert & Company, having joined that firm January 2003. Mark has extensive multi-generational family business experience from working in both private industry and public accounting. He has developed several areas of expertise including forensic accounting; fraud prevention, detection, and investigation; expert witness; business and individual tax advocacy services; BOD advisory services; and interim CEO and CFO services.
Shannon’s extensive Fortune 100 and Big 4 tax experience poises her to be a top tier advisor to businesses and C-Suite executives not only in Florida but across the country. Shannon served as Corporate Tax Director at the world headquarters of a Fortune 100 Manufacturing and Retail company and Fortune 500 Retail and Restaurant company. Shannon is the in-house expert on COVID relief such as PPP loan applications and forgiveness and Employee Retention Credits.