As a Director, Mark handles a wide variety of transaction related tax matters including buy side due diligence, buy side and sell side structure consulting, and transaction compliance reporting.
Mark leads buy side due diligence engagements where the CBIZ team takes a comprehensive approach to analyze federal, state and local, and international tax matters. Our team works to identify pitfalls and opportunities for buyers to consider in order to mitigate risk and maximize tax benefits in light of their overall business and transaction objectives.
Through structure consulting services, Mark works closely with buyers, sellers, and their legal counsel to craft transaction structure steps and understand the immediate and future tax implications. Mark brings a practical approach to help parties understand the tax reporting requirements of the transaction itself, as well as the complexities and cost of tax reporting post closing.
Mark also handles complex business entity tax compliance reporting and tax planning for S Corporations, Partnerships, and C Corporations.
Mark’s industry expertise includes private equity, government contractors, construction, manufacturing, restaurants, healthcare, SaaS, and technology.
Mark holds a double degree in Accounting and Computer Information Systems from James Madison University.