CJBS | Partner Testimonials

Partner Testimonials

Mergers & Acquisitions…

"Finding the right match between a buyer and a seller is just the beginning of a successful merger. This is especially true with closely held companies. We're often talking about a person's life's work, or a family legacy. Along with the business issues and the need to minimize potential risks, such as tax obligations, there are human concerns that need to be handled intelligently and with discretion. Only experience teaches you how to conduct a negotiation and structure an agreement so that all parties are satisfied in the end."
Ted Joseph, Partner

Business Valuation…

“The fair market value of a business isn’t always readily apparent. It often takes substantial analysis by an experienced professional to determine the proper valuation for the purpose relevant to the transaction being contemplated.”
Don Schaffer, Partner

Forensic Accounting

“We provide a complete range of due diligence and litigation support services, whether acting as accountants or expert witnesses. Being an attorney and a licensed CPA, I think I bring a unique understanding of the issues to our forensic accounting and litigation practice team…”
Larry Goldsmith, Partner

Medical & Dental

“Doctors and dentists are extremely well educated people - but they don’t teach business in medical or dental school. So you’ve got these intelligent professionals that are great at what they do, but they don’t really know how to run a business. We help them with the fundamentals of creating a successful medical practice – determining what proper overhead should be, budgeting, creating a fee structure, and retirement planning. Perhaps the most important service we provide is helping medical professionals attain their personal financial goals.”
Michael Blitstein, Partner

Real Estate

"We add value for real estate professionals by providing more than the compliance type work that’s necessary for good accounting records. We also help with creative planning. Let’s say you’re divesting from one property and reinvesting in another. Developing a strategy to defer some of the tax consequences attached to that type of transaction can free up cash which can be used in the short term to create more value…"
Jeff Stuart, Partner

Auditing

“One of the things that makes CJBS different is that we go beyond the numbers. So many accounting firms are staffed by very literal people who punch a calculator and think they have the answer. We like to think that the numbers we derive are tools that help us take a client further towards their individual goals and objectives. My approach to the audit and forensic work we do is to start by gaining an understanding of the context of the assignment; an audit for a bank loan requires a different perspective than an audit requested by a board of directors.”
Andrew Lotts, Partner