Director, Business and Professional Services Senior Analyst
Areas of focus: Business and Professional Services
In May 2020, Stephanie was selected as a senior analyst in RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions influencing middle market leaders. Stephanie’s focus is on the business and professional services industry.
Summary of experience
Stephanie has more than seven years of experience serving clients across the country by providing industry-specific insights and thought leadership that allows them to stay at the forefront of the changes within their industry while also providing valuation and advisory services related to mergers and acquisitions, financial reporting, tax reporting and strategic planning.
Stephanie has worked with a variety of publicly and privately held clients in the business and professional services industry, with a specialized focus on government contracting and private equity backed portfolio companies. Stephanie has performed and reviewed hundreds of valuations of business enterprises, intangible assets, intellectual property and complex equity securities. Stephanie’s primary focus is on delivering timely, relevant information to her clients while also providing high-quality valuation services and market insight. This industry-specific focus has allowed Stephanie to bring her clients valuable information relevant to their business, which also allows her to work with them in a strategic and impactful manner.
Professional Affiliations and Credentials
- American Society of Appraisers - Accredited Senior Appraiser (“ASA”)
- Bachelor of Science in Business Administration, finance and supply chain management, University of Maryland - College Park, Robert H. Smith School of Business