Expertise:

• Financial reporting
• Individual and corporate tax planning and consulting
• Consulting and advisory services for closely held businesses

With 30 years of diverse experience, Norman has expertise in addressing the unique needs of each phase of a business’ life cycle from start-up through growth, maturity and exit strategies.

Norman finds that helping to structure an optimal exit strategy is especially rewarding. Depending on the circumstances, alternatives that might be appropriate include:

• Transfer or sale of the business to the next generation
• Sale to the continuing shareholders or key employees
• Use of an Employee Stock Ownership Plan (ESOP)
• Outright sale of the business to a qualified financial or strategic buyer

Norman enjoys the relationships he has with his clients and constantly looks for ways to create value and opportunity for their businesses. As a result, he is frequently called on to provide guidance in addressing a variety of business, tax and family issues.

Civic Activities:

• Better Business Bureau of Central New England, Board of Directors

Memberships:

• American Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants

Education:

• BS, Bentley College
• MST, Bentley College
• MBA, Babson College