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 Whether
Mike is helping a new business, dental office, or construction firm
secure financing for their expansion or start up, or saving them thousands
of dollars on their taxes, he takes clients needs to heart. Mike spends
time getting to know product representatives, bankers and associates
in order to be able to speak with a great deal of authority in matters
related to your financial performance. He takes the time to get to
know his clients, rather than just reviewing the numbers after they
have already been recorded. Often clients report that Mike is there
financial therapist easing their mind about taxes and business planning
matters. Mike works with his clients on issues and opportunities as
they are happening keeping his relationship with the client proactive
rather than reactive.
Many of Mike's clients enjoy the benefits of monthly fee services allowing them to ask as many questions via phone and email as they like. This opportunity to ask questions in addition to quarterly meetings has cumulatively saved clients thousands of dollars. Mike has helped several clients obtain financing for new buildings and practices by creating business plan and presenting that to banks resulting in better rates and funding for clients. Coordinated business plans with market analysis in order to create stronger financial and market picture for funding sources. Credentialed to be a Certified Valuation Associate - CVA means Mike is an expert witness in regards to how much a business is worth. In negotiating a business or practice purchase Mike can refute or certify what another source thinks the entity is worth and have credibility in doing so. Mike's experience includes over ten years in public accounting. He holds a B.S. in Accounting from the University of Wisconsin- Milwaukee. There he also received his Master's degree in Tax and is both a Certified Valuation Analyst (CVA) and Certified Public Accountant (CPA). When Mike Bark isn't dreaming of numbers, you can find him and his wife Rebecca enjoying a barbeque with friends. Mike also enjoys golf, basketball, cooking and playing the guitar. |
