Teams at Palm Tree LLC

Lead end-to-end Quality of Earnings and working capital diligence engagements for private equity and strategic buyers. Manage teams, perform complex financial analyses and modeling, provide final QC on deliverables, advise on valuation and deal structuring, support BD and firm growth, and mentor Associates.

Lead and manage Strategic Finance Consulting engagements for private equity-backed companies, overseeing financial modeling, liquidity forecasting, budgeting, and performance improvement. Manage teams, coordinate client communications, present insights to executives and sponsors, mentor staff, support business development, and ensure high-quality deliverables that drive enterprise value creation.

Lead accounting advisory engagements, manage teams, deliver technical accounting deliverables, support purchase accounting and audits, improve accounting processes, provide financial analysis and client-facing guidance, and help grow the practice through mentoring and business development.