dana r. mcbroom, senior consultant
c.p.a., c.v.a., m.b.a.

 
 
other key personnel
 
"people you know. . .
people you trust . . .
working to secure a better life for you
."

 

dana mcbroom graduated from the university of central florida with a b.s.b.a. in accounting and an m.b.a. she then successfully received her c.p.a. designation. she is a senior manager in the firm and supervises the paraprofessional staff. her experience includes but is not limited to business valuations, review, reconciliation and preparation of various tax returns (corporate, partnership, individual, estate, fiduciary, nonprofit, state, payroll, etc.), nonprofit entity accounting and review, pension and profit sharing accounting and review (including the calculation of contributions and filing of all appropriate government forms), and preparation and review of financial statements.

dana is a certified valuation analyst designated by the national association of certified valuation analysts. this highly respected designation places her among the nation’s premier valuation consultants and positions her to counsel business owners and their advisors on a myriad of business issues including valuing a business enterprise, creating financing, forensic accounting, profit enhancement, strategic planning, etc. she has worked with business valuations in numerous contexts including:

• acquisition reviews
• allocation of purchase price
• buy-sell agreements
• estate and gift tax matters
• stock bonus plans
• sba loans

dana is a certified specialist in estate planning, a designation awarded by the national institute for excellence in professional education, llc in conjunction with the florida institute of certified public accountants and various other state societies. the csep designation is achieved through the completion of an intensive series of integrated courses on the subject of estate planning, providing the practical knowledge necessary to ensure the best possible service to the general public.

dana is a family mediator certified by the supreme court of the state of florida, practicing family mediation in the immediate central florida area including seminole, lake, brevard, orange and volusia counties. she previously served as secretary and treasurer of the board of directors of the lake mary/heathrow chamber of commerce.

 

 

 

 

 

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