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Dan Markowitz

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Dan Markowitz

CPA

Audit Partner, Mergers and Acquisitions, ESOP Services

Dan is the leader of the firm’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan analyzes business operations to provide recommendations for enhancing overall business performance, and he provides financial and consulting services to ESOP companies, including ESOP feasibility studies, ESOP sustainability projects, repurchase obligation studies, and managing annual ESOP administration. Dan also leads the due diligence team in evaluating the financial and operational reporting system of acquisition target companies, and he assists clients with merger and acquisition activities, including deal structuring, tax impact of transaction, and quality of earnings reports.

Dan enjoys spending time with his family, golfing, traveling, and coaching and playing hockey.

Client Focus

  • Retail
  • Professional Services
  • Construction
  • Real Estate
  • Manufacturing
  • Wholesale and Distribution

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CONTACT DAN

Involvement

  • Boulay Executive Board Member
  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • National Center for Employee Ownership (NCEO) — Board of Directors
  • ESOP Association — Member
  • Employee–Owned S-Corporations of America (ESCA) — Member
  • Minnesota Retailers Association — Board of Directors

Public Speaking Engagements

    • “Accounting for ESOP Transactions”
    • “Account Segregation and Early Diversification”
    • “Account Segregation: What to do When Participants Leave”
    • “Assessing ESOP Feasibility”
    • “Designing and Amending Your ESOP with Repurchase in Mind”
    • “ESOP Sustainability”
    • “ESOP Sustainability During Uncertain Times”
    • “ESOP Transaction Structures”
    • “Forecasting Profit and Loss for ESOP Valuations”
    • “Is an ESOP Feasible?”
    • “The Fundamentals of Repurchase Obligation”

Education

    • Utica College — Masters of Business Administration in Economic and Fraud Management
    • The Pennsylvania State University — B.A. in Accounting
    • Certified Public Accountant (CPA)

Personal Interests

    • Golfing
    • Traveling
    • Spending time with his family
    • Coaching and playing hockey