HomeTeam MemberJosh J. Suciu

Josh J. Suciu

Josh J. Suciu

Josh J. Suciu

CPA
Senior Transaction Advisory Manager

Josh joined Boulay in 2016 in the Accounting Advisory department and transitioned to the Boulay Transaction Group in 2020. He performs financial due diligence engagements for both buyers and sellers, including quality of earnings analysis, working capital disputes, and earnout disputes. Josh focuses on providing timely, relevant information to clients to help them make informed investment decisions. He provides transaction services to search funds, private equity, family investment offices, corporate, and individuals. He is also actively involved in recruiting, interviewing, mentoring, and training of younger staff.

In his free time, Josh enjoys cheering on the Minnesota Golden Gophers football team, visiting local breweries and staying active.

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Association for Corporate Growth
  • Teddy Bear Hugs U — Board Member

EDUCATION

  • Gustavus Adolphus College — B.A. Public Accounting
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Minnesota Golden Gophers football
  • Kicking back at local breweries
  • Staying active by playing softball, hockey and basketball
  • Fishing

GET IN TOUCH

Contact Josh
"I enjoy providing accurate and relevant information to my clients to assist them in the making an investment decision."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.