Kurt is a Director for StoneBridge Business Partners, an affiliated consulting firm, and a member of EFPR Group’s Business Valuation, Forensic and Litigation Services Group. Since joining the firm in 2001, he has performed numerous business valuations for a variety of purposes including estate planning, gift tax filings, S-Corporation election, shareholder disputes, buy-sell agreements, ESOP compliance, marital dissolution, shareholder purchase/sale transactions and mergers & acquisitions. In his current role, Kurt also provides business succession and merger & acquisition consulting services to middle-market businesses and their owners.
Prior to joining EFPR Group, LLP, Kurt was a Vice President of Capital Formation Group of Rochester, L.P. (CFG), a merger & acquisition advisory firm specializing in middle-market business transactions. While at CFG, Kurt participated in the completion of approximately 25 merger & acquisition and corporate financing transactions, as well as the preparation of a number of fairness and solvency opinions for the firm’s clients.
Before CFG, Kurt was employed with Fleet Bank of New York (now part of Bank of America) as a Senior Credit Analyst, and later as a Commercial Banking Officer, both in the Corporate Banking Group.
Kurt’s background in commercial and investment banking has given him additional perspective on valuation issues surrounding closely-held businesses.
Education and Certifications
- American Society of Appraisers, Accredited Senior Appraiser
- SUNY Fredonia, Economics
- American Society of Appraisers, Accredited Senior Appraiser (ASA)
- Financial Consulting Group, L.C. (FCG), Member
- Upstate Venture Association of New York, Inc. (UVANY), Member
- Association for Corporate Growth (ACG), Board Member