4 min read
Tax and Financial Pointers When Retirement Is on the Horizon
Retiring soon is an exciting milestone and a time filled with important financial decisions. Whether you're winding...
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Tom is now working a reduced schedule as he transitions to retirement. With a wealth of experience in business valuation, assurance and advisory services, he continues to be a valuable resource for clients and colleagues alike.
As a Certified Valuation Analyst (CVA), Tom has provided business valuations for mergers and acquisitions, divorces and gift and estate tax purposes across a variety of industries. His expertise extends beyond valuation—he has spent his career helping clients achieve their financial and business goals through strategic consulting, bank financing, business growth initiatives and exit planning for privately held companies. He specializes in working with clients in the construction and manufacturing industries.
During his transition, Tom remains committed to ensuring continuity for his clients and mentoring the next generation of professionals at SSB. His deep industry knowledge, problem-solving skills and strategic guidance continue to benefit business owners navigating complex financial and operational challenges. His ongoing involvement provides stability and reinforces SSB’s commitment to helping clients succeed.
Tom is a member of the National Association of Certified Valuators and Analysts, the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He serves on the Community Board of Directors for Huntington National Bank. Tom is a graduate of Clarion University of Pennsylvania.
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