Today's economic pressures and industry complexities make it imperative for any business to be aware of the professional resources available to assist them, and to facilitate in the operating decisions and long-range planning required in reaching their goals. Dermody, Burke & Brown’s Business Valuations group will work with you to analyze your specific business issues and develop a workable solution within your parameters. Our team has the training and experience necessary to assist you with the assessment of your business.
Financing, Forecasts, and Projections
Our team has the experience and skills to assist you in arranging financing facilities appropriate for your business. This includes secured debt, subordinated debt, and venture capital financing. We can assist in determining whether your company needs financing, how much is needed, the type of capital that best suits those needs, and how to coordinate a successful approach to obtain the financing.
Mergers and Acquisitions
Our clients depend on our professional services to assist with business acquisitions and divestitures. Succession and estate planning are often factors in these situations, and our tax and valuation professionals are available to assist you in these matters. Selling your business can be a very consuming and emotional matter. We can assist you, on a confidential basis, in identifying potential buyers/investors and preparing the information that they will require.
Other Financial Services
- Formal business plans
- Business and management reviews and consultations
Leonard Gerber, CPA/ABV, CVA
Leonard E. Gerber, CPA/ABV, CVA, has been with Dermody, Burke & Brown, CPAs, LLC since 1997. He specializes in providing litigation support for matrimonial proceedings. He has been retained to provide valuation services and tax advice in litigated matrimonial proceedings, the divorce mediation process and the collaborative law process. In addition, Leonard has prepared numerous business valuations for estate and gift tax purposes.
Leonard has earned the professional designation of CVA, Certified Valuation Analyst, from the National Association of Certified Valuators and Analysts. In addition, he has also earned the designation of ABV, Accredited in Business Valuation, from the American Institute of Certified Public Accountants. Leonard has lectured for both the New York State Bar Association and the Onondaga County Bar Association, as well as for the New York State Council on Divorce Mediation and the National Business Institute. Leonard is a graduate of Syracuse University and is a member of NYSSCPA, AICPA and NACVA.
Karen Matticio, CPA, CVA, CFO
Karen is a Member with Dermody, Burke & Brown and serves as the Firm’s Chief Financial Officer. She leads the Firm’s Physician and Dental Practice groups and the Business Valuation Practice group. Karen has been with the Firm since graduating from the University of Massachusetts at Amherst in 1990. As a Tax Member, she oversees tax, financial statement and business consulting engagements. Karen has over thirty years of consulting, accounting, and tax experience and provides professional services to a variety of physician practices. She concentrates her practice in the areas of accounting, tax compliance, tax planning and consulting with physician and dental practices, closely-held businesses in construction and manufacturing, and individuals.
Karen is a member of the New York State Society of Certified Public Accountants (NYSSCPA), the American Institute of Certified Public Accountants (AICPA), and the National Association of Certified Valuators and Analysts (NACVA). She is a past member of the Leadership Council of the Women’s Fund of Central New York and is the past President of the Syracuse Chapter of the NYSSCPA. She is a sustaining member and past Treasurer of the Junior League of Syracuse.