Jason is a principal in the business valuation and litigation consulting group at Apple Growth Partners (AGP). As an Accredited Senior Appraiser, Jason has been responsible for the development of nearly 1,000 business valuation engagements for interests in closely held companies covering a variety of industries. He has performed valuations and other financial analyses for a number of purposes including litigation support services involving domestic relations, shareholder dispute and asset tracing. Non-litigation engagements include collaborative and mediated divorce settlements, estate and gift taxes, Employee Stock Ownership Plans (ESOPs) and mergers and acquisitions. Jason has been engaged to provide expert witness testimony relating to business valuations, lost profits and economic damages, forensic accounting, solvency, spousal and child support, and asset tracing matters.
Jason is a summa cum laude graduate of Ohio University with a Bachelor’s degree in finance. Additionally, Jason has obtained a Masters of Business Administration at Case Western Reserve’s Weatherhead School of Management, receiving the Dean’s Academic Achievement Award. Jason is an Accredited Senior Appraiser and member of the American Society of Appraisers, as well as a Certified Valuation Analyst and member of the National Association of Certified Valuators and Analysts. As an Enrolled Agent (EA), Jason is a federally-authorized tax practitioner, who has technical expertise in the field of taxation, and is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals.