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Transaction Advisory Team

Vic Alexander Vic Alexander, CPA, ABV, CFF Glenn Perdue Glenn Perdue, MBA, CVA, MAFF, CLP
Kevin Crumbo Kevin Crumbo,
Myles MacDonald Myles MacDonald, CPA, CFF, CIR
Dana Holmes | 2nd Generation Capital Dana Holmes, MBA, CVA, MAFF
FINRA licenses 7, 63, 79 and 24
Jim Ward | 2nd Generation Capital Jim Ward, MBA, CVA
FINRA Licenses 79
Jerry Moss Jerry Moss, CPA, CVA Chris Hight Chris Hight, CPA
Scott Mertie Scott Mertie, CHFP
(healthcare industry)
Mike Collins Mike Collins, CPA, ABV, CFF
FINRA Licenses 7, 63, 79 and 24

Transaction Advisory Credentials
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
Accredited in Business Valuation (ABV)
Distressed Business Valuations Analyst (CDBV)
Certified Internal Auditors (CIA)
Certified Information Systems Auditors (CISA)
Master Analyst of Financial Forensics (MAFF)
Certified Insolvency and Restructuring Advisor (CIRA)
Certified Bank Auditor (CBA)
Certified in Financial Forensics (CFF)
Certified Fraud Examiner (CFE)