Tracy’s clients value her personalized assistance that she delivers with a smile. She provides technical expertise to high-net-worth individuals and owners of closely held businesses in Northwest Florida. Tracy has more than 20 years of experience in public accounting and represents sophisticated entrepreneurs in a variety of industries, including real estate, construction, hospitality, retail, and professional services.
As a certified valuation analyst (CVA), Tracy assists companies, their owners, and their legal counsel value closely held businesses for various reasons: business succession planning, potential sale, estate and gift transfers, litigation support, and goodwill impairment.
Tracy is a member of CRI’s tax development and business valuation teams. She has served as chairperson for CRI’s Tax Education Committee. Tracy has also written articles for the Florida Institute of Certified Public Accountants (FICPA) and has taught numerous continuing education courses for CRI.
Certified Public Accountant (CPA)
Certified Valuation Analyst (CVA)
Chartered Global Management Accountant (CGMA)
Florida Atlantic University, Bachelor’s
University of West Florida, Master’s
500 Grand Blvd Ste 210 Miramar Beach, FL 32550