FIND AND CREATE VALUE

 

 

During my 50-year career, primarily in public accounting, I have worked with hundreds of businesses. My goal has always been to create value for my clients.
 

CPAs in public accounting have the opportunity to observe the success and failure of the clients they represent. We also have the opportunity to observe the benefit of good corporate governance. My goal, as an independent director, is to utilize my career experience to become a board member who assists management in increasing the value of the company the board serves.

QUALIFICATIONS

 

Experience

Board Experience

  • Independent Director-AGI Industries, Inc.
  • Board Trustee of Congregation Beth Yeshurun. Audit Committee Chair
  • Private Directors Association - Certificate in Private Company Governance.
  • Private Directors Association – ESOP Governance Essentials Badge

 

Public accounting career included:

  • Auditing
  • Tax consulting and preparation
  • Business consulting
  • Valuation
  • ESOP transactions and consulting
  • Merger and acquisitions
     

Business experience includes:

  • Entrepreneur-started two accounting firms
  • CFO of public company
  • CFO private company

Industries Served

  • Construction, including general contractors, various subcontractors, and oil field service

  • Manufacturing and distribution

  • Professional services

  • Healthcare including product manufacturing

  • Retail and consumer products

  • Real estate, development and investment

  • Aviation

Memberships

  • American Institute of Certified Public Accountants

  • Texas Society of Certified Public Accountants

  • Houston Chapter of Texas Society of Certified Public Accountants

  • National Association of Certified Valuators and Analysts

  • The ESOP Association (served on finance committee)

  • Merger and Acquisition Forum

  • Private Directors Association


MAKING A DIFFERENCE

Finding and Creating Value

 

"Herb’s knowledge and experience would be an asset to any management team seeking to make key business decisions with respect to investment, recapitalization, and tax planning."
- Gene Mannella, P.E., President, GB Connections

 

"Herb has been our valuation professional since we formed our ESOP more than a decade ago . He retired from public accounting at the same time we decided to expand our board. Herb was our choice for this new seat because of his history with the Company, his knowledge of our Company, and his overall understanding of business."
- David B George, CEO, AGI Industries, Inc.