Josh joined ComStock Advisors in 2017. Over the course of his career, he has performed numerous business valuations in a wide variety of industries for many different purposes, such as estate and gift tax situations, shareholder disputes, mergers and acquisitions, goodwill and other asset impairment tests, and purchase price allocations. His background includes a work history at Dixon Hughes Goodman, LLP (“DHG”), where he performed gift & estate valuations, goodwill impairment testing, and general valuation work for both private and public clients. While at DHG, Josh also gained experience valuing equity grants, including equity valuations involving complex capital structures related to mergers & acquisitions and stock compensation.
Prior to DHG, Josh was employed by Bank of America at its corporate headquarters in Charlotte, North Carolina. Josh served in various finance and accounting roles while at Bank of America, including Accounting Policy & Financial Reporting, where, among other responsibilities, he conducted the bank’s goodwill impairment testing. During his time at the bank he also worked for the Competitive Analytics group, where he benchmarked the bank’s segmented loan and deposit portfolios against peer bank portfolios. Finally, Josh worked in Global Workplace Finance while at the bank. There he gained experience in the bank’s real estate infrastructure and specialized in the bank’s real estate endeavors, including acquisitions, divestitures, and other ad-hoc projects. His time also included support of the bank’s energy team while helping create financial forecasts and implementing energy cost saving strategies for a team of engineers focusing on the bank’s utilities portfolio.
Josh has attended the AICPA’s business valuation school in New York City. Additionally he has helped in the co-authoring of three articles written for Business Valuation Resources: “Understanding the Importance of Buy-Sell Agreements to Valuation Services”, “Alternative Methods of Purchase Price Determination in Buy-Sell Agreements”, and “Avoiding the Complications and Disparate Opinions of Value in Buy-Sell Agreements.” Josh received a B.S. in Mathematical Science from Pfeiffer University in 2006, graduating with honors. He then earned a M.A. in Accountancy from the University of North Carolina in Chapel Hill in 2008.
Education
- University of North Carolina, MA in Accountancy
- Pfeiffer University, BS in Mathematical Sciences