Two GYF professionals were recently promoted: Brad Matthews rose to the role of Senior Manager in the Business Valuation Services Group; and Dan Oberst was named as a new Manager in the Tax Services Group.
Brad Matthews, CPA/ABV, CVA – Senior Manager, Business Valuation Services Group
Brad has focused his career on providing valuation and litigation support services since joining Grossman Yanak & Ford LLP in 2011. His experience includes financial statement and historical financial trend analysis, financial modeling, business risk assessment, as well as performing calculations required for the preparation of business valuations and other consulting projects.
Brad has served clients in many industries including manufacturing, professional services, financial services, engineering, construction, retail, management consulting, oil and gas, and technology. He has played a significant role in providing business valuation services for a range of purposes including gift and estate tax planning, Employee Stock Ownership Plans (ESOPs), marital dissolutions, corporate divorce/shareholder disputes, financial and tax reporting, buy/sell transactions, and general business planning. Further, his litigation support experience includes the determination of lost profits and economic damages arising from various disputes, and financial forensic analysis.
Brad graduated from the University of Pittsburgh, earning a double major in Accounting and Finance with a minor in Economics. Brad was selected to participate in Leadership Pittsburgh Inc.’s Leadership Development Initiative (LDI), a program that hones the leadership skills of high-potential young professionals. He is a graduate of LDI Class XXIV.
Brad is a certified public accountant (CPA), he has earned the Accredited in Business Valuation (ABV) credential through the American Institute of Certified Public Accountants, and has earned the Certified Valuation Analyst (CVA) designation conferred by the National Association of Certified Valuators and Analysts (NACVA). Additionally, Brad has given presentations to attorneys and business professionals on a number of valuation-related topics, including: the business valuation process, the income approach, the market approach, special purpose valuations and economic damages.
In his spare time, Brad enjoys golfing, following Pittsburgh sports and spending time outside with his family. He lives in the North Hills with his wife, Alexis.
Dan Oberst, CPA – Manager, Tax Services Group
Dan has eight years of tax experience, in both public and private accounting. At GYF, Dan specializes in providing tax compliance and tax research services to business clients organized as corporations, S Corporations, and partnerships operating primarily in the manufacturing and service industries.
Dan often engages in special project work, providing fixed asset analysis and handling a variety of state tax issues. He serves clients that operate in many states throughout the country, providing assistance with state compliance needs and nexus determinations.
Additionally, Dan assists with quarterly and annual tax projections, estimated tax payment calculations, and tax distribution calculations.
A 2014 graduate of Robert Morris University, Dan earned his Bachelor of Science in Business Administration with a concentration in Accounting, as well as his Master of Business Administration. He is a certified public accountant in the state of Pennsylvania and is also a member of the American Institute of Certified Public Accountants.
Dan resides in Sewickley with his wife, Erin, and their son, Owen.