Background
Paul Curtis has more than four decades of experience in accounting, taxation, mergers and acquisitions, and business valuation, advising closely held businesses across a wide range of industries. He specializes in corporate, partnership, and limited liability company tax planning, guiding clients through complex transaction structures and ownership considerations.
Paul advises clients throughout all phases of business acquisitions, including evaluating transaction feasibility, conducting tailored due diligence, preparing financial forecasts and projections, negotiating transaction terms, and structuring acquisitions for optimal tax and financial outcomes. He also has extensive experience preparing business valuation reports for buy-sell agreements, shareholder transactions, business transfers, and estate and gift tax purposes, and has been qualified as an expert witness on valuation matters.
Paul frequently shares his technical expertise as a lecturer and instructor for professional and business organizations, delivering practical insights on taxation, valuation, and succession planning that help business owners achieve long-term strategic objectives.
Certifications and Education
- Licensed CPA in New York
- Licensed CVA in New York
- Bachelor of Business Administration, Siena University
Contact Paul
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