The firm's principal is a member of the Institute of Business Appraisers, which was established in 1978 and is the oldest professional society devoted solely to the appraisal of closely-held businesses. IBA is a leading authority on business appraisal education, industry research, and business appraisal certifications.

The firm's principal is also a member of the American Institute of Certified Public Accountants, which is the national, professional organization for all Certified Public Accountants. Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.