Ian Goldberger, CPA
Principal, Transaction Advisory Services, Business Consulting Services
Boca Raton
(561) 620-1705Overview
Ian Goldberger is a Principal in the Business Consulting Services (BCS) practice and helps lead the firm’s Transaction Advisory practice. Ian advises companies through capital raise and merger and acquisition initiatives including strategic planning, financial modeling, financial and operational due diligence and post-deal integration planning and execution. Ian and the BCS team also work hand-in-hand with companies through process improvement initiatives, financial complexities, as well as optimizing operational performance to improve profit margins and overall bottom-line earnings.
Prior to joining Kaufman Rossin in 2016, Ian was a key member of a national medical group’s internal business development team, tasked with sourcing and executing strategic physician practice acquisitions. He has supported all aspects of the transaction process, including sourcing; analyzing transaction structures; conducting and coordinating financial, operational and legal due diligence; developing financial valuation models, forecasts and budgets; and planning and executing post-close integration. Ian also worked with a Big Four accounting firm where he performed year-end audits, quarterly reviews, SOX control testing and analytical procedures for large public and private sector entities.
Ian is a Certified Public Accountant in the state of Florida, co-chairs Kaufman Rossin’s Healthcare Industry Group, and serves on the board of the Association for Corporate Growth (ACG) South Florida chapter as the Sponsorship Chair.
Education
Bachelor of Science, Accounting, University of Florida
Master of Accounting, University of Florida
Industries
- Aviation
- Construction
- Financial Services
- Healthcare
- Manufacturing & Distribution
- Retail
- Technology
- Transportation
