Business Consulting Services
Boca Raton, FL
Ian advises companies through capital raises, business plan preparation, financial modeling (including forecasting and budgeting), target setting and performance improvement initiatives.
Ian Goldberger works hand-in-hand with companies through financial complexities, as well as optimizing operational performance to improve profit margins and overall bottom-line earnings.
Ian advises companies through capital raises, business plan preparation, financial modeling (including forecasting and budgeting), target setting and performance improvement initiatives. He also works with companies on transaction advisory projects, including merger and acquisition strategy, due diligence and post-deal integration planning and execution.
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. During his tenure, he participated on deal teams with acquisitions totaling more than $550 million.
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. In addition, he was a member of a team tasked with preparing an S-1 filing for initial public offering purposes.
He is a Certified Public Accountant in the state of Florida and earned his bachelor and master’s degrees in accounting from the University of Florida.