Jacob delivers assurance and advisory services to organizations ranging from middle-market businesses to large private enterprises, specializing in the manufacturing, distribution, and oil and gas sectors. His client portfolio includes private equity-backed companies and closely held businesses led by founders and owners.
Jacob has extensive experience assisting clients with mergers and acquisitions, corporate restructurings, and complex revenue arrangements. He also provides assurance and compliance services for defined contribution plans, helping plan sponsors meet ERISA audit and Form 5500 reporting requirements.
