Dan Markowitz

Partner and ESOP Practice Leader / Boulay, PLLP

Dan is the leader of Boulay's ESOP practice. He specializes in audit and other financial reporting engagements for private and ESOP-owned companies. Dan provides financial and consulting services to ESOP companies, including ESOP feasibility studies, ESOP sustainability projects, repurchase obligation studies, and managing annual ESOP administration. Dan also leads due diligence teams in evaluating the financial and operational reporting system of acquisition target companies, assisting companies with deal structuring, tax impacts, and quality of earnings reports.


Forecasting for ESOP Valuations in Uncertain Times