Jerry is the chief executive officer of UHY Advisors MO, Inc., the Midwest region of UHY Advisors, Inc. He is also a member of the firm’s National Management Committee.
Since 1987, Jerry has provided his financial insight and leadership to UHY. He has significant M&A experience on both the buying and selling side, with specific expertise working alongside entities with international operations.
Jerry’s primary industry focus is with privately-held companies. He has co-led Midwest region’s Manufacturing and Distribution Services Group since 2000. His work with manufacturers has provided him with knowledgeable insight on product costing and inventory accounting and valuation. He joined the UHY International Board of directors in November 2019.
PROFESSIONAL EXPERIENCE
- Audits, Reviews & Compilations
- Financial Reporting Assistance
- Agreed Upon Procedures
- Financial Forecasts
- Business Formation & Entity Structuring
- LIFO Analysis & Computation
- Financial & Operational Due Diligence
- Financial Modelling
- Cash Flow Projections
- Internal Controls Review & Design
- Assisted executive management and ownership in developing management reporting tools, customer contract modelling, debt refinancing and international expansion
- Developed costing models that support pricing decisions that helped double the revenues of a company
- Assisting businesses with generational transitions
- Assisted management with the accounting and integration of the acquisition of 10 companies in three years, which helped position the company for sale to public company
QUALIFICATIONS
- Licensed CPA in the state of Missouri, Illinois and Louisiana
- S. in Accountancy, University of Missouri – Columbia
- Joined the firm in 1987
PROFESSIONAL MEMBERSHIPS (ACTIVE AND/OR PRIOR)
- American Institute of Certified Public Accountants (AICPA)
- Missouri Society of Certified Public Accountants (MOCPA)
- Illinois Certified Public Accountants Society (ICPAS)
- American Production and Inventory Control Society (APICS)
current and former civic memberships include
- YMCA of the Ozarks – Board Member; Past Board Chair
Selected speaking engagements
- “Utilizing Succession Planning as a Tool to Tackle the Skilled Labour Shortage” ISE Magazine
- Numerous speaking engagements and articles addressing cybersecurity, risk management, succession planning and the future of auditing