Andrew Velasquez, Design Analyst


Drew is the head of our case design team. He began his career in public accounting in Seattle while specializing in the issues that affect corporate and personal income taxes, ownership transition, value realization, strategic management, and tax structures of closely held businesses. He has personally consulted with hundreds of clients regarding strategies ranging from simple estate documents to negotiating on behalf of clients for the sale of a business. This diverse background allowed him to develop a proprietary consulting and planning software tool that has become the cornerstone of making informed strategic decisions for both privately owned companies and their respective shareholders.