- Business Valuation
- Financial Analysis
- Litigation Support
- Business Planning
Sam Wheeler, CPA joined the firm in 2010 and has been in public accounting since 2000. He is a Manager in Business Consulting Services. He specializes in business valuation, financial analysis, litigation support and business planning. Sam works with clients in education, engineering, family limited partnerships, law, manufacturing, maritime, oil and gas exploration, physicians, retail and others.
He earned his Bachelor of Science in Accounting, with a minor in Computer Programming from the University of Alabama in 2000. In addition to his CPA certification, Sam holds the Accredited in Business Valuation (ABV), Certified in Financial Forensics (CFF) and Certified Valuation Analyst (CVA) accreditations.
Sam is a member of the American Institute of Certified Public Accountants, the Society of Louisiana CP As, the National Association of Certified Valuation Analysts and the Financial Consulting Group, North America's largest association of Business V aluation and Litigation Services firms. He is also a member of the Board of Directors of COPAS of New Orleans, the local chapter of the Council of Petroleum Accountants Societies.
Sam has also been an instructor for the Lafayette Bar Association's Continuing Legal Education series and past officer and board member of the Foundation for the Advancement of Maritime Education from 2008-2010.
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