Yogesh N. Patel, CPA, CFE

Yogesh has 20 years of experience advising private equity-owned and privately held companies that range from startups and emerging growth to established middle market. He routinely provides assurance and transaction advisory services and advises on complex transactions, including mergers and acquisitions, debt refinancing and recapitalizations. Yogesh also advises clients on ownership structure, exit planning and business process improvements. Yogesh serves as an advisory board member to fast growing companies around the U.S.

Education

• Bachelor of Science in Accounting
  University of Alabama at Birmingham, Birmingham, AL
• Master of Accounting
  University of Alabama at Birmingham, Birmingham, AL

Professional Affiliations

• Association of Certified Fraud Examiners
• American Institute of Certified Public Accountants
• Alabama Society of Certified Public Accountants
• Georgia Society of Certified Public Accountants

Community Involvement

• United Sponsor Care, Board Member

Ask Me About

• How my father influenced me to become a trusted business advisor
• The benefits of organizations performing an enterprise risk assessment
• Whether your company is ready to seek growth capital
• My experience working in a family-owned business