Dan Fales applies his knowledgeable insight to every stage of a portfolio company’s private equity life cycle, from acquisition through the company’s ultimate disposition. A veteran of working with private equity funds and transaction services, Dan is practiced in a variety of transactions including initial acquisitions by funds; expansion acquisitions of the initial portfolio company; tax restructurings; debt, venture capital, and private equity financings; and mergers and acquisitions. Dan advises clients on structuring acquisitions, developing management compensation programs, and providing tax-efficient structures for an ultimate liquidity event. He regularly helps clients implement tax restructuring to maximize after-tax results. Dan’s work with international companies has offered him familiarity with restructurings on a global level. He has significant international experience, from assisting with foreign operations to minimizing the organizations overall tax exposure, and reducing entity organizational risk. Dan combines cross-border transaction experience with local tax knowledge to assist clients with intricate international tax rules. An attorney as well as CPA, Dan brings experience of both the legal and accounting worlds to private equity services.

CERTIFICATIONS & LICENSURE

CPA – State of Ohio
Federal District Court, Southern District of Ohio
US Tax Court

PROFESSIONAL AFFILIATIONS

Ohio Society of Certified Public Accountants
American Institute of Certified Public Accountants
American Bar Association, and Ohio Bar Association

EDUCATION

BS, Accounting & Business Administration, Washington & Lee University
JD, University of Dayton School of Law

Contact Information

Phone: (513) 241-3111
Fax: (513) 241-1212
Email: dfales@cshco.com

Contact R. Daniel