Peter B. 赖利，注册会计师，CVA
高级顾问
“老葡京手机app一直在为未来而建设，为此，我们必须对我们所有的员工进行投资."
Peter B. 赖利，注册会计师，CVA是高级顾问, 前董事会主席，顾问公司总裁和管理合伙人, 葡京会手机app下载 & 老葡京手机app(老葡京手机app). He was also a director of the construction and real estate group. 目前, Pete’s focus is on mergers and acquisitions, business transactions and succession planning. 他在规划和监督建筑/房地产项目方面拥有35年的审计和税务经验, automotive and not-for-profit industries.
Pete为包括汽车集团在内的各种客户提供业务评估服务, 房地产有限责任公司, general contractors and subcontractors, 政府承包商, 制造商, 停车设施经营者, 贸易展览. medical practices, restaurants and fitness facilities. He represents the firm in 诉讼 matters, providing expertise on forensic accounting, 股东纠纷, 行政不当行为, 日记账掩盖, wrongful death calculations, and accounting standards interpretations.
Pete has extensive experience with family owned and operated businesses, and co-authored the book “Minding Your Family Owned & 管理业务”. 他在会计和税务方面的知识使他多次发表演讲, including with the Associated Builders and Contractors of Metro Washington, 华盛顿国会大厦, the Mid-Atlantic Surety Association, 亚历山大商会, and the American Subcontractors Association of Metro Washington. Pete还在大华盛顿注册会计师协会和马里兰州注册会计师协会举办了审计和会计研讨会.
Pete曾在2019年美国注册会计师协会ENGAGE会议上为多个行业团体介绍了并购对老葡京手机app增长的影响, the 2019 Rainmaker Companies SuperConference, 全国汽车经销商顾问联盟2019年秋季会议以及上游学院的成长战略学习演讲. 他在2020年春季向大华盛顿注册会计师非营利委员会发表演讲时，谈到了老葡京手机app的老葡京手机app和葡京会手机app下载性.
皮特接受采访时谈到了老葡京手机app在2019年move Forward中实现更大老葡京手机app的举措, 为注册会计师和咨询公司提供的年度公认的多元化和葡京会手机app下载性报告. 他曾在北弗吉尼亚社区学院担任会计讲师, 曾在《老葡京手机app》的年度财务规划特别报道中出现，并接受过《葡京会手机app下载》的采访, a nationally syndicated business program, 和1st Floor Conversations, an ADP podcast program. 海登洛克解决方案对皮特的另一次播客采访出现在会计思想领袖的书中, 改变会计的面貌:关于重塑注册会计师领域的前瞻性对话. 皮特的故事, “五年内七家公司”, recounting the firm’s history of mergers over the past few years, was featured in the Virginia Society of 注册会计师s’ membership publication, 披露的信息. He was also featured in a VS注册会计师 Member Spotlight.
Professional Qualifications and Education
- Certified Public Accountant (MD, VA), American Institute of 注册会计师s
- 注册估值分析师，全国注册估值分析师协会
- B.S. Business Administration, Marquette University
- International Economics Program, University of Loyola, Roma, Italy
Professional Associations and Activities
- American Institute of Certified Public Accountants, Member
- Greater Washington Society of 注册会计师s, Committee Chair, 1st 房地产 and 建设 Conference
市民及商业协会
- Bishop Ireton High School – Chairman of the Board of Governors
- Bank of Georgetown – Advisory Board, Past
- Burke and Herbert Bank – Advisory Board, Past
- Belle Haven Country Club, Capital Funds – Chairman, Past President
- Alexandria Chamber of Commerce – Member
- 乡村俱乐部游泳 & 跳水协会-前任主席
- District of Columbia Jaycees – Treasurer
- Alexandria Center of Employment – Treasurer
- Saint Mary’s 首页 and School – Treasurer
奖 & 识别
- “2015年度公共执业杰出会员”-大华盛顿注册会计师协会
- 2019年获得Rainmaker Companies颁发的年度管理合伙人奖
演讲
- 五年内七家公司:我有一种感觉，我们不再在堪萨斯了(2019年AI注册会计师 ENGAGE), the 2019 Rainmaker Companies SuperConference, the National Alliance of Auto Dealer Advisors’ Fall 2019 Meeting)
- 提防税务人员:在美国经商(在2019爱马仕博览会上)
文章、采访 & 白皮书
- “卓越会计服务-发表于 公共会计内幕 (2021年3月)
- “五年内七家公司-发表于 披露的杂志, Virginia Society of 注册会计师s (September 2020)
- 管理合伙人Pete 赖利在上游学院就公司在战略增长期间遇到的变化发表演讲, Webinar feature with Upstream Academy
- “Managing Partner Peter 赖利 Shares How Diversity & Inclusion Helped Him Build A Top-25 Firm”, Interview by Jeremy Francese (1st Floor Conversations, ADP)
- “为律师辩护“, Interview for 2019 MOVE Forward, the Diversity & Inclusion Report for 注册会计师 and Advisory Firms
- “行政领导电台“, Interview by Herb Cohen (syndicated radio program)
- “管理你的家族企业 & 商业管理"二十六项小型企业成功策略" -撰稿(click here and scroll down to request a complimentary copy)
- “改变会计的面貌,” Interview by Ian Welham, Haydenrock Solutions
- “当警报响起:成功的决心始于有效的政策.-发表于 披露的杂志， 2015年5 / 6月刊
观点
- 当今的客户环境……”这是一个不断变化、充满挑战和竞争的环境! Our auto clients are faced with pricing challenges, 改变特许经营和税法, Internet purchasing and consolidation, 举几个例子. Our Not-for-Profit clients are searching for additional revenue sources; whether it is from member services or contributions, 国税局审查, 项目的相关性, accountability and board governance issues. Contractors continue to fight margin issues and cash flow. 退休和继任计划仍然是我们与高净值客户讨论的重要内容. It is always rewarding when we can help our clients face these challenges.”
影响
- Book influence…”‘Are You My Mother’ by Dr. 苏斯. 和女儿一起读这本书让我们在她很小的时候就诊断出了她的阅读障碍.”
灵感
- My perfect day… “starts with sunrise fishing at Cape Point, NC, 然后是Crissy(我的妻子)和我带着Dublin(我们的狗)去散步和游泳, 然后每个人都在冲浪, 浅水冲浪板, 踢足球, 人体冲浪, 烤新鲜的蛤蜊和热狗, and falling asleep to the sound of the pounding surf.”
演讲:
- 2020年8月21日-当你的公司成长时(2 / 2)-为上游学院考虑什么
- 2020年8月10日-当你的公司成长时(1 / 2)-为上游学院
- 4月30日, 2020 -非营利部门会议:建立一个葡京会手机app下载的社区(老葡京手机app和整合)- GWS注册会计师
- 10月28日, 2019年-五年内七家公司:我有一种感觉，我们不再在堪萨斯了(全国汽车经销商顾问联盟)
- 9月22日, 2019 -五年内七家公司:我有一种感觉，我们不再在堪萨斯了(对于MFR集团)
- 6月19日, 2019 -五年内七家公司:我有一种感觉，我们不再在堪萨斯了(为造雨公司超级会议)
- 6月12日, 2019 -五年内七家律所:我有一种感觉，我们不再在堪萨斯了(AI注册会计师 ENGAGE)
- 12月14日, 2017 -会议演讲(为大华盛顿注册会计师协会第一届年度建筑和房地产会议)
闪电轮
- Where is your favorite place to spend free time? In my free time, you are most likely to find me at a swimming pool.
- What do you want people to remember? I want people to remember and emulate those who truly inspire them.
- Where is your favorite place to travel? I’ve been fortunate enough to have traveled to many faraway places, 无论是为了生意还是为了家人. Embracing the world is reflected in our multi-cultural work environment. My favorite destination for my family is Rome, Italy. For pleasure, it is fly fishing the Seychelles’ Islands. 在工作方面，它将帮助清除柬埔寨或斯里兰卡的地雷.
- What are four to five words you think describe you? 描述我的五个词是:热情，富有同情心，公平，尊重和有趣.
所见所闻
皮特·赖利(Pete 赖利)在2014年全球企业超级大会上担任“企业继任计划:留下遗产”专题小组成员
