Lance K. McKee

Lance K. McKee, CPA/ABV, CVA, CDA is a founding partner of the Firm and has extensive experience in finance, attestation and review services for public and private businesses. Lance is an expert on business valuations, maximizing shareholder value, ownership transition, acquisitions and mergers, stockholder disputes, stockholder agreements and Employee Stock Ownership Plans. He has qualified as an expert witness in legal matters. He has developed financial analysis programs to evaluate the financial strengths and weaknesses of a company and established strategies to maximize the value of the business, developing incentive programs and monitoring business operations to achieve this goal.

His other consulting services include such projects as job costing, financial reporting systems, cash flow projects, leveraged buyouts, Employee Stock Ownership Plans, consulting on overhead rates in accordance with the Federal Acquisition Regulations (FAR) and he has consulted on the application of FAR with his clientele.

Lance currently specializes in acquisitions and mergers, business valuations and ownership transition for business owners. He is an active member of the Alliance of Merger & Acquisition Advisors (AMAA), a nationwide association of firms that provides specialized transaction services and support. He is also active in National Association of Certified Valuation Analysts (NACVA), a national organization of business valuation experts.

Lance received his undergraduate degree from Ithaca College and an MBA from Syracuse University. Lance is a member of the following professional organizations:

Academic and Professional Credentials

  • Bachelor of Science , Accounting, Ithaca College, 1966
  • Master of Business Administration, Syracuse University, 1968
  • Certified Public Accountant in the states of New York, New Jersey, Indiana, Pennsylvania and Vermont
  • Accredited in Business Valuation ( ABV) by the AICPA
  • Certified Valuation Analyst (CVA)
  • Certified Design Accountant (CDA)

Professional Affiliations and Memberships

  • Member of American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants
  • American Society of Appraisers (ASA), Candidate Member
  • National Association of Certified Valuation Analysts (NACVA)
  • National Litigation Support Services Association (NLSSA)
  • Alliance of Merger & Acquisitions Advisors (AMAA)
  • National Association of Financial Manager in the Design Profession
  • Member of various community service organizations

Publications and Seminars

  • Published courses and taught seminars on Business Valuation and Ownership Transition
  • Taught seminars on finance and accounting topics for professional organizations and accounting societies

Positions and Experience

  • Partner, Dannible & McKee, LLP Certified Public Accountants and Consultants
  • Principal, Dannible/McKee and Associates, Ltd. (A business valuation company)
  • Board of Directors and Officer of various financial organizations
  • Qualified as an Expert Witness on business valuation and finance issues