Andrew co-founded his second entrepreneurial endeavor, InteleK Business Valuations & Advisory, which saw him work several years as a valuation expert and business advisor/coach, before publishing his first book. Andrew specializes in all things privately held/illiquid businesses both in the US and Australia, coaching business owners on how to rapidly grow their profitability through 22 tangible/specific strategies. Andrew then works with business owners more holistically on estate planning and assisting business owners to make 'better' exits, conscious of the best exit type and timing for them, given their personal and business circumstances.
Along with business coaching, Andrew has vast experience valuing business of all stages for valuation purposes such as gift & estate tax, proposed business transactions and disputes involving business value. Andrew holds both the Chartered Financial Analyst (CFA®) designation from the CFA Institute and the Accredited in Business Valuation (ABV®) designation from the American Institute of Certified Public Accountants. Andrew graduated from the University of Queensland (Australia) with duel Bachelors of Commerce & Economics (distinction average), where he was also a University Tutor for the School of Economics for the majority of his studies.
Prior to business coaching and his co-founding of InteleK, Andrew developed his initial corporate experience working for Swiss Bank UBS (Sydney, Australia) across both Equity Research and Wealth Management, being involved in the facilitation and selling of both UBS Investment Bank and third-party led ECM & DCM transactions to the 100+ UBS Wealth Management client advisor base. Andrew was involved in over 70 transactions, across both DCM (listed hybrids and OTC debt for transactions raising $20.2bn) and ECM (block trades, placements, entitlements & IPOs for transactions raising $30.9bn). Subsequentially, Andrew purchased a tourism business in Colombia in January 2018, overhauling this asset, before executing its sale in September 2020, providing Andrew with firsthand business and transactional experience in a unique cultural and linguistic environment, through a challenging COVID-19 period.
