Aldrich Advisors

Brendan Hollis specializes in providing tax and financial planning services to manufacturers, distributors, retailers, professional service firms and restaurants. He helps business owners with their estate and gift tax planning so they can grow wealth for retirement and effectively meet their families’ future needs.

Brendan also advises clients on both buy side and sell side transactions, including structuring of acquisitions, dispositions, mergers and carve-outs. He has expertise in tax modeling, tax benefit analyses, tax due diligence and also assists with tax planning for tax “step-ups” (e.g., Sections 338(h)(10), 336(e), or 754 elections).

He is a member of the San Diego Chapter of the Association of Corporate Growth and the Alliance of Merger & Acquisition Advisors. Brendan attended California State University San Marcos where he graduated with a B.S. in business administration with an emphasis in accountancy.

Brendan Hollis, CPA, CM&AA
(760) 268.0225

bhollis@aldrichadvisors.com
www.adlrichadvisors.com