Leadership Team

Education + Certification
Memberships
Community Involvement
Service + Industry Focus
- Baldwin Wallace University, Bachelor of Arts in Economic Business & Administration
- Certified Public Accountant (CPA)
- American Institute of CPAs (AICPA)
- The Ohio Society of CPAs (OSCPA)
- Baldwin Wallace University, Board Member
- Bon Secours Mercy Health Foundation Board, Board Member
- Martindale Electric, Board Member
- Myeloma Foundation, Board Member
- OMCO Holdings and Subsidiaries, Chair
- Old Meadow Farms, Board Member
- Western Reserve Insurance Group, Board Member
- Bravo Wellness, Former Board Member
Industries:
- Manufacturing and Distribution
- Service Enterprises
Services:
- Corporate Finance
- Family Business Services
- Family Office Services
- Investment Planning
- Succession Planning
- Tax Services
- Transaction Planning Services
floyd a. trouten III, CPA
director
Floyd A. Trouten III is a tax director in the transaction advisory service area. Floyd has over 40 years of experience and has been involved in over 400 transactions, including mergers and acquisitions, recapitalizations, redemptions, leveraged buyouts, ESOPs, and other structuring formats. His industry focus includes working with manufacturers, distributors, financial service companies, high-tech and software companies, and with private equity/investment companies.
Floyd has extensive experience working with family offices and high-net-worth individuals and is the lead client service director in this area.