Jason L. Castner
As a Managing Shareholder:
- Assists clients in various industries on issues that impact profitability, business growth, staffing, tax and financial planning, including acquisitions, divestitures and financing decisions.
- Actively involved in the business valuation segment of the firm.
- Leads the veterinary consulting segment of the firm. Works with veterinary practices nationwide in a combination of accounting and consulting roles on issues ranging from improving client compliance, inventory control, exit strategy/practice transition planning, tax planning and increasing profitability.
Certified Public Accountant in Florida
Certified Valuation Analyst (CVA)
Bachelor of Science, Indiana University 1996
Joined the firm in 2001; became a shareholder in 2005
When not at work, Jason spends his time with his wife, Angie and their three children, Benjamin, Jacob, and Olivia.
– Jason L. Castner
– Brett V. Robertson
Brett V. Robertson
As a Shareholder:
- Actively involved in the veterinary consulting segment of the firm. Works with veterinary practices nationwide in a combination of accounting, tax and consulting roles.
- Assists business owners on a wide variety of issues including analysis of key performance indicators, improving profitability, staffing and inventory controls.
- Assists buyers/new owners with understanding valuations, feasibility studies, transition consulting, and securing financing.
Certified Public Accountant in Florida
Bachelor of Science, Coastal Carolina University 2010
Joined the firm in 2013; became a shareholder in 2020
When not at work, Brett spends his time with his wife, Amanda and their son Finley, and enjoys golfing and traveling.