Our clients may not consider us Super Heroes, but we would like to think they do. We wake up every day with a vision to provide our clients the tools to identify unique opportunities to improve their operations through the implementation of best practices. In order to facilitate this vision, we approach each day with a philosophy of client centricity and collaboration.
Every day we ask ourselves how can we serve our clients better and provide more value. With the completion of each engagement, our team immediately begins the process of exploring new opportunities to bring to our clients. When we cannot provide the best solutions to address our client’s problem, PM Business Advisors will team with a group of Best in Class service providers to ensure the success of each project. This is our vision and philosophy that drives us to be successful every day for our firm, our team members, and most importantly, our clients.
CEO & Managing Director, Business Advisory
Chris has over 20 years of experience in providing business advisory services to corporate America. Chris’s clients include many Fortune 1000 companies and he is an acclaimed thought leader in the area of sales & use tax. Chris has maintained the role of Advisory practice leader for several firms before taking the helm as CEO for PM Business Advisors in 2015.
Service Specialty: Sales & Use Tax, Credits & Incentives, and Tax Controversy.
Peter J. Scalise
Managing Director, Federal Tax Credits & Incentives Practice Leader
Peter is a highly distinguished BIG 4 Alumni Tax Practice Leader and has approximately 25 years of progressive tax leadership experience developing, managing and leading multi-million dollar tax advisory practices on a regional, national, and global level. Peter is a highly acclaimed thought leader in the fields of accounting and taxation with deep subject matter expertise in connection to designing, implementing and defending sustainable methodologies for specialty tax incentives.
Service Specialty: R&D Tax Incentives; Orphan Drug Tax Incentives; Comprehensive Fixed Asset Analysis incorporating Construction Tax Planning, Cost Segregation Analysis and TPR Compliance; IC-DISC Structuring Services; Energy Tax Benchmarking & Energy Tax Incentives; Accounting Methods and Periods Planning; and Television, Movie, & Broadway Production Tax Incentives.
Jason K. Lee
Chief Operating Officer
Jason Lee brings over 16 years of leadership experience in the financial services and technology industry working with the largest retailers and commercial businesses across the US, Canada, and Europe. Jason possesses the unique combination of skills in recovery audit, data analytics, IT, and client relationship. He also sits on various advisory boards in the financial services, non-profit, technology, and start-up areas and is an active member of the Project Management Institute organization. Before joining PMBA, Jason was the Global PMO and Deputy CIO at PRGX accountable for the IT strategy, P&L, global PMO, and escalation management. Prior to PRGX, Jason managed the global recovery audit accounts for retail, commercial and contract compliance at Connolly which included client account management, operational efficiencies, technology, and data analytics.
Christopher S. Utschig, P.E
Managing Director, Cost Segregation
Christopher S. Utschig, a licensed professional engineer, has a proven track record spanning more than thirty years in the design and construction of both residential and commercial projects, throughout the United States. His was the principal responsible for projects with construction budgets ranging from $2 M to large scale projects with budgets of more than $50 million. Christopher has established a professional reputation for excellence in: strategic planning, construction feasibility studies, cost estimating and profitability assessments, value engineering, and design build strategies. He has delivered for his clients an open approach and flexibility to their projects, as well as creative and critical problem solving skills, providing his clients with the greatest value. Prior to joining PM Business Advisors, Christopher was the senior partner at Stevens Engineering PLLC where he retains a Board seat. Prior to joining Stevens Engineering, Cristopher served as Regional Vice President at Toll Brothers Inc. Christopher received his Bachelor’s Degree in Engineering from Northeastern University and maintains his professional license in multiple states.
Director of Tax Advisory
Bob has over 40 years of experience in corporate taxation and has joined PM Business Advisors to assist with our growing state & local tax advisory practice. Bob has successfully built and managed several large tax departments and has a vast network of state and corporate tax professional relationships. His extensive career included positions with Arthur Andersen LLP, Deloitte & Touche LLP, The Readers Digest Association, Inc., Avon Products, Inc. and most recently, Carl Zeiss, Inc. as Director of Tax.
Service Specialty: State & Local Tax, Audits & Tax Accounting, Tax Advisory.
P: 914-218-1300 x577