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Management Team

Andrew A. Talley
Principal

Managing Partner, Talley, LLP
Managing Partner, Talley Law Group, LLP

Professional Experience

Andrew A. Talley is the Managing Partner of Talley, LLP and Talley Law Group, LLP. He has extensive experience in tax consulting, planning, and compliance for all varieties of taxpayers. He is experienced in handling Internal Revenue Service disputes and has represented clients from the initial audit through United States Tax Court. Mr. Talley manages the firm’s Mergers and Acquisition practice. He has represented clients in over 100 transactions, ranging in size up to half a billion dollars in transaction value. Mr. Talley advises clients in the legal and tax implications of corporate acquisitions and dispositions.

Mr. Talley has broad exposure to the problems and opportunities of small and mid-sized businesses and their owners. He has particular experience dealing with closely-held businesses in the transportation, manufacturing, distributing, healthcare, financial services, and real estate industries. He has advised business clients on the entire range of tax and business consulting services, including executive compensation plans, lease/buy analyses, employee benefit plans, inventory planning and other tax planning matters. Mr. Talley also advises the owners of closely-held businesses in the areas of estate planning, pension plans, investment, and general tax planning strategies.

Mr. Talley is closely involved with the firm’s consulting function. He has advised business owners in the areas of corporate financing, company and departmental reorganizations, business continuity, and succession planning. He has structured corporate and shareholder redemptions, employee stock ownership plans, and other shareholder purchase agreements.
As the managing partner for the firm, Mr. Talley guides the administrative, marketing, and sales functions of the business. As the founder of a Top 30 Orange County CPA firm, Mr. Talley has also managed the startup of two additional practice , Talley Law Group (a tax law firm) and Group 11 Advisors (a financial services and bookkeeping firm).

Mr. Talley is responsible for the firm’s strategic planning, growth, and new business development. He also oversees the firm’s private equity function.

Mr. Talley has served on numerous boards of nonprofit and private sector institutions.

Professional Organizations

American Institute of Certified Public Accountants, member since 1986, Section on Taxation
California Societies of Certified Public Accountants, member since 1986
California Bar Association, member since 1981

Education

Juris Doctor, University of Pacific, McGeorge School of Law, Sacramento, California, 1981
Master of Business Administration from California State University at Sacramento, 1981
Bachelor of Arts in Business Administration with a concentration in Accounting, California State University, Long Beach, 1978
Attorney at Law since 1981
Certified Public Accountant since 1985
Professional Continuing Education – 40 hours or more annually since 1981

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A. Troy Abercrombie

Director of Accounting and Auditing Services, Talley, LLP

Professional Experience

Mr. Abercrombie serves as Talley’s Director of Accounting and Auditing Services and has filled this position since 1993. Mr. Abercrombie is responsible for supervision of the professional staff, review and quality control of assurance service, including traditional accounting and auditing engagements, operational and business advisory services, analysis and recommendations for business processes, and management of risks. Mr. Abercrombie also serves as the Chief Financial Officer (CFO) of Talley, LLP.

Mr. Abercrombie currently serves as the partner in charge of the firm’s new entrepreneurial small business division. This division focuses on business with revenues less than $5 million and provide bookkeeping, accounting, tax preparation, and controllership services.

Mr. Abercrombie has significant experience working with closely-held companies and their owners. He has particular exposure to the manufacturing, distribution, healthcare, and transportation industries. Mr. Abercrombie has assisted these businesses by preparing financial statements, analyzing internal control procedures, designing and implementing accounting systems, assisting in the conversion of computer systems and developing significant ratio and data analyses.

Mr. Abercrombie serves as the CFO for a mid-size manufacturing company. His duties include managing accounting department personnel, negotiating and obtaining financing, evaluating adequacy of insurance coverages, and provides oversight control for the owners of the enterprise.

Mr. Abercrombie has taught continuing education classes for Grant Thornton and has lectured to California State University, Fullerton and Chapman University students on topics such as ethics and trends in Public Accounting. Prior to joining Talley, LLP, Mr. Abercrombie was a Senior Audit Manager for Grant Thornton, an international accounting firm, and served closely-held businesses and publicly traded entities in the manufacturing, distribution, healthcare, and construction industries.

Professional Organizations

American Institute of Certified Public Accountants, member since 1987
California Society of Certified Public Accountants, member since 1987

Education

Bachelor of Science in Business, California State University, Fullerton, 1984
Certified Public Accountant since 1987

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Todd T. Tillman

Tax Director, Talley, LLP
Partner, Talley Law Group, LLP

Professional Experience

Todd T. Tillman is the Tax Director of Talley, LLP, and Talley Law Group, LLP. Mr. Tillman has extensive experience in tax planning, consulting and compliance for income, estate, and gift tax clients; representation before tax authorities from initial audit through United States Tax Court; legal planning, consulting, and compliance for a variety of entities, both for-profit and non-profit; and planning and drafting estate plans and business agreements. Mr. Tillman is responsible for overall performance of the tax and legal services provided to the firm’s clients.

Mr. Tillman provides tax and legal counsel to small and medium-sized businesses and their owners on a wide array of tax and business consulting services, including entity structures, wealth preservation and enhancement, asset protection, succession planning, and other sophisticated tax reduction strategies and planning matters. Mr. Tillman has experience with closely-held businesses in the transportation, manufacturing, distribution, healthcare, financial services, and real estate industries.

Prior to joining Talley, Mr. Tillman served on active duty as an Assistant General Counsel, Special Assistant U.S. Attorney, Senior Military Legal Counsel to various commanders.

Professional Organizations

California Bar Association, member since 1997
Orange County Bar Association, member Taxation, and Estates and Trusts Sections since 1997
Nebraska Bar Association, member since 1988

Education

Masters of Law – Taxation, University of San Diego School of Law, 1996
Juris Doctor, Creighton University, Omaha, Nebraska, 1988
Bachelor of Arts in Business Administration with a concentration in Accounting, Midland Lutheran
College, Fremont, Nebraska, 1985
Attorney At Law since 1988, licensed to practice in California and Nebraska.

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Thomas Champieux

Audit Partner, Talley, LLP

Professional Experience

Mr. Champieux serves as Talley’s Director of Accounting and Auditing Services. Mr. Champieux is responsible for supervision of the professional staff as well as the review and quality control of assurance services, including traditional accounting and auditing engagements, operational and business advisory services, analysis and recommendations for business processes, and management of risks. Mr. Champieux has significant experience working with closely held-companies and their owners.

He has particular exposure to the manufacturing, distribution, healthcare, and transportation industries. Mr. Champieux has assisted these businesses by preparing financial statements, analyzing internal control procedures, designing and implementing accounting systems, assisting in the conversion of computer systems and developing significant ratio and data analyses. Mr. Champieux has acted as an expert witness on numerous occasions, offering professional opinions and testimony in respect to generally accepted accounting principles, including tests of documentary evidence supporting the transactions recorded in the accounting records.

Mr. Champieux has spoken and lectured to California State University and Chapman University students on topics such ethics and trends in Pubic Accounting. Prior to joining Talley, Mr. Champieux was Partner at a local Newport Beach-based CPA firm, where he specialized in serving closely-held businesses in the manufacturing, distribution, healthcare, and construction industries. He also has served as a Manager with the Irvine, California office of the national firm of Grant Thornton.

Professional Organizations

American Institute of Certified Public Accountants, member since 1989
California Society of Certified Public Accountants, member since 1989

Education

Bachelor of Science in Business, University of Southern California, 1983
Certified Public Accountant since 1987.
Certified Valuation Analyst.

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Jim
Conner

Audit Partner, Talley, LLP

Professional Experience

Jim Conner is an Audit Partner for Talley, LLP. He has extensive experience providing advice and consultation on financial reporting and accounting matters to the Board of Directors and Audit Committees of companies ranging in revenue from $100 million to $1 billion.

With over 20 years as a partner in a Big Four firm, Mr. Conner advises clients regarding accounting and financial reporting for mergers and acquisitions, stock offerings, and divestitures, as well as numerous complicated revenue recognition issues with contractual agreements.

Professional Organizations

American Institute of Certified Public Accountants, member since 1972
California Society of Certified Public Accountants, member since 1972
Orange County Forum for Corporate Directors, rejoined effective 2015.

Education

Bachelor of Arts in Accounting, California State Polytechnic College, San Luis Obisbo
Certified Public Accountant since 1972

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Frank
Weber

Director, Talley, LLP

Professional Experience

Frank has over 20 years of commercial and corporate banking experience and over 10 years of sales and marketing management experience.

Frank oversees all business development activities and is responsible for developing the overall marketing strategy for Talley and its affiliates. His other responsibilities include designing and implementing processes to support business growth and the training of client account managers.

Education

Masters of Business Administration, Pepperdine University
Bachelor of Science in Business Administration, California State University at Fullerton

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Matthew Talley

Partner

Professional Experience

Matthew Talley is the force behind Group 11 Advisors. His previous experience in the commercial banking profession gives him a unique understanding of the financial reporting issues faced by small businesses. His observations not only helped lead to the firm’s reception, but also were the source of many of its categorical distinctions, including the ability to offer CPA-level financial analysis for small and moderate sized businesses at an affordable price. Matthew is the chief relationship manager for the firm, personally ensuring client satisfaction with each and every service provided.

Education and Professional Memberships

Bachelor of Science from the University of Southern California, Marshall School of Business
Young Alumni Chair for the USC Alumni Club of Huntington Beach
Member of the Irvine, Anaheim and Santa Ana Chambers of Commerce

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