In 2014, Don Swartz acquired the Midwest property tax practice from CBIZ – MHM, LLC. Since that time Swartz + Associates, Inc. has focused its energies on providing excellent service in the review and analysis of property tax valuations for clients.
This review includes fair market value analyses of not only commercial/industrial real estate values, but also business personal property and the valuation of machinery and equipment, furniture and fixtures, inventory and data processing equipment.
The practice is diverse: representing single-use manufacturers to multi-tenant office buildings, convenience stores to large retail facilities, and full-service hospitality resorts to multi-family housing. Additionally, the equipment valuation practice continues to expand as the need to value assets as a result of acquisition or re-financing increases. Swartz + Associates, Inc. is proud of the fact it has been able to successfully review and maintain the portfolio of the existing client base while adding new clients since the acquisition.
Donald J. Swartz, ASA
As President of Swartz + Associates,Inc., Don has managed and reviewed business property statements and real property valuations in excess of two billion dollars.
David enjoyed thirty-five years working in the financial industry supporting advisors and investors with service and solutions. His experience solving problems and providing practice management recommendations fostered deep connections with advisors, industry leaders, and investors nationwide.
Eric joined Swartz + Associates, Inc. as a senior property tax analyst in November of 2017. Eric’s previous work experience includes over 3,500 appraisal hours and is a certified general real estate appraiser in Missouri and Kansas.
Charles has been involved in the review and appeal of real estate since 1993. During this time he has been qualified as an expert witness before various County and State Administrative Boards.
Gary A. Stone, ASA
Gary is a Manager with Swartz + Associates, Inc. where he has worked with companies in the manufacturing, commercial, restaurant and agricultural commodities industries.
David is a property tax analyst for the company and began working for SAI in August of 2016. During this time he has worked extensively in the review and analysis of commercial real estate, particularly in the area of convenience stores and “big box” retail centers.
Katy is an Operations Manager for SAI and oversees the client management and day to day functions of the company. Her specialty covers database management as well as the streamlining of processes.
Deb is a client research specialist on the Operations team at SAI. She helps to keep our processes running smoothly and performs operational and administrative functions to ensure timely, accurate information is provided for our clients and analysts.
Daniel J. Slattery is the President and Founder of Engaged Innovation, a technology consulting firm that offers executive management and enterprise-scale transformations that address critical business challenges.
Roger Johnson, CMI
Roger has over 30 years of property tax experience in managing and reviewing real and personal property tax assessments.