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Client Testimonial  
 

“Before bringing Jerry on board with us we had no forward looking tools in our management information systems. We had an outside CPA and a controller who were able to provide only a historical look at our business. Jerry worked with us to develop operational budgets and processes to estimate future revenues that we can use to more effectively manage our business. These tools allow us to spot potentially harmful trends before they occur as well as positive increases which help forecast growth. We can now adjust our business going forward in a proactive way rather than only being reactive. Jerry was able to provide the missing piece to the complicated world of business management.”

 Jay Pellegrini, Jr.
President
First Premium Insurance Group

 
 

 
 
 
 
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Jerry L. Wilcoxon, CPA/ABV, CVA

Mr. Wilcoxon started his accounting career with a large national firm in the Baltimore office as a member of the audit staff in 1982, and from there joined a regional firm in Easton, Maryland in the fall of 1983.  After two years in public accounting, he moved on to the transportation industry to become the corporate controller of a subsidiary of a publicly traded company located in Hurlock, Maryland from 1984 until 1989.  He became a CPA in the state of Maryland in August of 1986.

Moving on from there, he became CFO of a management company in Easton, Maryland, which provided financial and operational support to long-term care facilities and various other business ventures.  He left in 1998 to become the CFO for a technology integrator located in Salisbury, Maryland, a position he held until March of 2001.  From March 2001 until September of 2006, he was a partner in a local public accounting firm in Easton, Maryland, where his practice involved tax, accounting and consulting services. 

In September 2006, shortly after obtaining the Certified Valuation Analyst (CVA) designation, he started Wilcoxon Consulting LLC, focusing his practice on providing valuation and consulting services to small businesses.  In June of 2009, he received the Accredited in Business Valuation (ABV) designation from the AICPA upon passing the examination and meeting the educational and experience requirements.

He has served on the board of a community bank located in Easton, Maryland since its opening in July of 1993. He was a member of the original shareholder group that founded the bank, and has since served as a Director of the Bank from its formation in 1993 until 1999, from June 2001 until March 2002, and from January 2009 until the present, and, except for a brief period from March to May of 2003, as the Treasurer of the bank holding company from its formation. He is currently a member of the Bank's Loan Committee, Investment Committee, Audit Committee, and Executive Committee.

Professional memberships include:

American Institute of Certified Public Accountants
(AICPA)
AICPA
Maryland Association of Certified Public Accountants
(MACPA)
MACPA
National Association of Certified Valuation Analysts
(NACVA)
NACVA

He is a member of the American Institute of Certified Public Accountants (AICPA), a member of the Maryland Association of Certified Public Accountants (MACPA), and a member of the National association of Certified Valuation Analysts (NACVA). He was born in Baltimore, Maryland, and is a graduate of Shepherd University with a degree in accounting. He is currently serving as the Treasurer of the Board of Governors of the Talbot Country Club, where he served a similar capacity from 1995 to 2001, and from 2005 until the present, and he has served on the boards of the Talbot Lacrosse Association as well as the Talbot County YMCA.

 
 
 

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