Grace is a seasoned CPA and financial due diligence professional with over five years of experience spanning Big 4 public accounting and M&A advisory.

A former Ernst & Young and KPMG professional, she built her foundation in assurance and financial statement audits across mortgage banking, fintech, SaaS, and venture capital before transitioning into transaction services, where her analytical depth truly flourished.

At Legacy Business Plans, Grace leads financial due diligence engagements, confidential information memoranda (CIMs), and financial modeling for business acquisitions. Her work spans Quality of Earnings Reports, LBO models, valuation analyses, and net working capital across a wide range of sectors including technology, healthcare, real estate, and industrials, delivering the clarity buyers, sellers, and lenders need to move forward with confidence. Grace’s approach is methodical and client-centered. Known for producing visually stunning, investor-ready presentations and CIMs that command attention, she ensures every deliverable is as compelling as it is precise. Whether managing complex multi-party transactions or coordinating with attorneys and private equity sponsors, her training in both Accounting and Finance give her a uniquely well-rounded perspective on every deal.