Business Valuations

Kelly is a Certified Valuation Analyst (CVA) as designated by the National Association of Certified Valuators and Analysts. She provides business valuations for exit planning, divorce, potential transactions, bank financing, estate planning and tax-related issues.

Services include:

Valuation Reports: We offer valuation reports for privately held companies with annual revenues ranging from $200,000 to $20 million. All valuations are done in accordance with the professional standards of the National Association of Certified Valuators and Analysts (NACVA).

Pension and Stock Option Valuations: We provide valuations of pensions and stock options.

“Kelly provided a valuation of our business when we converted from a C-Corp to an S-Corp. I was impressed by her ability to quickly understand our business and synthesize the myriad of information needed to produce a quality valuation. She made the process very easy and is a pleasure to work with. I highly recommend her work.”

Sheila Hooks, Office Manager
Thermion, Inc.
Poulsbo, WA

“Kelly not only produced a solid valuation for our company but also provided some great guidance on how we could quickly improve our balance sheet. She is a wonderful resource. It has been a great experience working with her.”

Ed and Paulette Huisingh, Owners
The Sport Haus
Poulsbo, WA

“Kelly provided a valuation for a business I was considering for purchase. Her work helped me discern whether it was a good investment opportunity and enabled me to determine the maximum amount I was willing to pay for the company. Kelly’s valuation was thoughtful, well-documented and easy to understand. The valuation was well-worth the investment as it saved me many times its cost.”
Bainbridge Island, WA

Certified Valuation AnalystMember, National Association of Certified Valuation Analysts