Kathryn has been appraising businesses and business interests since 1988. She is a nationally recognized speaker on employee stock ownership business valuations for The ESOP Association (TEA) and the National Center for Employee Ownership (NCEO). Kathryn provides financial advisory services and fairness opinions in transactions. She has extensive experience in conducting valuations for financial reporting compliance, intangible asset valuations and allocations, and stock option valuations.
Kathryn is a member of TEA where she currently serves on the Board of Directors, Board of Trustees, and Board of Governors as Chair of the Advisory Committees’ Chairs’ Council (highest professional appointment). In addition, she is past Chair and member of the Valuation Advisory Committee; a member of the Interdisciplinary Committee on Fiduciary Issues; and Vice President of the Northwest Chapter. She is an Accredited Senior Appraiser in Business Valuation of the American Society of Appraisers (ASA) and a member of NCEO.
Kathryn is a frequent speaker, lecturer, and instructor on matters involving general valuation, ESOP valuation methodologies, and financial advisory practices. She has presented on valuation issues to the American Institute of Certified Public Accountants (AICPA) Task Force on Pre-IPO Valuation, to the U.S. Securities and Exchange Commission (SEC), and to the U.S. Department of Labor (DOL).
She earned her Bachelor of Science degree in Business Administration, Finance, with a minor in Economics, cum laude, from George Washington University.