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Casey Karlsen

Manager | ASA

ckarlsen@berrydunn.com

Casey is a Manager in BerryDunn’s Valuation Services Practice Group.

Casey provides business valuations for ESOP transactions, estate planning, gifting, transaction support, and other purposes. He has been involved in valuation engagements in a variety of industries.

D 207.842.8053

Casey is a Manager in BerryDunn’s Valuation Services Practice Group.

Casey provides business valuations for ESOP transactions, estate planning, gifting, transaction support, and other purposes. He has been involved in valuation engagements in a variety of industries.

experience education & certifications industries services presentations & publications memberships community service events insights

Experience highlights

Casey helps clients with a variety of issues including:

  • Merger and acquisition consulting
  • Business transition planning
  • Business valuation
  • Employee Stock Ownership Plan (ESOP) transactions

Publications

Articles

We wrote the book on business valuation—and it's available now
Tips for acquiring a construction company
Factors affecting the value of a company
Discounts for lack of control and marketability in business valuations (Part III)
Discounts for lack of control and marketability in business valuations (Part II)
Discounts for lack of control and marketability in business valuations
BATNA: What you need to know

Related Services

Consulting

Business Advisory

Mergers and Acquisitions Overview Succession Planning Overview

Valuation

Business Valuation Gift and Estate Valuations Overview

Related Industries

Podcasts

Lender Links: Estimating a Company's Future Cash Flow
November 15, 2022

Insights

Articles

Planning and execution: Value acceleration series part four (of five)
The four C's: Value acceleration series part three (of five)
The discover stage: Value acceleration series part two (of five)
The process: Value acceleration series part one (of five)
An inflationary silver lining for privately held businesses
We wrote the book on business valuation—and it's available now
Tips for acquiring a construction company
Factors affecting the value of a company
Discounts for lack of control and marketability in business valuations (Part III)
Discounts for lack of control and marketability in business valuations (Part II)
Discounts for lack of control and marketability in business valuations
2020 estate strategies in times of uncertainty for privately held business owners
Value acceleration in times of uncertainty
BATNA: What you need to know

Podcasts

Lender Links: Estimating a Company's Future Cash Flow
November 15, 2022

Resources

Insurance Agency Valuation Trends
November 30, 2021
Factors Affecting the Value of Construction Companies
July 1, 2021
Value Acceleration: Increase Business Value and Liquidity
June 30, 2021
Standard, premise, and level of value in business valuations
December 22, 2020
The effect of COVID-19 and the lockdown on private construction company value
June 1, 2020
Effective tax strategies in the sale of a business
October 1, 2019
Using industry benchmarks to establish secure negotiating positions for merger and acquisition purposes
July 10, 2019
Keeping water under the keel: Increasing business value by decreasing risk
July 1, 2019
Key steps for business sales preparation
April 16, 2019
Valuation of Private Companies: A Tool for Financial Advisors

Education

BA, Business Administration, Finance concentration, Washington State University

MBA, George Fox University

Certifications

  • ASA