Casey Karlsen

Senior Manager | CFA, ASA

ckarlsen@berrydunn.com

Casey is a Senior 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 Senior 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

The Effect of COVID-19 and the Lockdown on Private Construction Company Value, co-authored with Seth Webber, Construction Accounting and Taxation,
Thomson Reuters, June 2020
The Inside ESOP Fiduciary Handbook, co-authored chapter with Seth Webber, June 2020
Using Industry Benchmarks to Establish Secure Negotiating Positions for M&A Purposes, co-authored with Seth Webber, BVR Business Valuation Update, December 2019
Effective Tax Strategies in the Sale of a Business, Practical Tax Strategies, co-authored with Seth Webber, October 2019, Thomson Reuters
Keeping Water Under the Keel: Increasing Business Value by Decreasing Risk, co-authored with Seth Webber, Construction Accounting and Taxation 29, No. 4, 2019, Thomson Reuters/Tax & Accounting

Articles

Factors affecting the value of a company

We wrote the book on business valuation—and it's available now

Tips for acquiring a construction 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

Succession Planning Overview

Valuation

Business Valuation Gift and Estate Valuations Overview

Transaction Advisory

Transaction Advisory Services

Related Industries

Conferences and tradeshows

2023 Manufacturer's Association of Maine Annual MFG Summit

South Portland, ME

Podcasts

Lender Links: Estimating a Company's Future Cash Flow

November 15, 2022

Seminars and events

Demystifying business transactions: How to plan for selling your business

January 25, 2024

Speaking engagements

Introduction to Business Valuation

October 2, 2023

Speakers: Seth Webber and Casey Karlson discuss business valuation for appraisers in various fields. Topics covered include reasons for business valuation, key factors influencing value through different approaches, and more.

Insights

Articles

Factors affecting the value of a company

Compensation, bonuses, and other factors that can make or break an Employee Stock Ownership Plan (ESOP)

Decide: Value acceleration series part five (of five)

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

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

Press Releases

Business Valuation Consultants Karlsen and Scott Receive Chartered Financial Analyst® (CFA) Designation

Resources

Increase your company's value: Risk factor analysis tool

Insurance Agency Valuation Trends

November 30, 2021

Factors Affecting the Value of Construction Companies

Value Acceleration: Increase Business Value and Liquidity

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

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

Keeping water under the keel: Increasing business value by decreasing risk

Key steps for business sales preparation

Valuation of Private Companies: A Tool for Financial Advisors

Education

BA, Business Administration, Finance concentration, Washington State University

MBA, George Fox University

Certifications

CFA
ASA

Speaking Engagements

Introduction to Business Valuation

Demystifying business transactions: How to plan for selling your business

Increase your company's value: Risk factor analysis tool

Business Valuation Consultants Karlsen and Scott Receive Chartered Financial Analyst® (CFA) Designation