Casey Karlsen

Senior Valuation Analyst

ckarlsen@berrydunn.com

D 207.842.8053

Casey is a Senior Valuation Analyst in BerryDunn’s Valuation Services Group.

Casey provides business valuations for ESOP transactions, litigation support, 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 Valuation Analyst in BerryDunn’s Valuation Services Group.

Casey provides business valuations for ESOP transactions, litigation support, 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 news

EXPERIENCE HIGHLIGHTS

Casey helps clients with a variety of issues including:

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

Publications

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

Blog Post

BATNA: What you need to know

Related Services

Consulting

Business Advisory

Mergers and Acquisitions Overview Succession Planning Overview

Valuation

Business Valuation Overview Gift and Estate Valuations Overview

Related Industries

News

Blog Posts

2020 estate strategies in times of uncertainty for privately held business owners

Value acceleration in times of uncertainty

BATNA: What you need to know

Resources

Value acceleration: The gas pedal for the value of a business

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

EDUCATION

BA, Business Administration, Finance concentration, Washington State University

MBA, George Fox University

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