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Katherine P. Whitehead

Manager | CVA, MBA

As a BerryDunn business valuation analyst, Katherine provides business valuation services to clients in New England and beyond. Her experience includes gift and estate valuation, merger and acquisition analysis, litigation support, employee stock ownership plans (ESOP), and transaction support.

Whether your business valuation is needed for litigation, transaction, compliance, or planning purposes, you can depend on Katy for seasoned insights and expert application of trusted valuation methodologies. She has helped clients in a wide range of industries through their most complex financial challenges and opportunities. They value her broad knowledge of accounting, finance, and business combined with diligent adherence to professional standards.

As a BerryDunn business valuation analyst, Katherine provides business valuation services to clients in New England and beyond. Her experience includes gift and estate valuation, merger and acquisition analysis, litigation support, employee stock ownership plans (ESOP), and transaction support.

Whether your business valuation is needed for litigation, transaction, compliance, or planning purposes, you can depend on Katy for seasoned insights and expert application of trusted valuation methodologies. She has helped clients in a wide range of industries through their most complex financial challenges and opportunities. They value her broad knowledge of accounting, finance, and business combined with diligent adherence to professional standards.

Katy holds an MBA as well as the Certified Valuation Analyst designation by the National Association of Certified Valuators and Analysts. She is also a candidate for the American Society of Appraisers (ASA) certification.

Experience Highlights

Katy helps clients with a variety of business critical issues including:

  • Business valuation
  • Expert witness services
  • Merger and acquisition consulting
  • Employee stock ownership plans (ESOP)
  • Business transition planning

Memberships and Committees

  • The New England Chapter of the ESOP Association
  • National Association of Certified Valuators and Analysts
  • American Society of Appraisers

Community Service

  • Treasurer, World Affairs Council of Maine
  • Finance Committee, Maine Women’s Fund
  • Board member, Yarmouth Colts Soccer Club

Related Industries

News

EDUCATION

University of Rhode Island, Bachelor of Science in Business Administration

University of San Francisco, Masagung Graduate School of Management, Master of Business Administration with a concentration in Finance

CERTIFICATIONS

  • CVA
  • MBA

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