Members
Richard C. Berning - CPA/ABV, CBA, CVA, CFF, ABAR, CMA
Berning & Heidebrecht, Ltd.
809 Meander Court
Medina, Minnesota 55340
Phone: 952.544.1212
Fax: 952.767.0112
Email: Rick@BHExperts.com
Mr. Berning’s credentials include being a CPA, Accredited in Business Valuation (ABV), a Certified Business Appraiser (CBA), a Certified Valuation Analyst (CVA), Acrredited in Business Appraisal Review (ABAR), Certified in Financial Forensics (CFF) and a Certified Management Accountant (CMA). He has been involved in hundreds of business valuations involving companies with revenues from $100,000 to over $600,000,000. Mr. Berning is a frequent speaker, making more than 70 presentations to local and national audiences on…
www.BHExperts.com
Michael Bredahl - MBA, CPA (Inactive)
WTP Advisors
601 Carlson Parkway, Suite 1050 Minnetonka, MN 55305
Phone: 866-298-7829 x717
Email: Michael.Bredahl@wtpadvisors.com
Michael is a Managing Director in WTP Advisors transfer pricing and valuation practice. He has more than 30 years of industry and professional services experience concerning transfer pricing, valuation, corporate development and new business opportunities, and process design. His expertise includes business enterprise and intangible asset valuation for tax and transactions purposes, trade flow analysis, cost sharing, royalty rate determination, incremental profit analysis, and OECD/U.S. documentation. Michael has specialized expertise in valuation and…
wtpadvisors.com
Jerry A. Bremer - CPA, CVA, CFF
CBIZ MHM, LLC
222 South Ninth Street, Suite 1000
Minneapolis, Minnesota 55402
Phone: 612.339.7811
Fax: 612.339.9845
Email: JBremer@CBIZ.com
Jerry Bremer specializes in business valuations, forensic accounting, and litigation support services. He provides services to business clients including transaction structuring in the food processing, distribution, agriculture, manufacturing, professional services, and real estate industries. Jerry joined the predecessor firm to CBIZ & Mayer Hoffman McCann P.C. in November 1977.
www.CBIZ.com
John Hawthorne - ASA, CFA
Investment Analysts Network
28607 Mina Lake Lane Northwest Puposky, MN 56667
Phone: 218-766-8335
Email: John.C.Hawthorne@gmail.com
Mr. Hawthorne provides expert business valuation and other corporate financial consulting services. He has served as an expert witness in various state and federal court jurisdictions, appeared before the IRS and has been involved in the arbitration of valuation disputes. Additionally, Mr. Hawthorne is a course developer and instructor for the American Society of Appraisers (ASA) and the International Institute of Business Valuers (IIBV), teaching BV courses worldwide. Mr. Hawthorne’s current professional…
John H. Heidebrecht - ASA, CFE, MAFF, CDFA, CAC, MBA
ValuationUSA
1865 W Wayzata Blvd, Suite 218 Long Lake, Minnesota 55356
Phone: 952.544.1212 ext. 2
Fax: 952.767.0112
Email: John@ValuationUSA.com
Mr. Heidebrecht is recognized for his unique ability to manage complex business valuation, intangible asset valuation, non-marital asset tracing, commercial damages, lost profit, and other litigation support engagements while making potentially confusing issues easy for his clients to understand. John takes pride in every project, keeping clients ‘in the loop’ from start to finish. John is a Shareholder at ValuationUSA®. He has performed hundreds of business valuations related to privately-held companies and intangible assets in…
www.ValuationUSA.com
Thomas Helling - MBA, CPA, MCBA
EquityView
5005 Aldrich Avenue South Minneapolis, Minnesota 55419
Phone: 612.518.1190
Email: Tom@equity-view.com
Thomas Helling MBA, CPA, MCBA (Emeritus) is President of EquityView. EquityView helps execs and investors grow equity and succeed in transitions. Mr. Helling facilitated over 600 successful ownership transitions and 300 business plans (98.6% success ratio). This involved valuation, brokerage and negotiation in 20 states. He was co-founder and strategist for Image Guided Neurologics which sold to Medtronic in 2005. Tom co-founded CEO Solutions which sold in 2006 after 25 years in business….
www.equity-view.com
Joshua Johnson - ASA
Value Consulting Group
2265 Waters Drive Mendota Heights, MN 55120
Phone: 952.495.2800
Email: josh@valcongrp.com
Joshua has been in the business valuation industry since in 2009 after earning a B.A. in Finance from the University of St. Thomas. Joshua’s responsibilities include preparing valuations and market analyses of business enterprises and intangible property rights. Appraisal assignments have included: minority and control valuations of pass through entities, service, retail, manufacturing, and wholesaling businesses operating as undivided interests/Tenants in Common, limited partnerships, family limited partnerships, limited liability companies, C Corporations, and S…
www.valcongrp.com
Joseph D. Kenyon - CPA/ABV, CFE
Schechter Dokken Kanter
Schechter Dokken Kanter Andrews & Selcer Ltd. 100 Washington Avenue South, Suite 1600 Minneapolis, Minnesota 55401
Phone: 612.332.9304
Fax: 612.332.1529
Email: JKenyon@SDKcpa.com
Mr. Kenyon has over forty years of experience in accounting, auditing and tax practice at Schechter Dokken Kanter. His industry experience, relating to both privately and publicly held companies, covers a wide variety of industries. Mr. Kenyon provides forensic accounting and valuation service to legal counsel and their clients. These services include developing economic damage studies (e.g. commercial litigation, trademark and patent infringement, business interruption, wrongful death, etc.) or rebutting them, forensic accounting, fraud and…
www.SDKcpa.com
Ginger Knutsen - CPA/ABV/CFF, CFE
Schechter Dokken Kanter
100 Washington Avenue South, Suite 1600 Minneapolis, Minnesota 55401
Phone: 612.332.9313
Fax: 612.332.1529
Email: GKnutsen@SDKcpa.com
Ms. Knutsen is a senior manager at Schechter Dokken Kanter CPAs. She works in the Forensic Accounting and Valuation Services Group. The group performs consulting services relating to the computation of economic damages, forensic accounting and valuation services for legal counsel and businesses in a variety of industries. Ginger has over fifteen years of experience providing valuation services for businesses, forensic accounting, computations of economic damages and lost profits, and forecasts and projections for start-up…
www.SDKcpa.com
Karen Kritta - CPA/ABV, CFF
Karen C. Kritta, CPA
PO Box 127 Grand Marais, MN 55604
Phone: 651.270.1445
Fax: 218.387.2896
Email: karen@kckrittacpa.com
Ms. Kritta has 35 years of experience in both public accounting and industry, providing consulting services to individuals and closely-held businesses. She specializes in litigation support, business valuation, and ADR in the area of family law. Ms. Kritta is a CPA, holds an ABV certification in business valuation as well as being a Certified Financial Forensic. She is an active member of several professional organizations, and an instructor on family law…
kckrittacpa.com
Cody J. Lindman
KSM CPAs and Advisors
Phone: 317.452.1014
Fax: 612.344.1635
Email: clindman@ksmcpa.com
Cody is a manager of valuation services at Katz, Sapper & Miller. He has prepared and overseen more than one hundred business valuations for use in gift and estate taxes, buy-sell agreements, corporate and partnership dissolutions, damages, marital dissolutions, and other purposes. Cody has valued a variety of companies including: operating companies, holding companies, early-stage companies, and family-owned businesses. Cody prepares thorough valuation analyses that clearly communicate business value to his…
www.ksmcpa.com
Michael Meagher - CBA, BVAL
MWM & Associates, Inc.
5901 Long Brake Trail
Edina, Minnesota 55439
Phone: 612.759.4833
Email: MWMeagher100@GMail.com
Michael Meagher is the President and Founder of MWM & Associates. Mr. Meagher has over 30 years of experience in the areas of financial management and analysis. Over the course of his career he has held positions as a Chief Financial Officer at San Francisco Grocery Express, Commercial Lending Officer at Chase Bank and Insurance Management Executive at Allianz Life. He is a Certified Business Appraiser (CBA – Institute of Business Appraisers) and a Business Valuator…
www.MWMAssociates.com
Charles A. Miller, CBA, MBA - CBA
Affirmed Valuation Services
2355 Highway 36 W, Suite 400
Roseville, MN 55113
Phone: 763-218-9613
Email: cmiller@affirmedvaluation.com
Charles Miller (nickname Chuck Miller) is a Business Appraiser and Founder of Affirmed Valuation Services LLC; a provider of business valuation services to closely held businesses. The current business focus is providing business valuations for potential change of ownership transactions for small businesses (SBA financing) and other management planning purposes. Chuck has conducted business valuations for companies across a wide range of industries with annual revenues ranging from start-up to over $700 million. Assignments…
www.affirmedvaluation.com
Corey O'Connell - CPA/ABV, ASA
Boulay PLLP
Boulay PLLP 901 Marquette Ave., #601 Minneapolis, MN 55402
Phone: 952-841-3025
Fax: 952-935-7296
Email: coconnell@boulaygroup.com
Corey J. O’Connell, CPA/ABV, ASA is a Manager with Boulay where he provides business valuation consulting and litigation support services. Business valuation engagements are performed for purposes including marital dissolution, shareholder disputes, estate planning, mergers and acquisitions, employee stock ownership plans, financial reporting, tax conversions, buy/sell agreements, and management planning. Since starting in the business valuation profession in 2012, Corey has worked on hundreds of engagements within a wide variety of industries. Corey’s litigation…
www.boulaygroup.com/services/business-valuation/
Christopher Olson - ASA, MBA
Management Planning, Inc.
1000 Lenox Drive Lawrenceville, NJ 08648
Phone: 609-924-4200
Email: colson@mpival.com
Mr. Olson is an Assistant Vice President at Management Planning, Inc. (MPI). He has over seven years of experience providing business valuation services for a variety of purposes including gift and estate, marital dissolution, consulting, management planning, and tax planning purposes primarily for privately held business clients. Prior to joining MPI, Mr. Olson worked at Baker Tilly as a Manager in the Valuation and Litigation Services practice. Prior to working in business valuation, Mr. Olson worked…
mpival.com
Guy Sanschagrin - MBA, CPA/ABV
WTP Advisors
601 Carlson Parkway, Suite 1050
Minnetonka, MN 55305
Phone: 952.955.6677
Mobile: 952.217.1289
Email: guy.sanschagrin@wtpadvisors.com
Guy is a WTP Advisors Managing Director. Prior to WTP, Guy was a PwC Tax Director in the firm’s global transfer pricing and valuation practice. Guy has more than fifteen years’ experience providing transfer pricing, valuation, economics consulting, and business process improvement consulting. Guy’s experience includes supply chain, risk assessment, transfer pricing design, cost sharing, exit charge/intangibles valuation, OECD and local country/U.S. documentation and Advance Pricing Arrangements. Guy completed a three-year assignment as Ernst…
www.wtpadvisors.com
Patrick K. Schmidt - ASA
Value Consulting Group
2265 Waters Drive Mendota Heights, MN 55120
Phone: 952.495.2800
Email: pat@valcongrp.com
Patrick Schmidt, ASA, MBA is the President of Value Consulting Group. Mr. Schmidt has been providing business valuation and litigation support services since 1991, completing more than 4,000 business valuations over the past 26 years. Value Consulting Group provides valuation services for ESOPs, tax planning and estates, financial reporting, marital dissolution and management planning purposes. Mr. Schmidt is a frequent speaker on valuation issues and is a former adjunct instructor of finance for…
www.valcongrp.com
Robert J. Strachota - MCBA, MAI, CRE, BVAL, FIBA
Shenehon Company
88 South 10th Street, Suite 400
Minneapolis, Minnesota 55403
Phone: 612.333.6533
Fax: 612.344.1635
Email: Value@Shenehon.com
Mr. Strachota is President of Shenehon Company. He has a B.A. in Finance, and a Masters in Business Administration. He has over 30 years of appraisal experience in the preparation of real estate and business enterprise valuations. He has served as an expert witness in numerous Federal, State and District courts, commission hearings and special government proceedings. He has served as an ad hoc professor for three degree-accredited universities, and as an instructor for…
www.Shenehon.com
Madeline Strachota
Shenehon Company
88 South 10th Street, Suite 400 Minneapolis, MN 55403
Phone: 612-333-6533
Fax: 612-344-1635
Email: mstrachota@shenehon.com
Maddie is a senior business valuation analyst and the chief of staff at Shenehon Company. She came to Shenehon after working in digital marketing and communications for several prominent Minnesota companies, including Medtronic and UnitedHealth Group. Maddie decided to leverage both her communications and analytical skills when she made a pivot into the world of finance. She earned her MBA from Kellogg School of Management at Northwestern University where she majored in…
www.shenehon.com/
Kevin Sullivan - ASA, CPA/ABV, CGMA
Sullivan, Ltd.
PO Box 231 Alexandria, Minnesota 56308
Phone: 612.384.8243
Mobile: 612.384.8243
Email: kevinsullivancpa@sullivan-ltd.com
Mr. Sullivan is Chief Executive Officer of Sullivan, Ltd, a business valuation and CPA firm. Sullivan, Ltd serves clients throughout Minnesota, the Midwest and across the United States, and specializes in business valuation/appraisal services for companies in the transportation, manufacturing, construction, retail, real estate management, medical technology, services, and other industries. Kevin consults with clients about ownership changes among family members or management, potential acquisitions, sale of their business, business strategy and profitability…
