凯利C. 诺尔(CFA

导演,估值 & 财务意见服务
knoll@www.rvgassociatesltd.com
(614) 947-5227


Ms. 诺尔是估价部门的董事 & GBQ咨询金融意见服务部.

她的经验包括数百个涉及企业的估值项目, 商业利益, 以及私有和上市公司的无形资产. 这些约定已经用于许多目的, 包括遗产税和赠与税, 企业接班人计划, 购买价格分配, 商誉减值测试, 合并和收购, ESOP的估值, buy-sell协议, 股票期权授予.

Ms. 诺尔经常在与估值相关的话题上发表文章和演讲, 包括buy-sell协议, 交易, esop计划, 及其他相关主题.

Ms. 诺尔还服务于或曾服务于多个当地非营利委员会, 包括企业增长协会, CFA哥伦布协会, 天主教的基础, Cristo Rey高中, 哥伦布癌症诊所, 政府的基础, 和哥伦布少年联盟.

在加入GBQ之前,Ms. 诺尔是国家城市银行的助理副总裁, 她在哪里担任商业贷款人员和承销商, 专门为全国零售商提供现金流和基于资产的贷款.

教育

  • 俄亥俄大学- B.S.、工商管理及财务

专业认证

  • CFA -特许金融分析师

协会和会员

  • 企业成长协会
  • CFA协会
  • 哥伦布协会
  • ESOP协会
  • 天主教基金会专业顾问小组

演讲

  • “Succession Planning and Buy-Sell Agreements  – Address Now or Distress Later”; Society of Financial Service Professionals; Columbus, OH; 2/11/2021
  • “COVID-19对企业估值的影响:总览“; Worthington Estate Planning Council; Worthington, OH; 11/18/2020
  • “Succession Planning and Buy-Sell Agreements: Transitioning Ownership Interests”; Worthington Estate Planning Council; Columbus, OH; 11/20/2019
  • “Maximizing the Value of Your Business”; 天主教的基础 Sauter Seminar; Columbus, OH; 11/16/18
  • “Dispelling 10 Myths about the 估值 of Your Business”; GBQ 咨询 LLC; 辛辛那提, OH; 11/13/18
  • “Dispelling 10 Myths about the 估值 of Your Business”; GBQ 咨询 LLC; Columbus, OH; 10/16/18
  • “What is the Value of My Business”; 企业成长协会 Case Study Series; Columbus, OH; 5/22/18
  • “Selling Your Practice: Tips for Maximizing Value”; GBQ 辛辛那提; 辛辛那提, OH; 9/29/17
  • “Business Planning”; 天主教的基础 Martha’s Group; Columbus, OH; 4/26/17
  • “职业生涯 in Business 估值”; 哥伦布协会; Columbus, OH; 2/24/17
  • “Structuring and Negotiating Earn-Outs”; ACG Columbus Luncheon; Columbus, OH; 10/13/16
  • “Business Liquidity Planning: Maximizing Value”; Financial Planning Association Symposium; Columbus, OH; 10/11/16
  • “Buy-Sell Agreements, Address Now or Distress Later”; GBQ 辛辛那提; 辛辛那提, OH; 9/13/16
  • “In the Shark Tank it’s All 关于 估值”; Columbus Young Professionals; Columbus, OH; 8/19/16
  • “Dispelling 10 Myths 关于 the Value of Your Business”; Catholic FoundationProfessional Advisors Group; Columbus, OH; 6/8/16
  • “Succession Planning and Buy-SellAgreements: Address Now or Distress Later”; Ohio Society of CPAs – Spring 2016 Conference; Columbus, OH; 5/24/16
  • “Succession Planning and Buy-Sell Agreements: Address Now or Distress Later”; Catholic Foundation Business Owner Seminar; Columbus, OH; 5/17/16
  • “The Business 估值 Industry”; Ohio University Student Equity Management Group; Athens, OH; 9/13/13
  • “Succession Planning and Buy-Sell Agreements: Address Now or Distress Later”; GBQ 咨询 LLC; Columbus, OH; 12/09/11
  • “Succession Planning and Buy-Sell Agreements: Address Now or Distress Later”; Columbus Catholic Foundation Annual Estate Planning Conference; Columbus, OH; 11/4/11
  • “估值s in Buy/Sell Agreements for Private Companies and Businesses”; Strafford Publications, 公司.; Online Webinar; 6/22/11
  • “Succession Planning and Buy-Sell Agreements: Address Now or Distress Later”; GBQ 咨询 LLC; Indianapolis, IN; 5/11/11
  • “Succession Planning and Buy-Sell Agreements: Address Now or Distress Later”; GBQ 咨询 LLC; Columbus, OH; 12/10/10
  • “M的估值&A Transactions”; Ohio Society of CPAs Private Company Conference; Columbus, OH; 11/17/10

文章和出版物

  • “Impact of 税 Reform on 估值s”; GBQ Bottomline; 2019
  • “Proposed Changes to FavorableGift/Estate 税 估值 Rules May Require Immediate Action”; GBQ 估值 Observations; 2016
  • “我的生意价值5倍EBITDA,对?”; GBQ Bottomline; 2016
  • “Buy-Sell Agreements: Is Your Purchase Price a Looming Nightmare”; GBQ 估值 Observations; 2012
  • 新的商誉减值规则:纸面上不错,实践上不太好?”; GBQ 估值 Observations; 2011
  • “Fair Value Checklist for Audit Season”; GBQ 估值 Observations; 2011
  • “SEC Offers Guidance on Goodwill Impairment Testing”; GBQ 估值 Observations; 2010
  • “Private Equity Firms Face 公司reasing Pressure for Independent 估值 Assistance”; GBQ 估值 Observation; 2009
  • “Like-Kind Exchange Rules Now Apply to Intangible Assets”; GBQ 估值 Observations; 2009
  • “Goodwill Hunting: Improper Purchase Price Allocations Lead toLarge Write-Downs”; GBQ 估值 Observations; 2009
  • “DOL Cracking Down on Private Equity Fair Value Estimates”; GBQ 估值 Observations; 2009
  • “SEC Recommends Keeping Mark-to-Market Accounting”; GBQ 估值 Observations; 2009
  • 《再见, Goodwill: 2009 Promises to be Full of Impairment Charges”; GBQ 估值 Observations; 2008

 

专业的生物