Kyle Orwick, CPA, CMAA
Partner
I find it very rewarding leading buyers and sellers through transactions and helping them to be confident in their decisions. My goal is to equip buyers and sellers with knowledge, in an easy way, that helps them make their deal a great one.
OVERVIEW
Kyle helps clients makes sense of the numbers during a sales process or an acquisition. He helps them understand the risks and opportunities involved in the business being sold, and he provides insight into overcoming risks and taking advantage of the available opportunities.
When you work with Kyle, you can expect him to understand what you want from an advisor during the sale or purchase cycle of a business. He works directly with the business owner or investor to ensure they are confident in the numbers being used in a transaction. You can also expect him to identify key risk areas and offer solutions to get a fair or favorable result.
Outside of work, Kyle enjoys traveling, spending time with his family, golfing and watching college hockey.
QUALIFICATIONS
Memberships
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
- Association for Corporate Growth
Designations/Licensures
- Certified Public Accountant
- Certified Mergers and Acquisitions Advisor
Education
- Bachelor of Accountancy – University of North Dakota, Grand Forks, ND
- Bachelor of Business Administration, Banking and Financial Economics – University of North Dakota, Grand Forks, ND
KNOWLEDGE
Client Work
- Specializes in transaction advisory services with an emphasis on buyer due diligence and sell side quality of earnings.
- Brings 15 years of experience in public accounting, with 10 of those years involving providing transaction advisory services to domestic and international buyers.
- Spent three years living and working in Germany providing transaction advisory services.
- Advises clients looking at selling in the next year, and assists buyers through acquisitions, including the implementation of their post-acquisition integration.
- Industry specializations include manufacturing and distribution, construction and engineering, closely held businesses and insurance companies.
COMMUNITY
Community Involvement
- International Spanish Language Academy (ISLA), Board Member and Treasurer
- Association for Corporate Growth, Capital Connection Planning Committee