Kristin Taffe, CPA, ABV

Business Valuation Manager

I love the process of helping clients into the next stage of life. Whether it is transitioning wealth to the next generation, advising in a sale or helping clients put strategic ideas into numbers, I appreciate the opportunity to work with clients during periods of change.

OVERVIEW

Kristin assists business owners going through periods of change by listening and helping them feel understood. She provides valuation services and works in an advisory capacity with small business owners looking to sell or acquire a business.

Valuation and small business consulting services are often needed at emotional times. Clients can expect Kristin to take the time to understand and analyze their situation, while reducing stress, by simplifying the process. Kristin aims to make the process understandable and successful while allowing business owners to concentrate on operations.

Outside of work, Kristin enjoys spending time with her family, reading, binge watching Netflix and Hulu, playing trivia and being outdoors... so long as the mosquito population is under control.

QUALIFICATIONS

Memberships

  • North Dakota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant
  • Accredited in Business Valuation

Education

  • Bachelor of Arts, Accounting – Concordia College, Moorhead, Minn.

KNOWLEDGE

Client Work

  • Performs business valuations and other consulting services for transaction, estate tax and gift tax purposes.
  • Serves a range of industries, including healthcare, manufacturing, retail, agriculture, professional services and construction, with a focus on healthcare.
  • Helps small business owners who are looking to transition ownership. Develops financial models, creates teaser letters, helps clients understand letters of intent, analyzes offers and purchase agreements and provides general consulting.
  • Builds financial models for many purposes, including feasibility studies, sensitivity analysis, monthly and yearly cash burn analysis and identifying debt service needs.

COMMUNITY

Community Involvement

  • United Way of Cass-Clay, 35 Under 35 Women's Leadership Program – Class of 2019
  • Big Stone County Audit Committee Member
  • Big Stone Health Care Foundation, Fundraising Event Volunteer