Areas of expertise
Business valuations; purchase price allocations; intangible asset valuations; impairment testing.
Katie has significant experience providing valuations to businesses ranging from small privately owned companies to large multinationals, across a broad range of industries.
She leads valuation projects for financial reporting, tax, and planning purposes, and she specialises in intangible asset valuations. Katie takes the ambiguity out of what can be a complex regulatory requirement, and gets to the core of a company’s income generating assets.
- Performing a valuation of a television production company to facilitate negotiations between the company and a departing executive regarding the value of his shares.
- Determining the fair value of various interests held within a family office fund to assist with its corporate restructuring.
- Working closely with client auditors to agree the valuation of intangible assets acquired in acquisitions that occurred in a comparative year for purposes of its FRS 102 transition.
MBA from Villanova University, currently pursuing membership with the American Society of Appraisers (ASA).