Becky Carlson, CPA, ABV
As an accredited business valuator, Becky’s expertise spans many industries, with a specialized focus on architecture and engineering (AE). She understands that the most crucial element in any firm valuation is the employees. This lead-with-people approach can enhance a company's value and position it for greater success.
In her previous roles as a Partner with TWO CPAs & Consultants and a Consultant at PSMJ Resources, Becky developed refined skills in valuations, ownership transitions, M&A, and fractional CFO consulting. For Becky, every project involves getting to know the client well and filling financial gaps. She views each assignment uniquely, including industry commentary and highly relevant benchmarking data.
Her love of numbers means Becky strengthens big-picture strategies for growth and prosperity. If a financial model can be built to solve a financial question, she will design it.