When a couple is divorcing in an equitable distribution or community property jurisdiction and their assets ...
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Kelly Schmid
CPA, ABV, ASA
Director of Valuation Services
Charlotte, NC
336.397.0864
Kelly Schmid is the director of valuation services at Forensic Strategic Solutions, LLC. Ms. Schmid has provided a broad range of valuation services including valuations for shareholder and partnership disputes, shareholder and partnership buyouts/squeeze-outs, divorce/equitable distribution, and other litigated valuation matters, active/passive analyses, establishing value for buy-sell agreements, gift and estate tax matters, purchase price allocation, intangible assets, goodwill impairment testing, exit strategy planning, and mergers and acquisitions. With over thirty years of business valuation and public accounting experience, Ms. Schmid has valued intangible assets and business enterprises for purposes of litigation, family law, gift and estate, financial reporting, and tax matters across a wide variety of industries.
Prior to joining the firm, Ms. Schmid worked for a Big Four and regional accounting firms where she was a senior manager of valuation, business modeling, transfer pricing, and litigation support practice areas.
- Practice Areas
- Professional Designations and Certifications
- PROFESSIONAL MEMBERSHIPS & AFFILIATIONS
- REPRESENTATIVE SEMINARS & LECTURES
- PUBLICATIONS
- EDUCATION
- Litigated business valuation
- Consultant and expert witness
- lost profits and damages
- CPA: Certified Public Accountant, 1996
- ABV: Accredited in Business Valuation, 2003
- ASA: Accredited Senior Appraiser, 2009
- Member, American Institute of Certified Public Accountants
- Member, North Carolina Association of Certified Public Accountants
- Member, American Society of Appraisers
- Tax Issues with Business Entities in Equitable Distribution Settlements, 2017 Family Law Section Fall Programs of the North Carolina Bar Association, Greensboro, NC.
- Traps of Metadata, Georgia Defense Lawyers’ Association Annual Meeting, Bermuda.
- Traps of Metadata, North Carolina Industrial Commission Tenth Annual North Carolina Workers’ Compensation Education Conference, Greensboro, NC.
- Traps of Metadata, North Carolina Association of Defense Attorneys 28th Annual Meeting & Spring Program, Hilton Head, SC.
- Understanding and Using Tax Returns in a Litigation Matter, the Dirty Thirty Paralegal Association Annual Meeting, Pinehurst, NC.
- Careers in Business Valuation and Litigation Support, Beta Alpha Psi – Appalachian State University.
- Valuation Methodologies and Evaluating Valuation Experts, Special Topic Seminar on Equitable Distribution – North Carolina Association of District Judges.
- Change: Why Privately Held Companies Rely on Valuation Services, Greenville Chapter – Institute of Management Accountants.
- Valuation of Businesses in Equitable Distribution, Fall Conference of the North Carolina Association of District Court Judges.
- Forensic Accounting, Litigation and Business Valuation Services, Beta Alpha Psi – Wake Forest University.
- Forensic Accounting, Litigation and Business Valuation Services, Beta Alpha Psi – University of South Carolina.
- “Valuation Issues in Buying or Selling a Business,” Relationships Fleet Capital, 2003.
- “How Valuable Are You? Understanding the Value of Your Business,” Competitive Advantage Magazine, July/August 2002.
- Bachelor of Arts in Business Administration, Magna cum laude, Baldwin Wallace University, 1988
Practice Areas
- Litigated business valuation
- Consultant and expert witness
- lost profits and damages
Professional Designations and Certifications
- CPA: Certified Public Accountant, 1996
- ABV: Accredited in Business Valuation, 2003
- ASA: Accredited Senior Appraiser, 2009
Professional Memberships & Affiliations
- Member, American Institute of Certified Public Accountants
- Member, North Carolina Association of Certified Public Accountants
- Member, American Society of Appraisers
Representative Seminars & Lectures
- Tax Issues with Business Entities in Equitable Distribution Settlements, 2017 Family Law Section Fall Programs of the North Carolina Bar Association, Greensboro, NC.
- Traps of Metadata, Georgia Defense Lawyers’ Association Annual Meeting, Bermuda.
- Traps of Metadata, North Carolina Industrial Commission Tenth Annual North Carolina Workers’ Compensation Education Conference, Greensboro, NC.
- Traps of Metadata, North Carolina Association of Defense Attorneys 28th Annual Meeting & Spring Program, Hilton Head, SC.
- Understanding and Using Tax Returns in a Litigation Matter, the Dirty Thirty Paralegal Association Annual Meeting, Pinehurst, NC.
- Careers in Business Valuation and Litigation Support, Beta Alpha Psi – Appalachian State University.
- Valuation Methodologies and Evaluating Valuation Experts, Special Topic Seminar on Equitable Distribution – North Carolina Association of District Judges.
- Change: Why Privately Held Companies Rely on Valuation Services, Greenville Chapter – Institute of Management Accountants.
- Valuation of Businesses in Equitable Distribution, Fall Conference of the North Carolina Association of District Court Judges.
- Forensic Accounting, Litigation and Business Valuation Services, Beta Alpha Psi – Wake Forest University.
- Forensic Accounting, Litigation and Business Valuation Services, Beta Alpha Psi – University of South Carolina.
Publications
- “Valuation Issues in Buying or Selling a Business,” Relationships Fleet Capital, 2003.
- “How Valuable Are You? Understanding the Value of Your Business,” Competitive Advantage Magazine, July/August 2002.
Education
- Bachelor of Arts in Business Administration, Magna cum laude, Baldwin Wallace University, 1988
BLOGS
During my over two decades of working in the valuation profession, I have valued several hundred entities and ...
The US Tax Cuts and Jobs Act (“TCJA”) passed by Congress on December 20, 2017, will impact forecasts of a ...
Part II of my working capital blog identified methods often used by business appraisers when forecasting working capital. In this installment, I will present some additional thoughts regarding this topic. Depending on the facts and circumstances, it is typically appropriate to consider the company’s historical working capital ratios and industry working capital metrics at the composite level (e.g. total working capital), as well as each separate component of working capital (e.g. accounts receivable, inventory, accounts payable, etc.).
RECENT VIDEOS
Kelly Schmid, director of valuation services, examines how divorces executed after December ...
Kelly Schmid, director of valuation services, explores how the Tax Cuts and Jobs Act of 2017 ...
Kelly Schmid, director of valuation services at Forensic Strategic Solutions, discusses the ...
Kelly Schmid, director of valuation services at Forensic Strategic Solutions, explains what ...