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Kelly Schmid
CPA, ABV, ASA
Director of Valuation Services
Charlotte, NC
336.397.0862, ext. 14
Kelly Schmid
CPA, ABV, ASA
Director of Valuation Services
Charlotte, NC
336.397.0862, ext. 14

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 twenty 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 firm where she was a senior manager of valuation, business modeling, transfer pricing, and litigation support practice areas.

EDUCATION

  • Bachelor of Arts in Business Administration, Magna cum laude, Baldwin Wallace University (1988)
    PROFESSIONAL DESIGNATIONS & CERTIFICATIONS

  • CPA: Certified Public Accountant, 1996
  • ABV: Accredited in Business Valuation, 2003
  • ASA: Accredited Senior Appraiser, 2009
  • Litigated business valuation
  • Consultant and expert witness
  • Investigative financial consulting
  • Member, American Institute of Certified Public Accountants
  • Member, North Carolina Association of Certified Public Accountants
  • Accredited Senior Appraiser in Business Valuation, American Society of Appraisers
  • 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 Court 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

BLOGS

Working Capital Changes in a Free Cash Flow Forecast– Part III

Working Capital Changes in a Free Cash Flow Forecast– Part III

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.).

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