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Casey Karlsen

Senior Manager | CFA, ASA

ckarlsen@berrydunn.com

Casey is a Senior Manager in BerryDunn’s Valuation Services Practice Group.

Casey provides business valuations for ESOP transactions, estate planning, gifting, transaction support, and other purposes. He has been involved in valuation engagements in a variety of industries.

D 207.842.8053

Casey is a Senior Manager in BerryDunn’s Valuation Services Practice Group.

Casey provides business valuations for ESOP transactions, estate planning, gifting, transaction support, and other purposes. He has been involved in valuation engagements in a variety of industries.

experience education & certifications industries services presentations & publications memberships community service events insights

Experience highlights

Casey helps clients with a variety of issues including:

  • Merger and acquisition consulting
  • Business transition planning
  • Business valuation
  • Employee Stock Ownership Plan (ESOP) transactions

Publications

Articles

State of the industry: BerryDunn's business valuation quarterly report for 2Q 2024
The basics of business valuation: The valuation rocket ship
State of the industry: BerryDunn's business valuation quarterly report
Factors affecting the value of a company
We wrote the book on business valuation—and it's available now
Tips for acquiring a construction company
Discounts for lack of control and marketability in business valuations (Part III)
Discounts for lack of control and marketability in business valuations (Part II)
Discounts for lack of control and marketability in business valuations
BATNA: What you need to know

Related Services

Consulting

Business Advisory

Succession Planning Overview

Valuation

Business Valuation Gift and Estate Valuations Overview

Transaction Advisory

Transaction Advisory Services

Related Industries

Conferences and tradeshows

2023 Manufacturer's Association of Maine Annual MFG Summit
May 12, 2023
South Portland, ME

Podcasts

Lender Links: Estimating a Company's Future Cash Flow
November 15, 2022

Seminars and events

Demystifying business transactions: How to plan for selling your business
January 25, 2024
Portland, ME

Speaking engagements

Introduction to Business Valuation
October 2, 2023
Speakers: Seth Webber and Casey Karlson discuss business valuation for appraisers in various fields. Topics covered include reasons for business valuation, key factors influencing value through different approaches, and more.

Insights

Articles

Should you use EBITDA to assess the value of your business?
State of the industry: BerryDunn's business valuation quarterly report for 2Q 2024
The basics of business valuation: The valuation rocket ship
State of the industry: BerryDunn's business valuation quarterly report
Factors affecting the value of a company
Compensation, bonuses, and other factors that can make or break an Employee Stock Ownership Plan (ESOP)
Decide: Value acceleration series part five (of five)
Planning and execution: Value acceleration series part four (of five)
The four C's: Value acceleration series part three (of five)
The discover stage: Value acceleration series part two (of five)
The process: Value acceleration series part one (of five)
An inflationary silver lining for privately held businesses
We wrote the book on business valuation—and it's available now
Tips for acquiring a construction company
Discounts for lack of control and marketability in business valuations (Part III)
Discounts for lack of control and marketability in business valuations (Part II)
Discounts for lack of control and marketability in business valuations
2020 estate strategies in times of uncertainty for privately held business owners
Value acceleration in times of uncertainty
BATNA: What you need to know

Podcasts

Lender Links: Estimating a Company's Future Cash Flow
November 15, 2022

Press Releases

Business Valuation Consultants Karlsen and Scott Receive Chartered Financial Analyst® (CFA) Designation
June 20, 2023

Resources

The Art and Science of Value Acceleration: What Business Advisors Need to Know
May 16, 2024
Increase your company's value: Risk factor analysis tool
August 3, 2023
Insurance Agency Valuation Trends
November 30, 2021
Factors Affecting the Value of Construction Companies
July 1, 2021
Value Acceleration: Increase Business Value and Liquidity
June 30, 2021
Standard, premise, and level of value in business valuations
December 22, 2020
The effect of COVID-19 and the lockdown on private construction company value
June 1, 2020
Effective tax strategies in the sale of a business
October 1, 2019
Using industry benchmarks to establish secure negotiating positions for merger and acquisition purposes
July 10, 2019
Keeping water under the keel: Increasing business value by decreasing risk
July 1, 2019
Key steps for business sales preparation
April 16, 2019
Valuation of Private Companies: A Tool for Financial Advisors

Education

BA, Business Administration, Finance concentration, Washington State University

MBA, George Fox University

Certifications

  • CFA
  • ASA
Speaking Engagements
Introduction to Business Valuation
Event
Demystifying business transactions: How to plan for selling your business
Resource
Increase your company's value: Risk factor analysis tool
Press release
Business Valuation Consultants Karlsen and Scott Receive Chartered Financial Analyst® (CFA) Designation