Casey Karlsen
Casey Karlsen
Associate
111 S.W. Fifth Avenue, Suite 2150
Portland, Oregon, 97204
503-243-7513

For a detailed curriculum vitae, please contact Casey Karlsen.

Casey Karlsen is an associate with Willamette Management Associates.

He has valued the following types of business entities and securities: asset-holding companies, private party notes receivable, financial advising books of business, small businesses, and fractional ownership interests in real estate and businesses.

He has prepared valuation and economic analysis assignments for the following purposes: transaction pricing, gift and estate tax reporting, bank financing, litigation support, divorce, and shareholder buyout.

Casey has performed business valuations for clients in the following industries: automotive repair, bowling, brewing, cinema equipment, construction, control system design, credit card processing, dentistry, financial services, heating and ventilation service and maintenance, hospitality, industrial repair, information technology, manufacturing, materials handling, mechanical and structural engineering, metal treating, ocular prosthetic manufacturing, optometry, pharmacy management, printed circuit board manufacturing, professional cleaning, professional printing, real estate holding and management, residential real estate appraising, retail, river restoration engineering, salons, screen printing, software development, sporting equipment manufacturing, technology, veterinary medicine, and water treatment.

PREVIOUS EXPERIENCE
Before joining Willamette Management Associates, Casey was an analyst at Markee Valuations. At Markee Valuations, he specialized in small business valuation for a wide variety of industries.

Prior to working at Markee Valuations, Casey worked as a real estate appraisal intern at Appraisal and Consulting Group, LLC, assisting in the valuation of commercial real estate.

EDUCATION
Bachelor of Arts in business administration, focus in finance, Washington State University

PROFESSIONAL ASSOCIATIONS
Casey is a 2016 Level 1 CFA Candidate. He is a part-time student in the Master of Business Administration program at the George Fox University in Tigard, Oregon.