CPA/ABV, CPCU, CDFA,MBA
Katherine Puffer has over 40 years of business and financial experience. She served as a financial officer of a Fortune 100 company for over 10 years. Her valuation experience includes a wide variety of industries including financial services, electronics, manufacturing, franchises, fast food, printing, agriculture, information technology, personal services, amusement and recreation and health services. She has experience valuing family limited partnerships, intellectual and intangible property, and businesses involved in marital litigation, mergers and acquisitions and shareholder disputes. She has prepared appraisals related to employee compensation and financing and has provided litigation services to her clients. She is experienced in expert testimony.
Katherine Puffer has been a Certified Public Accountant since 1977. She is accredited in Business Valuation by the American Institute of Certified Public Accountants. She is a Certified Property and Casualty Underwriter and a Certified Divorce Financial Analyst. She is a fellow of the Collaborative Law Institute of Illinois.
Her formal education includes an MBA from the University of Chicago, the Graduate School of Banking from the University of Wisconsin as well as a BS in business from the Carlson School at the University of Minnesota. In addition, Katherine has completed over 400 hours of study directly related to business valuation. This course work includes venture capital and financial analysis courses at the University of Chicago, the core curriculum developed by the American Society of Appraisers for business valuation professionals, as well as courses in expert witnessing skills, matrimonial litigation support and appraising family limited partnerships.
Katherine Puffer is a member of the American Institute of Certified Public Accountants, the Illinois Society of Certified Public Accountants, the Institute for Divorce Financial Analysts and the Collaborative Law Institute of Illinois.