Kevin P. Couillard

ASA, CFA

BACKGROUND

Mr. Couillard is an affiliate of WEG specializing in business & intangible asset valuation and litigation support regarding valuation/damage matters. His experience includes the valuation of business enterprises, common stock, preferred stock, stock options, general and limited partnership interests, limited liability company interests, debt and note issues, accounts receivable, and other assets. He has completed valuations for financial reporting, gift and estate tax planning and reporting, state tax planning and reporting, mergers and acquisitions, employee stock ownership plans (ESOP), recapitalizations, management buy-outs, buy-sell agreements, divorce, dissenting shareholders, shareholder disputes, lost profits, and bankruptcy/fraudulent conveyance.

Mr. Couillard’s diversified experience also includes the valuation of intangible assets, including patents, trademarks, trade names, proprietary technology, non-competition agreements, assembled workforce, going-concern value, goodwill, software, mortgage servicing rights, provider and supplier contracts, and customer lists for various purposes. His experience includes industries such as manufacturing, transportation, wholesale entertainment, healthcare, banking, technology, investment, construction, publishing, real estate, telecommunications, internet domain brokers, and retail.

Kevin is an Accredited Senior Appraiser (ASA) certified in Business Valuation with the American Society of Appraisers and a Chartered Financial Analyst (CFA) with the CFA Institute.  He holds an MBA in Finance from Georgia State University and a Bachelor of Chemical Engineering from the Georgia Institute of Technology.

Prior Roles

  • Experience working at various regional and “Big 4” accounting firms
  • Experience with an international textile company
  • Has testimony experience as an expert witness in both state and federal jurisdictions

Education

  • Masters of Business Administration in Finance; Georgia State University
  • Bachelor of Chemical Engineering; Georgia Institute of Technology

Professional Designations

  • ASA – Accredited Senior Appraiser certified in Business Valuation with the American Society of Appraisers
  • CFA – Chartered Financial Analyst with the CFA
    Institute
White Elm Group, LLC is a forensic accounting firm founded for the purpose of helping individuals or companies and their counsel handle complex financial matters using the analytical expertise of a forensic CPA
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