Kathryn Aschwald Email & Phone Number

Portland, Oregon, United States

Columbia Financial Advisors, Inc. provides objective financial advisory services to owners of privately held businesses contemplating the fractional or total transition of ownership to employees, managers or outside buyers. We provide fairness opinions required in transactions ranging from typical ESOP deals involving minority interests to complex multi-investor situations, including sophisticated securities design issues, synthetic equity analyses and compensation structures.Ms. Aschwald has been appraising businesses since 1984. She specializes in ESOP-related valuation and financial advisory services, litigation support, and transactions. Ms. Aschwald has significant experience in ESOP related fairness opinions and has performed financial advisory services for both publicly traded and privately held ESOP companies. Ms. Aschwald also has experience in determining appropriate restricted stock and blockage discounts, gift and estate tax valuations and valuations for a variety of other purposes.Ms. Aschwald is a past Accredited Senior Appraiser in Business Valuation, by the American Society of Appraisers, and is a past CFA Charter holder. She earned her Bachelor of Science degree in Business Administration, Finance Law, with Honors, from Portland State University in 1984. She is Past Chair and member (since 1993) of the ESOP Association's Valuation Advisory Committee and a founding member (2006-2010) of the ESOP Association’s Interdisciplinary Committee on Fiduciary Issues. She is a frequent speaker, lecturer, instructor, and author on matters involving valuation in general and ESOP valuation methodologies and financial advisory practices.Prior to founding Columbia Financial Advisors, Inc. in 1992, she was a Principal at Senior Associate Mangement Associates, Inc. where she focused on business appraisal and financial advisory services for ESOPs and shareholder disputes and was involved in some of the most high profile shareholder litigation of that time.

B.S., Finance Law

Activities and Societies: With Honors

Asa

Cfa