CPA/ABV, ASA, CFF
Karen Monfre has spent more than 20 years assisting clients in acquiring a business or in the sale of their closely-held business. Her time is spent exclusively doing business sell-side brokerage, buy-side brokerage, transaction support, valuation, litigation support, and related engagements. Karen is highly sought after for her experience and forthright consultation services.
Karen has assisted in the successful sale of a wide range of clients from $1 million In revenue to over $100 million in revenue and in a wide array of industries including manufacturing, distribution, health care, construction services, automobile and truck dealerships, and life sciences.
Karen is a certified public accountant accredited in business valuations and certified in financial forensics. She is also accredited by the American Society of Appraisers as a senior appraiser. Karen has been working exclusively in the valuation, corporate finance, and litigation support field since 1994. Prior to 1994, beginning in 1987, her work included performing financial audits, corporate tax returns, internal control reviews, budgeting, and business planning.
Professional Organizations and Activities
Karen is an active member in an array of professional organizations including both the American and Wisconsin Institutes of Certified Public Accountants (AICPA/WICPA). She is on the Board of Directors for the Greater Green Bay YMCA, the Great Lakes Asset Corporation, Quality Insulators, Inc., the UW-Madison Alumni Club of Brown County, and the Wisconsin Alumni Association.