Becky Carlson, CPA, ABV

Director, Value Advisory

Zweig Group partners with Becky, Director of Valuation Services at Stambaugh Ness. As an accredited business valuator, Becky’s expertise spans many industries, with a specialized focus on architecture and engineering (AE). She understands that the most crucial element in any firm valuation is the employees. This lead-with-people approach can enhance a company’s value and position it for greater success.

In her previous roles as a Partner with TWO CPAs & Consultants, Inc., and a Consultant at PSMJ Resources, Becky developed highly focused and refined skills in valuations, ownership transitions, mergers and acquisitions, and fractional CFO consulting. For Becky, every project involves getting to know the client well and filling in the financial gaps. She views each assignment uniquely and includes industry commentary, as well as highly usable, relevant benchmarking data for the client.

Her love of numbers means Becky leaves no stone unturned in her pursuit of strengthening the big-picture strategies for growth and prosperity. If a financial model can be built to solve a financial question, she will design it.

Zweig Group partners with Becky, Director of Valuation Services at Stambaugh Ness. As an accredited business valuator, Becky’s expertise spans many industries, with a specialized focus on architecture and engineering (AE). She understands that the most crucial element in any firm valuation is the employees. This lead-with-people approach can enhance a company’s value and position it for greater success.

In her previous roles as a Partner with TWO CPAs & Consultants, Inc., and a Consultant at PSMJ Resources, Becky developed highly focused and refined skills in valuations, ownership transitions, mergers and acquisitions, and fractional CFO consulting. For Becky, every project involves getting to know the client well and filling in the financial gaps. She views each assignment uniquely and includes industry commentary, as well as highly usable, relevant benchmarking data for the client.

Her love of numbers means Becky leaves no stone unturned in her pursuit of strengthening the big-picture strategies for growth and prosperity. If a financial model can be built to solve a financial question, she will design it.