Rachel Flaskey, CPA/ABV/CFF, ASA

Rachel Flaskey, CPA/ABV/CFF, ASA
Vice President

PRESENT POSITION

Rachel provides valuations of companies for a variety of purposes including estate and gift, buy/sell agreements, Employee Stock Ownership Plans, ownership transitions, and general corporate planning purposes.  She has experience with complex capital structures and valuations of corporate securities issued as equity compensation to comply with IRS (IRC§ 409A) and financial reporting (ASC 718) requirements.  Rachel has worked with and understands the varying needs of clients across a range of sizes and industries, and has particular expertise in assisting closely held or family-owned businesses with all aspects of business succession planning.

 

MEMBERSHIPS AND DESIGNATIONS

Rachel is a Certified Public Accountant (CPA) licensed in the states of Minnesota and South Dakota, and holds membership in the Minnesota Society of Certified Public Accountants and the American Institute for Certified Public Accountants (AICPA).  Additionally, Rachel is Accredited in Business Valuation (ABV) and is Certified in Financial Forensics (CFF) as granted by the AICPA.  Rachel maintains certification as an Accredited Senior Appraiser (ASA) designated in Business Valuation by the American Society of Appraisers.

 

Rachel has won national and local industry recognition for her work in business valuation.  She is a recipient of the Twin Cities Finance & Commerce Top Women in Finance Award and the AICPA’s Standing Ovation Award.  Rachel is a contributing writer for The Business Journals on a variety of valuation related topics and also contributes content to other industry publications.

 

PRIOR EXPERIENCE AND EDUCATION 

Prior to joining Chartwell, Rachel served as a senior manager in the valuation services practice of Baker Tilly Virchow Krause, LLP.  Rachel holds a Master of Business Administration degree from the University of South Dakota and Bachelor of Arts degrees in public accounting and business administration from the University of Sioux Falls.