Melissa Goetz, CPA/ABV, ASA
Accredited Senior Appraiser
Melissa Goetz joined Prairie Capital Advisors in 2018. She performs comprehensive valuations and provides financial advisory services to privately-held companies in a wide variety of industries, specializing in companies that have employee stock ownership plans (“ESOPs”). Her experience also includes performing business valuations for Federal estate and gift tax purposes, buy/sell arrangements, and succession planning. Melissa serves on the Board of Directors for the Kansas Center for Employee Ownership (“KSCEO”) and is a member of the membership committee for the Heart of America chapter of The ESOP Association (“TEA”).
Melissa shares her expertise on ESOPs and valuation matters through Prairie’s webinar program and through speaking engagements at chapter conferences sponsored by TEA. Melissa co-authored a chapter on ESOP strategies in the book Exit Planning: The Definitive Guide, which was published in conjunction with the Business Enterprise Institute.
Professional Designations
Mrs. Goetz is a member of the American Society of Appraisers. During 2004, she received her Accredited Senior Appraiser (ASA) designation as a result of successfully passing the Society’s intensive written and oral examinations, submission of appraisal data, and other qualifying criteria demanded by the Society’s International Board of Examiners.
Mrs. Goetz was also awarded the Accredited in Business Valuation (ABV) designation by the American Institute of Certified Public Accountants (AICPA) in 2002. The ABV designation is the premier business valuation credential that certified public accountants can earn and is the only credentialing program in the field backed by the AICPA.
Other Qualifications
· Licensing with the Kansas State Board of Accountancy (1998);
· Bachelor of Business Administration degree, with a major in Accounting, from Fort Hays State University (1992);
· Member of the American Institute of Certified Public Accountants;
· Member of the Kansas Society of Certified Public Accountants;
· Member of the ESOP Association; and
· Member of the National Center for Employee Ownership.