Corey J. O’Connell, CPA/ABV, AM
General Education
Graduated from the University of Minnesota-Duluth where he holds Bachelor degrees in Accounting and Finance.
Professional Designations
Certified Public Accountant – 2011
Accredited in Business Valuation – 2015
Accredited Senior Appraiser – 2019
Business Experience
2019 – Present: Redpath and Company, Ltd. – Business Valuation Manager
2012 – 2019: Value Consulting Group – Senior Financial Analyst
2011 – 2011: Ernst & Young, LLP – Staff II
2007 – 2011: Defense Contract Audit Agency – Senior Auditor
Professional Affiliations
Member, American Institute of Certified Public Accountants
Accredited Senior Appraiser – American Society of Appraisers, Business Valuation
Member, Minnesota Society of Certified Public Accountants
Board Member and Treasurer, Family Law League
Valuation Experience
Types of valuations completed:
Estate and Gift Tax Valuations, Marital Dissolution, ESOPs, Management Planning, Shareholder Disputes, Buy-Sell Agreements, Loan Documentation
Industries:
Professional practices, service companies, automotive repair, automobile dealerships, healthcare, bar/restaurants, childcare services, construction, consulting, fast food, grocers, convenience stores, manufacturing, distribution, holding companies, internet retailers, computer software
Specialized Education and Speaking Engagements
- Financial Early Neutral Evaluation Training (2019)
- American Society of Appraisers Advanced Business Valuation Conference (2018)
- MNCPA Tax Advisers Update (2018)
- Valuation Products & Services LLC – Business Valuation Methods: Report Writing (2017)
- 62nd Annual MNCPA Tax Conference (2016)
- Annual MNCPA Business Valuation Conference (2012 – 2018)
- AICPA/American Academy of Matrimonial Lawyers (AAML) National Conference on Divorce (2016)
- Annual Minnesota Continuing Legal Education (MNCLE) Family Law Institute (2014 – 2018)
- AAML Minnesota Chapter – Divorce Camp (2015, 2017, and 2018)
- Advanced Workshop on Taxes and Value: Guidance on the S Corporation Valuation Puzzle (2015)
- Simple Tips for Navigating Financial Issues in Divorce – Presenter, Family Law League (2015)
- Preparing Individual Tax Returns for New Staff and Paraprofessionals (2015)
- 2014 – 2015 15-Hour National Uniform Standards of Professional Appraisal Practice (2014)
- American Society of Appraisers Principles of Valuation Courses – BV202 (2014)
- MNCLE Advanced Family Law (2013)
- American Society of Appraisers Principles of Valuation Courses – BV201 (2013)
- Business Valuation Resources, LLC – Valuing Dental Practices (2012)
- Valuation Products & Services LLC – Control Premiums and Minority Discounts in Operating Companies (2012)