Casey Karlsen

Senior Manager, Business Valuations

Role
Senior Manager, Business Valuations at Sorren
Location
Bend, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Casey Karlsen

I help business owners understand the value, growth opportunities, and risk profile of…

Experience

  1. Senior Manager, Business Valuations

    Sorren

    Aug 2025 — Present · Bend, OR, US

    I work with business owners and advisors who are interested in understanding what a business is worth and what drives its value. I specialize in exit planning, working with business owners who are 3-5 years from an exit. I help the people understand their exit options and how to plan for a successful exit. I also perform valuations for trust and estate needs, transaction advisory, ESOPs, and other purposes.

Education

  • George Fox University

    Master's degree, Business Administration

    2016 — 2018

  • Washington State University - College of Business and Economics

    Bachelor of Arts (B.A.), Business Administration, Focus in Finance

    2009 — 2014

  • Clark College, Vancouver, WA

    Associate of Arts (AA)

    2006 — 2009

Skills

  • Leadership
  • Public Speaking
  • Consulting
  • Coaching
  • Microsoft Excel
  • Powerpoint
  • Financial Analysis
  • Integrity
  • Finance
  • Communication
  • Financial Services
  • Microsoft Office
  • Critical Thinking
  • Mathematics
  • Teamwork
  • Business
  • Corporate Finance
  • Social Media

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Casey Karlsen — Senior Manager, Business Valuations at Sorren in Bend, OR, US | Unifers