KATHLEEN SLITER MONKS, CPA, CVA, ABAR
6 Thackeray Place
Durham, NC 27707
919-402-9196 Fax 919-403-0568
KMonks@CapVal-LLC.com
PROFESSIONAL EXPERIENCE
2005-current
CapVal-American Business Appraisers, LLC
Member of business appraisal, litigation support and financial advisory firm assisting attorneys and their clients in the areas of business appraisal, damages calculations, mergers and acquisitions and related financial advisory services.
1992-2004
Kathleen M. Sliter Monks, CPA
Assisted $9 billion international corporation and its outside attorneys respond to IRS audit inquiries and provided analytical support throughout the protest and appeals process. Reviewed and created trial exhibits for other general litigation support purposes. Assisted on numerous domestic and international tax projects including tax accounting calculations, tax asset basis and goodwill allocation for divestitures. Provided financial analysis and financial modeling services to assist corporations in various business proposals, including U.S. and international capital development projects.
1989-1992
American Ref-Fuel Company, Houston, Texas, Senior Financial Analyst
Evaluated risk/return features of $200 million domestic and international waste-to-energy projects; structured financial aspects of energy supply contracts; structured and negotiated disposal contracts with community leaders, their attorneys and financial advisors; performed financial and contractual analysis pertaining to acquisitions of various waste companies.
1988-1989
Heller Financial, Inc. – Atlanta, Georgia, Assistant Vice President – Underwriting
Performed comprehensive studies of business values, competitive and industry environments for leveraged buyouts. Prepared cash flow analysis and other financial analysis for recapitalizations and working capital funding.
1985-1988
KPMG Peat Marwick – Atlanta, Georgia, Financial Management Consultant
Provided general financial management, accounting, and tax services, including inventory valuations and asset depreciation studies for numerous publicly-held and privately-owned clients. Responsibilities included business development, proposal, and report writing.
1983-1985
Federal Reserve Bank of Atlanta, Atlanta, Georgia, Financial Analyst
Evaluated financial and competitive aspects of bank formations, mergers, acquisitions, and changes of control. Presented results of evaluations to bank senior management and legal advisors. Prepared recommendations for the Federal Reserve System's Board of Governors final action.
PROFESSIONAL AFFILIATIONS
Certified Public Accountant (Texas, Georgia and North Carolina certificates)
Member of American Institute of Certified Public Accountants (AICPA)
Member of National Association of Certified Valuation Analysts (CVA)
Member of The Institute of Business Appraisers, Accredited Business Appraisal Review (ABAR)
EDUCATION
Saint Mary’s College – Notre Dame, Indiana, BBA-1981
Emory University – Atlanta, Georgia, MBA-1983
AICPA Certificate of Educational Achievement in Business Valuation - 1999