Kathleen Sliter Monks, CPA, CVA, ABAR
6 Thackeray Place
Durham, NC 27707
Phone: (919) 402-9196
Fax: (919) 403-0568
PROFESSIONAL EXPERIENCE
2005 – Current
CapVal-American Business Appraisers, LLC. CapVal furnishes services in the fields of business appraisal, appraisal of intangible and other assets, merger and acquisition consulting, strategic planning and family succession. CapVal also provides services involving debt restructuring, business insolvency, and bankruptcy.
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
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.
LICENSES, CERTIFICATIONS, AND PROFESSIONAL ASSOCIATIONS
Certified Public Accountant , NC License 32117 (Also licensed in Texas and Georgia)
Member, American Institute of Certified Public Accountants
Member, National Association of Certified Valuation Analysts (CVA)
EDUCATION
BBA, Saint Mary’s College, Notre Dame, Indiana, 1981
MBA, Emory University, 1983
AICPA Certificate of Educational Achievement in Business Valuation, 1999