Raleigh, NC

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Professional Experience

For the past 30 years, Sarah von Helfenstein has specialized in financial valuation and served as valuation professional and educator in her own and public accounting firms and for the AICPA and American Society of Appraisers. During this time, she also participated in several tech startups. In addition, she performed seminal research for the U.S. Department of Defense Office of Force Transformation in the valuation of information systems and human capital. Her experience includes the valuation of business enterprises, business interests, and intangible assets for operating companies in all stages of life cycle, ESOPs, holding companies, and private equity.

Professional Activities

  • National Association of Certified Valuators and Analysts (NACVA)
  • Business Valuation Resource Panel of The Appraisal Foundation
  • Appraisal Issues Task Force
  • The ESOP Association

Certifications

  • Certified Valuation Analyst

Publications & Speaking Engagements

Sarah publishes and presents extensively in the U.S. and internationally on topics in valuation and finance, real options (theory and practice), and complex systems. She has developed, authored, and edited valuation curricula, exams, and conferences, and edited a number of key valuation books, including the recently released Art of Valuation, published by The Appraisal Foundation.

Community Involvement

  • Georgia State University Student Valuation Competition, Mentor, 2024
  • Team Baldwin Wallace (2nd Place),
    The Value Examiner, Editorial Board, NACVA, 2019
    NACVA and the CTI’s Annual Consultant’s Conference, C-Chair, 2017
    MIT Enterprise Forum Mentor Smart Program, Mentor, 2015
    MIT Enterprise Forum Mentor Smart Program, Mentee, 2014
  • Yönäkö software project selected for Mentor Smart Program
    Valuation Uncertainty Project, International Valuation Standards Council, 2011-13
    NACVA, Education Quality Assurance Board, 2010-11

Education

  • MBA, Charles H. Kellstadt Graduate School of Business, DePaul University. Chicago, IL.
  • B.A., Randolph-Macon Woman’s College. Lynchburg, VA. (renamed Randolph College in 2007)

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Professional Experience

Cameran has a well-rounded career with experience in both the public and industry sector. For over eight years, she has been a trusted advisor for closely-held business entities and their owners on complex federal, foreign, state and local tax issues. She assists her clients in navigating these issues to make informed, strategic decisions and can be relied upon to provide tailored service.

Industry Expertise

Cameran is a leader in the life sciences industry team at Dean Dorton. She also provides trusted guidance and compliance across many other industries, including professional services, start-ups, technology, healthcare, manufacturing, and family offices.

Professional Activities

  • American Institute of Certified Public Accountants (AICPA)
  • North Carolina Association of Certified Public Accountants (NCACPA)
  • Former NCACPA Young CPA Cabinet Member

Certifications

  • Certified Public Accountant

Education

  • Bachelor of Science in Accounting, North Carolina State University, Raleigh, NC

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Professional Experience

Linwood (Lindy) has more than thirty years in public accounting providing tax services to small and mid size businesses and accounting services to non-profits, small businesses, and governmental entities.

Lindy provides tax services and auditing services to organizations across multiple industries. He specializes in audits for non-profits and governmental entities. He also has experience with compliance audits under the Uniform Guidance.

Professional Activities

  • American Institute of Certified Public Accountants, Member
  • North Carolina Association of Certified Public Accountants, Member

Certifications

  • Certified Public Accountant

Community Involvement

  • St. Paul’s Episcopal Church, Treasurer
  • St. Paul’s Episcopal Church, Member

Education

  • BA, Accounting, 1988, North Carolina State University, Raleigh, NC

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Professional Experience

Philip is the former President and Founder of Massey Consulting. For over 20 years, he has spent time on the software side of the accounting industry, working with applications like Sage Intacct and Microsoft Dynamics GP (formerly known as Great Plains). His software implementation experience includes programs such as Peachtree, MAS 90, and Microsoft Dynamics GP.

In 2002, Philip founded Massey Consulting, which specialized in Microsoft Dynamics GP implementations. For many years, Massey focused exclusively on Dynamics GP, but in 2011, Philip felt the need to get an early start on the coming “cloud” revolution and added Sage Intacct as their system of choice. The decision was a great one as Massey was named a Sage Intacct Premier Partner and achieved the President’s Club designation before becoming a part of the Dean Dorton organization via merger in January 2019. Philip now oversees the financial software services division of Dean Dorton, where he is responsible for managing the evaluation, implementation, and support of business management software solutions for clients.

Philip focuses primarily on technology companies (e.g., software, SaaS, and biotech), nonprofit, professional services, and healthcare organizations.

Professional Activities

  • American Institute of CPAs, Technology Section
  • North Carolina Association of CPAs

Certifications

  • Certified Public Accountant
  • Sage Intacct Cloud Accounting Certified Professional
  • Dynamics GP Certified Professional
  • Scribe Insight Certified Professional
  • SmartConnect Certified Professional

Community Involvement

  • Harris Chapel Baptist Church, Treasurer and Finance Committee
  • Franklinton Area Community Theatre, Board of Directors and Treasurer
  • Methodist University Chorale Volunteer

Education

  • Bachelor of Science in Accounting, Barton College, Wilson, North Carolina

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Professional Experience

Michelle has more than 15 years of experience providing assurance and tax services in a variety of industries. She began her career in public accounting in Nebraska before moving to North Carolina in 2018. She provides tax services to individuals, local businesses, and nonprofits.

Michelle has extensive tax and assurance experience in several industries including nonprofit, governmental agencies, private foundations, real estate, construction, employee benefit plans, and family offices.

Professional Activities

  • North Carolina Association of Certified Public Accountants, Member
  • American Institute of Certified Public Accountants, Member

Certifications

  • Certified Public Accountant

Education

  • BSBA in Accounting, Drake University, Des Moines, Iowa
  • BSBA in International Business, Drake University, Des Moines, Iowa

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Professional Experience

Kati has more than 17 years of experience in public accounting with a focus on assurance, auditing and tax. She has worked for international, regional and local firms providing auditing and tax services.

Kati has provided audit, accounting, and tax services to a wide variety of industries, including, but not limited to, nonprofit, government, employee benefit plans, and construction contractors. Her experience includes compliance audits under the Uniform Guidance.

Professional Activities

  • American Institute of Certified Public Accountants, Member
  • North Carolina Association of Certified Public Accountants, Member

Certifications

  • Certified Public Accountant

Education

  • Bachelor of Science in Accounting, Temple University Fox School of Business and Management, Philadelphia, Pennsylvania

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