Who We Are

Partner and Company History

Kelly-Schulte Business Valuations, LLC is a new dynamic company bringing two professional women with years of experience in accounting, finance and banking together in a new endeavor.  Cindy Kelly and Kathy Schulte are both members in good standing with the National Association of Valuators and Analysts (NACVA), a professional international organization with a current membership of approximately 6,000.  NACVA members adhere to a strict code of ethics and professional standards. 

Cindy Kelly, CPA, CVA has been engaged in the accounting business for 35-years and brings a vast knowledge of taxation, general accounting, business structure and has provided service as an expert witness in litigation cases.

Kathy Schulte, CVA has been working in the banking industry as a commercial lender for 25-years and brings her experience and skillset of banking regulations, bank underwriting, ratio analysis that have all transferred to create a good foundation for her current endeavor as a certified valuation analyst.   

Cindy and Kathy are passionate about bringing to the marketplace a quality product that will value your business interest objectively and provide you with a report that is accurate and defendable in any litigation.

Our Client Creed and Promise:

We fully understand the importance of our work to provide you with an accurate estimate of your business or shares in a company, since it is critical to your strategic planning and decision making.  Each situation and valuation is unique, based on a comprehensive analysis that will be qualitative and quantitative.  We will thoroughly investigate many factors including the history of your business and historical financial performance, the economic outlook, the industry outlook and your company’s earning capacity.  We will deliver to you a report that is comprehensive with accurate analysis that you can count on to help you achieve your goals.

 

Get in touch

We mean this sincerely because we know the work it takes to develop a successful enterprise and we have been trained to high standards to deliver a professional service that will be of benefit to you and your company.

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Meet The Team

 
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Partner

Kathy M. Schulte

received her Bachelors of Science in Business Administration with an emphasis on finance from University of Montana.  Over the past 25-years she has worked in the banking industry as a Business Banker/Commercial Loan Officer.  Throughout her career in finance, she was privileged with assisting hundreds of customers to achieve their business goals through new acquisitions, expansions and growth.   Prior to her work as a lender, she was involved with training Realtors in Finance as a Certified Instructor for the State of Montana and taught two "200" level real estate courses as a Visiting Instructor for the University of Montana.   Throughout the years, she has taught various business seminars to include "Managing your Business", Scalability of your Business" and "Networking for Results." 

In addition to her lending career, she has been very active in the Missoula business community.  She served as president of the Rotary Club of Missoula in 2010.  Over the past 5-years, she has traveled to Denver to facilitate a multi-state training of President-elects of various Rotary clubs throughout the region.  In 2005 she served as president of the Missoula Business Women's Network.  During her year as president, she organized the First Symposium that has since become an annual event celebrating its 12th year this past January 2017.  She is currently serving as Board President of a non-profit corporation, Kilkenny Corporation that oversees the management of a 41-Unit Low-income senior housing project and has taken on the role of Club Secretary for the Missoula Rotary Club.

She is married to Bob Schulte and has two married grown children with four amazing grandchildren.  She enjoys playing her guitar, reading and hiking.  She recently published a book of inspirational messages that is now available on Amazon.

 

Education

University of Montana
Bachelors of Science in Business Administration

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Partner

Cindy Kelly

 

 

Education

SCHOOL -
DEGREE -

 

Activities & Affiliations

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