Kate is a Senior Analyst with Brisbane Consulting Group. She joined the Firm with more than 24 years of valuation experience. She is involved in all phases of the valuation of businesses and is responsible for conducting financial analysis and modeling, managing financial due diligence engagements, and writing comprehensive valuation reports. She also participates in matrimonial and litigation value engagements. Prior to working with Brisbane Consulting Group, she was a Financial Analyst and Business Valuation Specialist with the U.S. Department of Treasury.
University of Connecticut, Bachelor of Arts, General Studies
National Association of Certified Valuators and Analysts
American Cancer Society, Volunteer
Alzheimer's Association, Volunteer
Kate has won not one, not two, but three apple pie bake offs! She also loves to play any sport with a racket.
Donor relationship management (DRM) software helps nonprofits build personalized and meaningful connections with donors, enhancing fundraising effectiveness through data-driven engagement strategies.
Cloud-based municipal accounting software offers enhanced security, seamless backups, and easier payroll compliance, leveraging AI and automation for improved productivity. It also provides better financial transparency and a user-friendly experience, helping local governments manage finances more efficiently and serve their communities better. Upgrading to this software can give municipalities a fresh start and renewed trust from constituents.
Is your organization prepared to discuss year-end strategy?
The usual methods of calculating lost profits may fall short when a start-up is involved.
The presence of an error, misstatement or erroneous deviation from customary business valuation practice in an expert’s report is a risky proposition. It could trigger (or worsen) an IRS inquiry or perhaps lead to an embarrassing courtroom mishap.
Attendees learned from the team of experts as they walked through real-world examples of the entire merger and acquisition process from valuation, buyer research and drafting of the offering materials, negotiation of key deal terms and execution of the definitive agreement, to closing and post-closing activity.
Congratulations! Brisbane Consulting is pleased to announce promotions effective January 1, 2022.
Brisbane Consulting Group, LLC is pleased to announce that Kelly Mandell-Klumpp has been promoted to Senior Analyst.
Congratulations! Brisbane Consulting is pleased to announce promotions effective January 1, 2026.
Brisbane Consulting Group is excited to congratulate Jonathan Urban, Director of Software Solutions, on his graduation from the ConvergenceCoaching®, LLC Transformational Leadership Program™ (TLP).
Business owners going through divorce face unique financial and tax challenges, especially when dividing business interests. Understanding tax-free asset transfers, future tax liabilities, and valuation adjustments is essential for a fair settlement. The tax professionals at Lumsden McCormick offer strategic guidance to help minimize risks and protect long-term financial stability.
A professional valuation is essential for manufacturing business owners considering a sale, applying for financing, or conducting estate planning, as it provides a more accurate picture than simple industry formulas.
Under the market approach, the value of a business is derived from comparisons between the subject company and transactions involving similar businesses.
A recent decision from the U.S. Court of Appeals for the Second Circuit provides a useful primer on how to value collateral for bankruptcy purposes.
Proposed amendments to the Federal Rules of Evidence (FRE), expected to take effect in late 2023, may affect the admissibility of expert testimony.
Employment discrimination claims based on race, sex, age, religion and other characteristics continue to be a major concern for employers.
Enacted on July 4, 2025, the Reconciliation Bill, officially named the One Big Beautiful Bill Act (OBBBA), brings major revisions to the U.S. tax code.
Comprehensive due diligence is an essential part of acquiring a business. But it can be a daunting task — especially for inexperienced buyers.
Pursuant to a marital termination agreement from 2008, the husband in Redleaf v. Commissioner deducted $51 million in deferred cash payments to his ex-wife. The U.S. Court of Appeals for the Eighth Circuit Court affirmed that the payments weren’t deductible as alimony under the tax law that was in effect at the time the agreement was executed.
