Kristin Coffey, CVA

95 Allens Creek Road
Executive Square Bldg. 2, Suite 231
Rochester, New York 14618
585-491-8091

Education, Credentials and Special Training

  • Certified Valuation Analyst (CVA®)
  • MBA, Finance, Fordham University
  • BA, Psychology and Political Science, Hobart & William Smith Colleges

Professional Affiliations

  • New York State Council on Divorce Mediation (NYSCDM)
  • Collaborative Law Association of the Rochester Area (CLARA)

Philosophy

“Open communication, objectivity, trust, and respect are the building blocks of long-term client relationships.”

Specialties
Professional Overview

Kristin has over 25 years of experience in the finance industry, working as a financial analyst, business valuation analyst, and consultant. Before joining South Park Advisors, Kristin served as a senior consulting manager at Chiampou Travis Besaw & Kershner, LLP, a full-service accounting firm in Buffalo, NY. Additionally, Kristin has held positions with Bonadio & Co., LLP, Mengel, Metzger, Barr & Co. LLP, and Empire Valuation Consultants, LLC. Her vast experience includes valuations of various equity classes for companies operating in the manufacturing, construction, retail, healthcare, and professional services industries, among others. In addition, her diverse valuation portfolio includes company and/or equity sales, estate and gift taxes, litigation services, ESOPs, recapitalizations, management planning purposes, marital dissolution, and partnership disputes.

Additionally, Kristin completed Collaborative Practice Training and Divorce Mediation Training in 2019-2020 to enhance her abilities as a financial neutral facilitator in a collaborative divorce setting. Kristin is a member of the New York State Council on Divorce Mediation (NYSCDM) and the Collaborative Law Association of the Rochester Area (CLARA).

Kristin is currently studying for her Certified Divorce Financial Analyst (CDFA®) designation.

Professional Experience

  • Chiampou Travis Besaw & Kershner LLP – Senior Consulting Manager, 2018-2021
  • ValuQuest, LLC – Principal, 2017-2018
  • Mengel, Metzger, Barr & Co. LLP – Director Business Valuation Services, 2009-2016
  • Empire Valuation Consultants – Valuation Associate, 2005-2009

Industry Expertise
Her experience is diverse and includes experience as a financial neutral in collaborative divorce cases. Additionally, Kristin has prepared hundreds of valuations for the following types of business, to name just a few:

  • Investment and Real Estate Holdings
  • Construction Management
  • Real Estate Management
  • HVAC Installation, Services, Parts, & Distribution
  • Specialized Packaging
  • Hospitality & Restaurants
  • Pharmacies
  • Commercial Construction
  • Retail Services
  • Professional Services
  • Beverage Distributors
  • Commercial & Industrial Design-Build
  • Manufacturing Companies
  • Industrial Parts, Wholesale & Retail
  • Energy/Utilities
  • Food Service Companies
  • Commercial Moving & Logistics
  • Auto Repair Shops
  • Oil & Gas Extraction
  • Precision Parts & Components
  • Government Contractors
  • Start-Up Companies

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