Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
Kristen Grau, CPA, CVA is the company’s Executive Vice President, Chief Financial Officer, Chief Operations Officer, and Valuations Director. As Valuations Director, she has completed hundreds of valuations, and her findings have been used to help with everything from benchmarking to litigation support. Kristen also co-leads SRG’s practice sales division, assisting advisors to sell their practice, where her advocacy efforts for SRG seller clients have directly translated to 20% higher values. In addition to her full-time schedule with SRG, Kristen also owns and operates an accounting firm, The Clover Group, which focuses on external accounting and CFO services for advisors. A self-described “doer,” she is committed to helping business owners improve their business and streamline processes while maintaining customized client interaction and service.
With nearly 15 years of experience in the financial sector, Kristen began her career as a tax accountant with Moss Adams LLP and Delap LLP, where she gained expertise in accounting, tax compliance, and taxation for individuals and business owners. From these experiences, Kristen provides SRG and its clients with comprehensive and informed guidance and advice.
Kristen earned her bachelor’s degree in business administration and accounting from Portland State University. She is an active CPA in the state of Oregon and is a Certified Valuation Analyst (CVA). She is also an active member of the American Institute of Certified Public Accountants (AICPA) and National Association of Certified Valuators and Analysts® (NACVA), and a past board member/treasurer of Montessori Northwest, a local non-profit.
Kristen is a wife, mother of three, entrepreneur, and Oregon native. In her free time, she enjoys playing with her children, outdoor water sports, traveling and exploring new Pacific Northwest wineries.
Fun Facts: Kristen enjoys spending time with her husband and two kids, became a vegetarian when she was eight, loves (and hates) Barre3, enjoys traveling and outdoor activities. Her guilty pleasure is chocolate, popcorn, and watching Days of Our Lives.