Partner, Kelly O’Farrell, CPA, CVA has recently earned the Certified Business Exit Consultant® Designation from the International Exit Planning Association (IEPA). The Certified Business Exit Consultant® Designation is a significant achievement, complimenting Kelly’s designation as a Certified Valuation Analyst, and helps to further establish Kelly as one of the elite exit planners in the marketplace today.
To receive the CBEC® Designation, individuals must complete the high-level training program that requires pre-course study, an extensive, leading edge curriculum taught by top expert instructors in their respective fields as well as the successful completion of the final exam. As an additional requirement for the CBEC® Designation, individuals deliver an exit plan to an owner and submit that plan to the IEPA’s Certification committee for review. The quality and the brand of the IEPA’s CBEC® Designation requires this type of process. Holding graduates to this standard ensures the IEPA that any advisor in the marketplace with the CBEC® designation has not only gone through their extensive Certification course and pre-work, but they have also taken an owner through this process and delivered the type of solution that the IEPA expects from their advisors.
Kelly O’Farrell joined CDS in 2015 and has twenty-three years of public accounting experience. Kelly earned her certification as a valuation analyst in 2017. In 2019, Kelly was admitted as a Partner. She specializes in business advisory services including business valuations and transaction advisory services for closely held private businesses across a variety of industries. Another area of expertise is in audit and attest with specialization in the manufacturing, construction, and petroleum industries as well as non-profit organizations.
Kelly, her husband, Bradley, and their children reside in Spicer, MN.
