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5.0

/5.0
/ Based on 8 ratings
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Marie Carlie

Melissa is extremely hard working, intelligent and insightful. She would be an asset to any team and I would highly recommend her. Marie Carlie Tax Partner BDO USA, LLP

Josh Ayers

It's been my pleasure to have worked with Melissa the last three years and I have always been impressed by her willingness to help and the quality of the work she performs for her clients and peers. Melissa is not just a valuation professional, but a well-rounded business leader with a unique and effective skillset in marketing and business development. I can't thank her enough for the help she's provided me and I highly recommend her in any circumstance.

Bruce Hoskins

I have had the distinct pleasure to work with Melissa for nearly three years and am blown away by her creativity and proactive approach to driving new business to the firm. She has a true entrepreneurial mindset and has helped raise the bar throughout the company by being a true leader. Melissa actively speaks on valuation and litigation related topics both locally and nationally, gaining industry recognition not only for the company but as a recognized leader in her field. I highly recommend getting to know Melissa and seeing her in action. She is smart, highly focused and has a tremendous sense of humor. The whole package for sure!

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Credentials

  • Certified Divorce Financial Analyst - CDFA
    The Institute for Divorce Financial Analysts (IDFA™)
    Jun, 2016
    - Sep, 2024
  • Master Analyst in Financial Forensics - Matrimonial Litigation
    NACVA
    Jan, 2014
    - Sep, 2024
  • Certified Fraud Examiner
    Association of Certified Fraud Examiners (ACFE)
    Jan, 2004
    - Sep, 2024
  • Certified Valuation Analyst
    NACVA
    Jan, 2003
    - Sep, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Mediator & Partner
      • Feb 2009 - Present

      Experience preparing valuations for estate tax reporting and planning, M&A transaction planning, dispute resolution, strategic planning and financial consulting. Conducts business valuations for litigation support services and expert witness testimony in cases regarding marital dissolution, shareholder disputes, commercial litigation, business interruption claims, personal damage calculations and lost profits. Participated in fraud investigations for various privately-held companies, government entities and municipalities.  Works with disputing owners or partners seeking to understand the value of the business and have one owner exit the business through purchase/sale of the interest or through litigation. Manages marital dissolution cases by valuing business interests, calculating maintenance, providing tax and cash flow, as well as tracing separate/marital assets.  Experienced in providing valuation and consulting for companies ranging in size from large, privately held or publicly-traded firms to small, privately-held operations and family limited partnerships (FLPs).  Expertise lies in performing valuations in many industries, including internet start-ups, colocation and cloud computing, internet applications, real estate holding companies, manufacturing, distribution, wealth management, automotive/car dealerships, heavy-duty towing, construction, electrical contracting, plumbing contractors, retail donut producers, steel bar manufacturers, metal stamper, specialty plastic container manufacturers, fast-food retail franchises, accounting firms, financial services, food and produce distributors, gas stations, hospitality services, healthcare (pharmacies, rural health clinics, nursing homes, adult daycare, doctors, dentists, orthodontists, chiropractors, anesthesiologists, maxillo-facial surgeons, sports medicine) Show less

    • Accounting
    • 1 - 100 Employee
    • Senior Manager
      • Jun 2015 - Jun 2016

      Effective June 1, 2015 the partners and staff of Stone Carlie & Company, LLC have joined BDO USA, one of the nation’s leading professional service organizations. I conduct business valuations for litigation support services and expert witness testimony in cases regarding marital dissolution, shareholder disputes, commercial litigation, business interruption claims, personal damage calculations and lost profits. I work with divorcing spouses by calculating maintenance, helping the parties understand tax and cash flow ramifications as well as tracing separate assets. I have participated in fraud investigations for various privately-held companies, government entities and municipalities. I prepare valuation and consulting for companies ranging in size from large, publicly-traded firms to small, privately-held operations and family limited partnerships (FLPs). My expertise lies in performing valuations in numerous industries, including internet start-ups, colocation and cloud computing, internet applications, real estate holding companies, manufacturing, distribution, wealth management, automotive/car dealerships, construction, electrical contracting, fast-food retail franchises, financial services, food and produce distributors, gas stations, hospitality services, healthcare (pharmacies, rural health clinics, nursing homes, doctors, dentists, orthodontists, chiropractors), insurance companies, industrial, landscaping, law firms, marketing research, nuclear power plants, payroll services, plastics (injection molding, thermoforming, packaging), printing and imaging, specialty retail, restaurants, technology, trucking and website developers. Business valuations for estate planning, gift tax, divorce litigation, owner disputes and other purposes. Also provide expert witness testimony for various litigation purposes. Show less

    • United States
    • Accounting
    • 1 - 100 Employee
    • Business Valuation Expert
      • Aug 2013 - May 2015

      Conduct business valuations for estate planning as well as mergers and acquisitions. Provides litigation support services and expert witness testimony for marital dissolution, shareholder disputes, commercial litigation, business interruption claims, personal damage calculations, lost profits and personal injury. • Possesses over 13 years of experience in providing valuation and consulting for companies ranging in size from large, publicly-traded firms to small, privately-held operations and family limited partnerships (FLPs) • Expertise performing valuations in numerous industries, including internet start-ups, colocation and cloud computing, internet applications, manufacturing, distribution, wealth management, automotive/car dealerships, construction, electrical contracting, fast-food retail franchises, financial services, food and produce distributors, gas stations, hospitality services, healthcare (pharmacies, rural health clinics, nursing homes, doctors, dentists, orthodontists, chiropractors), insurance companies, industrial, landscaping, law firms, marketing research, nuclear power plant, payroll services, plastics (injection molding, thermoforming, packaging), printing and imaging, specialty retail, restaurants, technology, trucking and website developers • Experience preparing valuations for tax reporting and planning, financial reporting requirements, transaction planning, litigation support and dispute resolution, strategic planning, fiduciary advice and financial consulting • Senior Valuation Correspondent: Around the Valuation World in 90 Minutes, Appraisal Database & Mentoring Services (ADAM) Company Valuation Expert in St. Louis, Chicago, Kansas City TESTIMONY EXPERIENCE • United States District Court, Eastern District of Missouri • Circuit Court of St. Louis County, Missouri • Circuit Court of the City of St. Louis, Missouri • United States District Court, Southern District of Illinois • Circuit Court of Jefferson County, Illinois Show less

    • Business Consulting and Services
    • Social Media Manager - Video Marketing
      • 2012 - 2013

      -Develop training seminars for internet and online marketing campaigns, utilizing social media marketing strategies with Facebook, Twitter, video marketing on YouTube and LinkedIn. -Help business owners establish and maintain an internet marketing presence in order to attract, capture and convert potential clients. - Increase the knowledge of social media marketing among business owners and build an online sales platform to manage new advertisement options as part of the overall business strategy. -Build new advertising strategies and maximize current advertisement budgets by incorporating new technologies, video marketing, social media marketing and online marketing. Social Media Marketing, Video Marketing & Internet Marketing Expert in St. Louis, Chicago, New York, Kansas City, Memphis, Orlando, Tampa, San Francisco, San Diego, Las Vegas, Atlanta, Denver, Seattle, New Orleans, Boston, Houston, Dallas, Denver, Phoenix, Los Angeles and all other major metropolitan areas. Show less

    • United States
    • Wellness and Fitness Services
    • Vice President of Operations - Healthcare
      • Jan 2009 - 2011

      ▪Negotiated the initial round of investment in the start-up company ▪Created the new entity and established all business protocols ▪Coordinate strategic initiatives, develop marketing strategies and conduct initial consultations ▪Completed a pilot study and prepared a case study to publish the results of the study ▪Coordinated the initial stages of a third-party clinical study in order to gain credibility in the medical community and expand business opportunities ▪Negotiated the initial round of investment in the start-up company ▪Created the new entity and established all business protocols ▪Coordinate strategic initiatives, develop marketing strategies and conduct initial consultations ▪Completed a pilot study and prepared a case study to publish the results of the study ▪Coordinated the initial stages of a third-party clinical study in order to gain credibility in the medical community and expand business opportunities

    • United States
    • Accounting
    • 1 - 100 Employee
    • Supervisor - Business Valuations
      • 2003 - 2008

      ▪Conducted business valuations for estate, litigation, mergers and acquisitions purposes ▪Provided maintenance calculations, traced assets, valued business entities and testified in deposition and trial for divorce litigation ▪Calculated wage and benefit loss and testified in deposition and trial for personal injury litigation ▪Conducted fraud investigations with other forensic accounting experts, assisting clients including government entities and municipalities ▪Provided financial calculations regarding lost profits and litigation support for commercial litigation cases with $1-100+ million in damage claims, damages expert witness services, company valuation expert, personal injury lost wages expert, lost profits expert Business valuation expert in St. Louis, Chicago, New York, Kansas City, Tampa, Phoenix, San Diego, Washington DC, Denver, Mempis, Atlanta, New Orleans and all other major metropolitan areas. Show less

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Manager - Investment Banking
      • 2000 - 2003

      ▪Involved in all stages of investment banking, buying and selling companies ▪Provided business consulting services, industry research, due diligence and data on strategic and equity buyers ▪Helped business owners with succession planning - offering sell-side and buy-side advisory services ▪Involved in all stages of investment banking, buying and selling companies ▪Provided business consulting services, industry research, due diligence and data on strategic and equity buyers ▪Helped business owners with succession planning - offering sell-side and buy-side advisory services

Education

  • Saint Louis University
    Master's, Finance
    1998 - 2000
  • Creighton University
    BSBA, Business Management
    1993 - 1997
  • University of Missouri - St. Louis
    Accounting

Community

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