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Cindy Andresen, ASA

J.S. Held Strengthens Family Law Practice with Asset Acquisition of Luttrell Wegis

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Cindy Andresen has more than 25 years of financial experience, including business valuation, financial analysis, portfolio management, accounting, strategy, and research.

Cindy Andresen has prepared hundreds of business valuations for attorneys, accountants, trust officers, and financial planners for a variety of purposes, including:

  • Estate & Gift Tax
  • Employee Stock Ownership Plans (ESOPs)
  • Marital Dissolution
  • Internal Planning
  • Buy/Sell Agreements
  • Conversion From C to S Corporation Status
  • Bankruptcy
  • IRC 409A
  • Charitable Contributions

An Accredited Senior Appraiser (ASA) in Business Valuation, Cindy received her Bachelor of Science degree in Finance from Santa Clara University. For ten years prior to joining Kotzin Valuation Partners in 2017, Cindy was an associate director and manager in the Litigation and Valuation Services Group at Henry & Horne, and a manager at Ringel Kotzin Valuation Services.

Before entering the valuation profession, Cindy was employed at Barclays Global Investors in San Francisco, where she was a portfolio manager in the Global Market Strategies Group. She was part of a team that managed U.S. and global asset allocation strategies for institutional and retail clients.

Key Expertise

  • Business Valuation
  • Portfolio Management
  • Portfolio Accounting Supervisor
  • Accountant
  • Employee Stock Ownership Plans (ESOP)

Professional Affiliations:

  • Accredited Senior Appraiser (Business Valuation), American Society of Appraisers
  • American Society of Appraisers
  • The ESOP Association
  • National Center for Employee Ownership
  • Central Arizona Estate Planning Council: Member, Board of Directors