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Tim Kolstad, CFA, ASA

J.S. Held Examines Multifaceted, Global Business Impacts of Tariff and Trade Policies

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Tim Kolstad has conducted extensive research across a broad range of industries and has performed intangible asset valuation for purchase price allocation and business valuations for:

  • Mergers & Acquisitions
  • Spin-offs
  • Employee Stock Ownership Plans (ESOPs)
  • Financial Reporting
  • Dissenting Shareholder Litigation
  • Marital Dissolution
  • Bankruptcy & Reorganization Proceedings
  • Estate & Gift Tax Purposes

Prior to joining J.S. Held with the acquisition of Kotzin Valuation Partners, Tim was a financial analyst at Reuters StockVal (the former fundamental research arm of Bridge Trading Company/Bridge Information Systems) at its Phoenix headquarters, where he was responsible for collecting, analyzing, adjusting, and restating corporate financial data for institutional investment firms throughout the U.S. and Canada. He was also a manager at Ringel Kotzin Valuation Services.

He received his B.S. degree in Finance from Arizona State University in 1997 and his MBA, with a concentration in finance, from Arizona State University in 2001.

Professional Registration:

  • Chartered Financial Analyst (CFA®) Charterholder, CFA Institute
  • Accredited Senior Appraiser (Business Valuation) (ASA)
  • CFA Institute
  • Phoenix CFA Society
  • American Society of Appraisers (ASA)
  • Association for Corporate Growth