Cindy Andresen, ASA
Cindy Andresen has more than 25 years of financial experience that includes 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:
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.
B.S. Finance, Santa Clara University, 1989
American Society of Appraisers
Central Arizona Estate Planning Council: Board of Directors
Business valuation services for various purposes including estate and gift tax purposes, employee stock ownership plans (ESOPs), marital dissolution, internal planning, buy/sell purposes, conversion of C to S corporation status, bankruptcy, IRC 409A and charitable contributions
Valuations of undivided interests in real property
Valuations of secured and unsecured promissory notes
“Understanding Business Valuation: There Are No Crystal Balls,” Frazer Ryan Goldberg & Arnold, July 2016
“Business Valuation Overview,” NB/AZ Women’s Financial Group, January 2016
Decisions,” Jackson White, November 2014
“Making Lemonade Out of Lemons in a Real Estate Recession,” Phoenix Current Tax Discussion Group, February 2012
“The IRS Today: Misconceptions and Opportunities,” East Valley Estate Planning Council, November 2009
Kotzin Valuation Partners (Phoenix, AZ): Director, 2017-Present
Henry & Horne, LLP (Scottsdale, AZ): Associate Director, Litigation and Valuation Services, 2016-2017; Manager, Litigation and Valuation Services, 2010-2016
Ringel Kotzin Valuation Services (Phoenix, AZ): Manager, 2007-2010
Barclays Global Investors (San Francisco, CA): Portfolio Manager, 1998-2004; Portfolio Accounting Supervisor, 1997-1998; Portfolio Accountant, 1993-1996
LeasePartners Corporation (Burlingame, CA): Senior Staff Accountant, 1991-1993
First Interstate Bank (San Francisco, CA): Collateral Examiner, 1989-1990