Kathleen Walton, CPA, JD

Principal

Loveland, CO

6125 Sky Pond Drive Suite 200 Loveland, Colorado 80538

Contact Information

eMail

Social Media Information

Kathleen leads the firm’s outsourced CFO services and advisory practice. Her unique skillset as a creative problem solver, transactional advisor, and a nuts-and-bolts financial executive, equips her to help business owners achieve lasting value within their organizations.

In addition to being a corporate and M&A attorney, Kathleen was a partner at a $500 million private equity firm where she negotiated and evaluated dozens of acquisitions, and participated in capital-raising and portfolio company management. Through this experience, she brings both the buyer and investor perspective, giving owners of businesses she counsels greater confidence to move forward in a transaction.

Whether finding equity, negotiating terms, or buying or selling companies, Kathleen serves as an adjunct to management teams with results such as:

  • Evaluating the best ways to capitalize and finance a digital-marketing company’s hyper-growth. Introducing the right financial partners, establishing solid capitalization, and setting proper financial covenant levels to ensure ongoing success.
  • Advising a second-generation manufacturing business on a successful sale of their business. Despite a downturn in revenues and unfavorable market conditions during the transaction, maintaining the initial sales price of this $80 million transaction.
  • Developing a business-growth strategy and paradigm shift for a 15-year old company that was stagnant. Facilitating an increase in revenue and cash flow through expanded service offerings and business opportunities.

Passionate about her work, Kathleen helps people make better decisions during the extraordinary events in their business lives. She discovers meaningful ways to measure and interpret financial data and then guides owners on how to use that information to increase their business’ productivity. Straight-forwardly advising clients throughout the years, Kathleen challenges business owners to think differently so they can gain market momentum now and increase value over time.

Education

  • J.D., University of Wisconsin Law School
  • B.B.A., business administration (accounting), University of Wisconsin

Credentials

  • Series 63, 79, and 82 licenses
    • Securities offered through KCoe Capital Advisors, LLC.  Member FINRA.

Professional Associations

  • Alliance of Merger and Acquisition Advisors

Personal

  • Enjoys being outside with family and running
  • Noteworthy accomplishments include completing Ironman Triathlon and climbing Mt. Kilimanjaro

Service Areas

CFlexO

Mentions and articles by Kathleen

california-wilfire-disaster-relief

In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

K·Coe Editoral | August 2, 2018

How to Treat Insurance Casualty Gains As fires rage and rampage through large areas of California, the destruction of residences, outbuildings, and commercial buildings has been widespread. K·Coe Isom has been fielding questions and concerns from many of our clients […]

K·Coe Isom Introduces New Board Members

K·Coe Editorial | July 20, 2017

Chairperson Kathleen Walton Brings Multi-Faceted Expertise to Her Leadership Role July 20, 2017 – At the firm’s recent annual meeting, CEO Jeff Wald introduced the newly-elected and returning members of the K·Coe Isom Board of Partners, the governing body responsible […]

Baxter & Associates releases its take on latest employment data

K·Coe Editorial | February 8, 2016

Baxter & Associates, a Wichita-based financial advisory firm has released its take on the latest employment data. “At 4.9% unemployment, the economy is now in the range of what economists call ‘full employment,’ defined as a point at which the […]