Michelle Ellis
Principal

Michelle Ellis

Industry Areas

Service Areas

Michelle leads the firm’s business valuation and litigation support practice with proven skills in consultation, analysis, and reasoning.  With 20 years of experience, her depth of expertise in business valuation and financial analysis during transitions has guided both individuals and companies to achieve their goals.

As a Certified Valuation Analyst (CVA) and Certified Public Accountant (CPA), Michelle provides detailed and insightful business valuation and financial analysis for clients during transitions in their lives and careers.  Whether it be estate planning, business litigation, or divorce, her expert analysis and determinations help individuals and companies achieve their objectives given changing life circumstances.

Michelle combines experiences gained from working with a wide range of firms – from small privately-held to large publicly-traded companies – with her background in working at a Big 4 firm, to apply her skilled analysis and valued consultation to each client engagement.

Education

Bachelor of Arts, University of California, Santa Barbara

Credentials

Licensed CPA in California
Certified Valuation Analyst (CVA)

Professional Associations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants (CalCPA)
CalCPA, Forensic Services Section, member
National Association of Certified Valuators and Analysts (NACVA)
Collaborative Divorce Central Valley

Personal Interests

Cooking, wine tasting, taking dance classes, going to the coast, spending time with friends and family.

Recent Insights related to Michelle Ellis

Partner Announcement – KCoe Isom

K·Coe Isom announced the appointment of three new partners: Jeanne Bernick, Brent Bright, and Michelle Ellis; and seven firm leaders as principals: Roxie Azparren, Lisa Baalman,...

california-wilfire-disaster-relief

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

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...