Becky Carlson, CPA, ABV, CDA

As an accredited business valuator, Becky’s expertise crosses across many industries with a specialized focus on the architecture and engineering (AE) and manufacturing industries.  She understands that the most crucial elements involved in any firm valuation are the employees. This lead with people approach can enhance the value of a company and position it for greater success.

In her previous roles, as a Partner with TWO CPAs & Consultants, Inc. and a Consultant at PSMJ Resources, Becky developed highly focused and refined skills in the areas of valuations, ownership transitions, mergers and acquisitions, and fractional CFO consulting services. For Becky, every project involves getting to know the client well and filling in the financial gaps. She views each assignment uniquely and includes industry commentary, as well as benchmarking data that is highly usable and relevant to the client.

Her love of numbers means Becky leaves no stone unturned in her pursuit of helping to strengthen the big-picture strategies for growth and prosperity. If a financial model can be built to solve a financial question, she will design it.


  • BS degree in Finance from Michigan State University
  • BS degree in Accounting from Franklin University

Professional & Community Highlights

  • Accredited in Business Valuation (ABV)
  • QuickBooks ProAdvisor

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The time she served a root beer float to a rock star.