EXECUTIVE SUMMARY

Ms. Kalava: Financial Expert | Business Valuation | FP&A | Educator

Ms. Kalava is a highly skilled financial expert with nearly 15 years of professional experience in business valuation, public accounting, and financial planning and analysis (FP&A). Specializing in working with private, closely-held companies, she brings extensive expertise and insight to her clients.

Education & Credentials:

  • Master of Science in Finance from the University of Tampa.

  • Bachelor of Science in International Business and Management, with a minor in Finance.

  • Certified Valuation Analyst (CVA), Master Analyst in Financial Forensics (MAFF), and Accredited in Business Valuation (ABV) credentials.

  • Certified Machinery & Equipment Appraisal (CMEA)

Teaching & Education:

Nataliya's passion for finance extends beyond her professional work. She served as an Adjunct Finance faculty member at the University of Tampa, where she taught corporate finance and investment courses to undergraduate students. Additionally, she actively prepares and delivers Continuing Legal Education (CLE) courses accredited by the Florida Bar, focusing on business valuation topics.

Leadership & Contributions:

Nataliya's expertise and dedication have earned her recognition in the financial community. She serves as a board member for the Business Transition Council of Tampa Bay and is an Editorial Board Member for QuickRead, a publication by the National Association of Certified Valuators and Analysts (NACVA). Furthermore, she contributes her insights as a Valuation Credentialing Board Member for NACVA, shaping the standards and practices in the field.

Ms. Kalava's extensive experience, comprehensive knowledge, and commitment to excellence make her a sought-after professional in the world of finance. Her ability to navigate complex financial landscapes and provide valuable guidance makes her an invaluable asset to clients seeking expert financial solutions.

Curriculum Vitae

EDUCATION

The University of Tampa, Tampa, FL                                                                                             

  • Master of Science, Finance (MS)                                                                                

  • Bachelor of Science, International Business and Management, minor in Finance

University of Oxford, Oxford, United Kingdom, Associate Member : (Said Business School), Economics of the European Union (Queens College)                                

  • Topics of Focus:  Strategic Corporate Expansion into the Global Markets                                    

ACADEMIC HONORS: Alpha Chi; Beta Gamma Sigma; Dean’s List, Magna Cum Laude

 PROFESSIONAL CREDENTIALS & ORGANIZATIONS

  • CVA (Certified Valuation Analyst): National Association of Certified Valuators and Analysts, Member and Practitioner

  • MAFF (Master Analyst in Financial Forensics): National Association of Certified Valuators and Analysts, Member and Practitioner                                      

  • ABV (Accredited in Business Valuation): AICPA Non-CPA Member

  • CMEA (Certified Machinery and Equipment Appraiser): NEBB Institute

  • Florida Real Estate Sales Associate License

  • Florida Real Estate Appraiser Trainee License

Board Member

Extensive Continuing Professional Education (CPE) in Business Valuation and Litigation Support Fields:

  • Valuation Consideration for Non-Fungible Tokens or NFTs, Conference Presentation, NACVA, and the CTI's Conference: Business Valuation & Financial Litigation Super Conference, December 13-17, 2021, in Ft. Lauderdale, FL or virtually

  • Valuation of Businesses, Securities & Intangible Assets for Bankruptcy Purposes (2022)

  • Financial Forensics Workshop (2021)

  • Forensic & Valuation Services AICPA Conference (2020): Planning Credible Lost Profits Analyses for Experts, Cost of Capital in Turbulent Times, the OPM Backsolve Method in Common Stock Valuation: A Fair Value Update, Balance Sheet Considerations in Income-Based Valuations, Discounted Cash Flows: Factoring In the Future, Valuing S Corps and Other Flow-Through Entities Post TCJA, Market Approach: How Similar is Too Similar, Advanced Valuation Issues in Gift and Estate Tax

  • Financial Triage COVID-19, Personal Economic Damages, Economic Damages in COVID-19, etc.

VALUATION EXPERIENCE

  • Estate and Gift Tax Valuations

  • Economic Damages/ Lost Profits Calculations and Consulting

  • Intellectual Property/ Patent, Brand Name, Tradename, etc. Valuations

  • Financial and Tax Reporting (Purchase Price Allocation, Goodwill Impairment Testing)

  • Transaction Support

  • SBA/ Lending Purposes Valuations

  • Marital Dissolution Valuations

  • 409A Equity Valuations

  • Sale or Merger Transactions (Partner Buy-Ins and Buy-Outs)

EMPLOYMENT AND PROFESSIONAL EXPERIENCE

  • American Valuations | ONE10 Firm: Managing Director | Valuation Services | Tampa, Florida                      

  • NAMBRI Technologies, LLC | Co-Founder and Managing Member | Tampa, Florida | Boston, MA                       

  • Araliya Global Enterprises LLC | Chief Financial Officer | Tampa, Florida                                     

  • Equinix Inc. (Fortune 500 Company) (NASDAQ: EQIX) | Senior Financial Analyst | Tampa, FL | Redwood City, California   

  • Humana At Home (subsidiary of Humana (NYSE: HUM)) | Financial Consultant | St. Petersburg, Florida | New York, New York   

  • BDO LLP | Senior Valuation Associate | Nationwide (US) and New York, New York                          

  • Sigma Valuation Consulting Inc. | Valuation Analyst | New York, New York

  • PriceWaterhouseCoopers (PwC) | Assurance Specialist | Nationwide (US) and Tampa, Florida                                                           

  •  U.S. Senator Mel Martinez (FL) | Government Intern | Tampa, Florida Regional Office

  • JNE | Human Resources Intern | Lakeland, FL Office

  •  Easidance Ballroom (Michelle & Timothy Mason) | Ballroom Dance Instructor | Tampa, Florida 

  • Goldsboro Eye Clinic | Top Hat Ballroom | Heritage Dance Foundation | Production Assistant | Goldsboro, NC

FACULTY & LECTURER

The University of Tampa - Finance Faculty Member: Corporate Finance and the Investments, Financial Statement Analysis, Time Value of Money, Bonds and Stock Valuation, Investment Decision Rules and Capital Budgeting and Risk and Return, Cost of Capital

PROFESSIONAL & INDUSTRY AFFILIATIONS

  • National Association of Certified Valuators and Analysts (NACVA)

  • American Institute of Certified Public Accountants (AICPA)

  • National Association of Government Guaranteed Lenders (2019 NAGGL)

  • Florida Association of Government Guaranteed Lenders (2021 - 2022 FLAGGL)

  • Business Transition Council of Tampa, Board Member 2020 - current

  • South Tampa Chamber of Commerce

  • Florida Business Brokers (2018 – 2019, 2022 Affiliate Member)

PRESENTATIONS, PUBLICATIONS & MEDIA 

  • Essential Guide to Gift Tax and Estate Planning | | QuickRead, NACVA | March 1, 2024 | Read Article

  • Revenue Drivers and KPIs in the Realm of Business Valuation | QuickRead, NACVA | June 30, 2023 | Read Article

  • Business Valuation for SBA Lending | Live Webinar Presentation | American Valuations 4326 W El Prado Blvd., Suite 11, Tampa, FL 33629 | March 16, 2023

  • Business Valuation for Gift & Estate Tax Planning Purposes CLE | Live CLE Webinar Presentation | Live Webinar | American Valuations 4326 W El Prado Blvd., Suite 11, Tampa, FL 33629 | March 9, 2023

  • Inspiring and Empowering Great People to Turn Worthy Dreams into Valuable Legacies | Publication | QuickRead by NACVA | March 8, 2023 | Read Article

  • Valuation Consideration for Non-Fungible Tokens or NFTs | Conference Presentation |NACVA and the CTI's Conference: Business Valuation & Financial Litigation Super Conference, December 13-17, 2021, in Ft. Lauderdale, FL or virtually on December 16, 2022

  • Key Insights into Valuing Companies in the Real Estate Sector |Publication |QuickRead by NACVA on December 7, 2022 | Read Article

  • Business Valuation for Attorneys CLE | Webinar CLE Presentation | Live Webinar; American Valuations 4326 W El Prado Blvd., Suite 11, Tampa, FL 33629 on November 15, 2022

  • 2022 September YTD - Market Trends & Insights Presentation for Business Transition Council of Tampa Bay at Mortellaro Law: 4102 W. Linebaugh Avenue, #100, Tampa, FL 33624 on October 4, 2022

  • Business Valuation Lunch & Learn + Network Presentation at the Tampa Club 101 E Kennedy Blvd., Unit 4200, Tampa, FL 33602 on July 14, 2022

  • Bankruptcy and Difficult Valuation Issues Webinar Presentation, Continuing Legal Education, Strafford Publications  |  590 Dutch Valley Road NE  |  Atlanta, GA 30324 on June 28, 2022

  • Business Transaction Council of Tampa Bay, Virtual Educational Panel Discussion, Topic: What is it that buyers want and must have for a valuable business? January 2022

  • Around the Business Valuation World, presentation to Business Brokers of Florida Organization at Centre Club 123 S West Shore Blvd 8th Floor, Tampa, FL 33609, December 16, 2021

  • Business Valuation for Attorneys Lunch and Learn, Continuing Legal Education (CLE Course) at Hyde House, 1646 W Snow Ave, Tampa, FL 33606, July 2021

  • Valuation Consideration for Non-Fungible Tokens or NFTs, QuickRead by NACVA, May 12, 2021 | Read Article

  • Business Valuations for SBA Lending Programs, QuickRead by NACVA | April 28, 2021 | Read Article

  • Continuing Legal Education Workshop, Business Valuation for Attorneys (Florida Bar Accredited Course), 5.5 credits and litigation credits, January 18, 2020; 1001 N Florida Ave, Tampa, FL 33602

  • Florida CFO Group, Business Valuation Strategies, and Topics, January 11, 2020, 1800 Grant Street, Tampa 33605

  • BTC of Tampa (Business Transition Council), Business Valuation Strategies for Business Owners, November 5, 2019, 1 N Dale Mabry Hwy #450, Tampa, FL 33609

  • Continue Legal Education (CLE) Business Valuation for Attorneys, Tampa, FL, October 5, 2019

  • Where Is Blockchain Technology Going In The Next 5 Years? 10 Experts Weigh In | July 2019 | Read Article

  • Economic Damages in Not-for-Profit Entities, NACVA Publication,  http://quickreadbuzz.com/, July 2019

  • Founder and Finance Professional Helps Companies with Business Valuation. https://www.podbean.com/ 4.18.019

  • Tampa Bay Business Journal - People on the Move. https://www.bizjournals.com/ 2.6.2019

  • NACVA, CTI, QuickRead - Healthcare Top Story: What Do Physician Business Owners Think About the Business of Healthcare. http://quickreadbuzz.com/ 2.6.2019

  • U.S. News & World Report - Money Section: 6 Economic Indicators to Understand. If you're worried about the health of the economy, look at these important metrics. https://money.usnews.com/ 1.11.2019

  • U.S. News & World Report - Money Section: Ready to give your budget an overhaul? Consider cutting back on these expenses https://money.usnews.com/ 12.30.2018

  • CEO Blog Nation: Entrepreneurs Share Their Best Business Tips https://rescue.ceoblognation.com/ 11.21.2018

  • Newswire: Breezin' Magazine announces the official list of finalists that will be featured in the 40 Under 40 article in the next issue. The magazine will launch on September 29, 2018. https://www.newswire.com 9.17.2018

  • CEO Blog Nation: Entrepreneurs List Their Favorite Inspirational Business Books - https://teach.ceoblognation.com 9.16.2018

  • 11 Of The Biggest Risks To Your Financial Success - https://financeandmarkets.com/financial-success/ 7.20.2018

  • CEO Blog Nation: Entrepreneurs Share Their Thoughts on the Future of Business 7.15.2018

  • Valuing Customer Relationships” CPE Webinar Presentation BDO LLP, New York, NY 2014

  • “Valuing Closely Held Companies” CPE Webinar Presentation BDO LLP, New York, NY 2012

  • “Discounts and Premiums” Discussion Forum Presentation in New York, New York 2011