Kartik J. Shah

ASA, CFFA
Principal

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Kartik Shah is a Principal at Templeton & Company and leads the Valuation Services Group. Kartik has 15 years of business valuation experience including a wide variety of assignments related to business and securities valuation of publicly traded companies and closely-held businesses. He has extensive experience in preparing valuations for tax and financial reporting purposes, including valuations of intangible assets for purchase price allocation for large multinational publicly traded corporations.

Kartik started his career at PricewaterhouseCoopers as a member of their valuations group in New York City. He has also worked for Arthur Andersen and other valuation consulting firms in New York, New Jersey, and Florida.

Areas of Focus

  • Purchase price allocation (ASC 805)
  • Goodwill impairment testing (ASC 350)
  • Financial and tax reporting
  • Mergers and acquisitions
  • Shareholder redemptions
  • Business damages
  • Estate and gift tax matters
  • Buy/sell agreements
  • Business planning
  • Litigation support

Industries Served

  • Manufacturing
  • Wholesalers
  • Retailers
  • Physicians
  • Service Entities
  • Financial Services
  • Healthcare
  • Technology
  • Telecommunications
  • Pharmaceutical
  • Tobacco Distributors
  • Restaurants

Education

  • Rutgers University, B.S.

Professional and Civic Affiliations

  • American Society of Appraisers
  • National Association of Certified Valuation Analysts
  • India - U.S. Chamber of Commerce - South Florida, Former Board Member
  • Greater Miami Chapter of American Society of Appraisers, Former 2nd Vice President and Membership Chairman