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Firm Profile
Ms. Masarie has earned the designation of Accredited Senior Appriser from
the American Society of Appraisers. To obtain this respected credential, an appraiser must:
Learn more about the American Society of Appraisers. In the past six years, Shelly has completed over 160 valuations for gift and estate tax, income tax, estate planning and corporate planning purposes. Prior to founding Sage Business Valuation LLC, she was a Senior Financial Analyst with Quist Financial, Inc., a business valuation firm in Boulder, Colorado. Ms. Masarie was also a Senior Financial Analyst and Certified Bank Examiner at the Denver Branch of the Federal Reserve Bank of Kansas City for four years. Ms. Masarie holds a Bachelors Degree in Business Administration, with a concentration in Finance from the University of Oregon. She was awarded the business academic honorary of Beta Gamma Sigma upon graduation. She is a member of the Rocky Mountain Estate Planning Council and the Denver Estate Planning Council. Recent speeches and presentations include: "Current Valuation Topics" presented to the Estate Planning Group of a law firm on January 21, 2003 "Valuation of Family Limited Partnerships" presented to a financial planning/wealth management group on October 3, 2002 "How Recent Court Decision Will Affect FLP Valuation" presented to the Rocky Mountain Estate Planning Council on October 17, 2001 |