Jonathan Kreilein, CPA, CVA
As a Valuation Analyst with Castle Wealth Advisors, my role is to help our business clients make informed business decisions by preparing business valuation reports and business transition plans. Each business owner that we serve is unique, and each one has a compelling story. I enjoy learning about their stories and tailoring each valuation and transition plan to their specific needs. My goal is to help our clients feel confident as they make life-changing business transition decisions.
Professional Experience
- 2018 - Present:
Valuation Analyst
Castle Wealth Advisors
Indianapolis, IN
- 2017- 2018:
Staff Accountant
MGA Professional Corporation
Indianapolis, IN
I prepared individual, partnership, and corporate tax returns for clients all across the country. I also kept books and conducted tax planning and tax research to suit clients' individual needs.
Education/Certifications
- 2019: Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts (NACVA)
- 2018 - Present:
Certified Public Accountant, Indiana
- Bachelor of Science in Accounting
With Highest Distinction
Indiana University Kelley School of Business
Bloomington, IN
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA)
- AICPA Tax Section Member
- Indiana CPA Society
- National Association of Certified Valuators and Analysts (NACVA)
More about Jonathan
Ask me about:
- Music:
My wife teaches piano, and I sing and play piano and drums.
- Sports:
My favorite sport is baseball, and I want to visit every major league baseball park.
- Fun fact:
I share my birthplace with Abraham Lincoln.