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Timothy Montgomery, CFA

Director at Redwood Valuation Partners
Asheville, North Carolina, United States
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Timothy Montgomery, CFA

Director at Redwood Valuation Partners
Asheville, North Carolina, United States
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Timothy Montgomery is a finance expert with over 25 years of experience in business valuation and financial planning. He has worked with prominent venture capital and private equity firms across the US, providing in-depth analysis and financial modeling for investment fundraising, investor relations, and business plan development. Timothy has a keen eye for detail and a passion for helping companies reach their full potential.

With an MBA in Finance, Consulting & Entrepreneurship from the University of Georgia and a BBA in Finance from the University of Alabama, Timothy is equipped with strong financial acumen and a deep understanding of the industry. He is currently a Director at Redwood Valuation Partners, leading business valuation projects for clients in the Southeast, primarily executing 409A, ASC 820, carried interest, and purchase price allocations, and serving as fractional CFO for clients.

In the past, Timothy has held several significant roles, including Managing Director at BLUEMONT LLC, Senior Manager – Valuation Services at WTAS, LLC, Manager - Quist Valuation Services at ShareholderInSite, LLC, and Senior Associate at Duff & Phelps.

Through his extensive experience, Timothy has developed a reputation for being a trusted advisor to his clients, providing expert guidance on complex business matters.

This public profile is provided courtesy of Clay. All information found here is in the public domain.