Mike Keliher

Mike Keliher is an attorney, financial expert, entrepreneur, writer and successful investor. His credentials include:

• CPA – Texas and Ohio
• JD – California Bar and Texas Bar
• MBA – University of Michigan
• Accredited in Business Valuation (ABV) — An AICPA credential designating expertise in business valuation. ABV’s go "beyond the core service of reaching a conclusion of value" and into "value creation for clients through the strategic application of valuation analysis."
• Certified in Financial Forensics (CFF) — The CFF combines the skills of accounting, auditing and investigation when examining financial statements for forensic purposes.
• Certified Fraud Examiner (CFE) — The CFE is “the gold standard" in distinguishing expertise in fraud investigation.
• Four securities licenses – Series 3, 63, 65 and 66 securities licenses

His first twenty plus years as a professional were spent as an auditor and then as an attorney representing the large audit firms known as the Big Four:

• PricewaterhouseCoopers
• Deloitte Touche Tohmatsu
• Ernst & Young
• KPMG

He is recognized by the American Institute of Certified Public Accountants as an expert in financial valuation of businesses and in forensic accounting. He is recognized as an expert in fraud investigation by the Association of Certified Fraud Examiners. He is the principal in Castle Oaks Advisors a registered financial advisor in the state of Texas.

Mike’s multi-disciplinary experience is demonstrated in the following:

• Current CV

Jane Goodwin

Jane Goodwin is an experienced analyst. She is a member of the Association of Certified Fraud Examiners and a CFE candidate. Jane has experience starting and running a small business. She has served as Chief Compliance Officer for Castle Oaks Advisors, a registered investment advisor, handling all securities filings and compliance related activities. Jane has a degree in biology.

Virtual Network

We work with fellow professionals in law, accounting, valuation, etc. This allows staffing of large matters without needing to charge clients for overhead costs associated with large organizations. It also permits introductions that are of mutual benefit to members of this diverse network.