As a Vice President for Capstone's ESOP Advisory Group, Kayla oversees project management and coordination of ESOP formations from initial analysis through stock sale closing, overseeing the due diligence process, conducting financial analysis and developing presentation materials in support of the firm’s valuation and advisory practices.
Prior to her role as VP, she served as a Senior Analyst for Business Transition Advisors (BTA), including assisting in every step of the ESOP quarterbacking process: preliminary analysis presentations, feasibility studies, plan/transaction design, implementation, repurchase liability studies, and employee communications rollout meetings. She also assisted with various marketing efforts for BTA.
Before joining BTA, Kayla owned Salmon River Properties for 12 years, providing clients with real estate services for rural, residential, and commercial properties throughout the state of Idaho.
Boise State University – BA
National Center of Employee Ownership (NCEO)