Financial Analysis Consultant Joe Carlen

Know Thy Market (KTM) provides the very highest quality of valuation reports, business plans, market assessments, feasibility studies, and other strategic documents. That is why KTM has become known for providing data-driven, professionally-written, visually appealing, and powerful strategic documents to savvy companies and entrepreneurs throughout the world. 

Joe Carlen, MBA, MISM, CVA, Co-Founder and Lead Consultant, is a Certified Valuation Analyst with over 20 years of Business Analysis experience. He offers a strong combination of intellectual property, valuation, business and technology knowledge coupled with strong analytical and writing skills. 

A Carnegie Mellon graduate, Carlen has a strong technical background that makes him more comfortable than most valuators with highly technical and IP-weighted businesses. With many years of experience working with a patent law firm, Carlen is one of the few certified valuators known for excellent valuations of patents and other forms of intellectual property. Carlen is also one of relatively few valuators experienced in international/multi-jurisdictional business valuations.

Over the years, Mr. Carlen has completed over 200 market assessments and valuation reports for patents, trademarks and copyrights of almost every industry. He has also assisted in the preparation of some patent applications. There are relatively few valuation and damages experts with a comparable level of experience with intellectual property.

Consulting Services

• Business Valuation and Patent Valuation - Carlen has conducted valuations of businesses of a wide range of sizes and industries, from food retail to automotive accessories, swimming pool products to GPS systems, etc. 
• Strategic Business Plans / Financial Analysis Projects - Having worked on business plan projects for companies of all industries, including non-profits, Mr. Carlen knows exactly what investors and other strategic partners need to see in such documents, including: Market Assessment, Real Estate Feasibility Studies, Grant Applications, White Paper / Manuals, Brochures

Joe Carlen Speaks at the Museum of American Finance

Mr. Carlen has been a Certified Valuation Analyst (CVA), in good standing with the National Association of Certified Valuators and Analysts, since 2014. The published author of multiple business books, he has also contributed finance-related articles to CNBC, ValueWalk, Bloomberg and other financial media outlets.

View Joe Carlen's Expert Witness Profile.