Bree Montoya, CPA/ABV, CVA

Partner

Bree Montoya is the Manager of the Business Valuation and Litigation Support (BV/LS) department at Gray, Blodgett & Company, PLLC with more than 15 years of accounting experience.

As a Manager, Bree’s responsibilities include managing all aspects of business valuation, financial forensics and litigation support engagements. Including planning and conducting fieldwork, preparing complex analyses and report writing.

She assists Ted Blodgett in civil ligation matters involving business value, marital dissolution and litigation/financial forensic services. She also provides support in preparation of expert testimony in courts throughout the State of Oklahoma.

In addition, Bree performs non-litigation business valuation services for: estate and gift tax purposes, buy-sell agreements, strategic acquisitions and shareholder disputes.

Her accounting experience includes ten years of public accounting in the area of: business valuation, financial forensics, audit, assurance and consulting. Her industry experience includes: banking, financial services, healthcare, higher education, manufacturing, oil and gas, non-profit and information technology.

Bree holds a Bachelor of Accountancy and a Bachelor of Business Administration in Finance with a minor in Economics from the University of Oklahoma.

She also holds an Associate in Applied Science, Legal Assistant from Rose State College.

Bree is a Certified Public Accountant (CPA) licensed in the State of Oklahoma.

She holds the Accreditation in Business Valuation (ABV) from the American Institute of Certified Public Accountants (AICPA).

Bree is also a Certified Valuation Analyst (CVA) from the National Association of Certified Valuators and Analysts (NACVA).

She serves as Council Member, Ward 3 in the City of Norman.

Bree is an active member in the AICPA and the AICPA Forensic and Valuation Services Section (FVS).

Bree is also an active member in the Oklahoma Society of CPAs (OSCPA), where she serves as a member of the OSCPAs Business Valuation/Forensic and Litigation Support and Public Relations Committees.

Bree is the Past President of the Norman Chapter of Oklahoma Society of CPA’s (OSCPA).

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