15 JAN 2025 / PEOPLE UPDATES

CTBK Welcomes New Partners for 2025: Gregg Gallson and Valerie Kaufman

- MYCPE ONE Insights Team

Summary

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CTBK has promoted professionals Gregg Gallson and Valerie Kaufman to its Partnership group for 2025, recognizing their commitment to client success, team leadership, and the company’s core values. Gallson, the Director of CTBK Advisory Services, and Kaufman, the Chief People Officer, both play significant roles in the firm's strategic direction, leadership development, and fostering a growth-oriented culture, marking a key step in CTBK's evolution.

CTBK has announced the admission of two accomplished professionals, Gregg Gallson and Valerie Kaufman, to its Partnership group for 2025. Both individuals have demonstrated outstanding commitment to client success, team leadership, and the firm’s core values, making them integral to CTBK’s continued growth and strategic direction.

“Gregg and Valerie’s admission to the partnership reflects their unwavering commitment to our clients, our people, and our values,” said Zack Wagner, CTBK Partner and Integrator. “As integral members of our leadership team, they have consistently driven excellence and innovation.”

Gregg Gallson, CVA

As Director of CTBK Advisory Services, Gallson brings deep expertise in mergers and acquisitions, business valuation, fractional C-suite roles, litigation support, forensic accounting, and financing strategies. He specializes in advising closely held, multi-generational businesses and supports private equity transactions through Entrepreneurship Through Acquisition (ETA).

With a career spanning banking, entrepreneurship, and operational leadership in lower-middle-market companies, Gallson offers clients a grounded, strategic perspective. At CTBK, he is a driving force behind innovation and serves on the firm’s Leadership Team, mentoring emerging leaders and contributing to the firm’s long-term vision.

A graduate of Canisius College, Gallson is committed to continuous learning and staying ahead of business and technology trends.

Valerie Kaufman, CPA, SHRM-SCP

Kaufman, CTBK’s Chief People Officer, has played a key role in transforming the firm’s talent strategy. Since joining CTBK in 2012 as an Audit Senior, she has advanced through leadership roles, including Audit Manager and Director of Talent Management, before stepping into her current role in 2022.

She now oversees all aspects of People Operations, including Recruiting, Mentoring, Learning and Development, and Performance Management. Kaufman’s leadership ensures the firm’s talent initiatives align with business objectives while creating a culture of growth and engagement.

A graduate of Valparaiso University, Kaufman continues to champion a supportive and collaborative workplace.

Gallson and Kaufman’s promotions mark a significant step in CTBK’s evolution, reinforcing its dedication to forward-thinking leadership and its investment in both people and performance.

Until next time…

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CTBK Welcomes New Partners for 2025: Gregg Gallson and Valerie Kaufman

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