Ian Kelly-Thomas Founder & CEO

Our Founder & CEO

Ian Kelly-Thomas is the CEO of IKT Holdings, Inc.  His mission is to provide business valuations to business owners highlighting aspects of their business that encourage strategic buyers to pay above fair market value.


Ian began his career working for international law firm Baker McKenzie in Silicon Valley. Seventeen years ago he transitioned to the financial services industry holding positions in the regulatory, compliance, and risk management functions for publicly traded brokerage firms like LPL Financial (LPLA) headquartered in San Diego, California. Over the past ten years he has held roles leading consulting teams involved in: private and mid-market business valuation; mergers and acquisitions; m&a deal financing; partnership dissolution mediation; corporate reorganization and turn around management; start-up consulting, and start-up founding.


In 2019 he founded IKT Holdings, Inc. to provide business valuation and m&a advisory services to business owners seeking to sell their business. Since its founding IKT Holdings, Inc. has added capabilities including becoming registered in California as an investment advisory firm (CRD 316459) enabling the firm to provide investment advice and estate planning services that serve business owners by enhancing tax mitigation when constructing deal terms for the sale of their business.


Ian attended the University of California at Berkeley ('02) where he served as co-captain of the Men's Gymnastics Team; Golden Gate University School of Law; and the Eli Broad School of Business. He holds the Accredited Investment Fiduciary (AIF®) and Certified Fraud Examiner (CFE) designations.

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It's Not About Us

It's About You

You may be here because you have an ownership interest in a business and desire to dispose of it immediately or in the future.  If you remember one thing after leaving our site remember that we can help you increase the value from the sale of your interest.


Our firms unique combination of experience in the areas of Law, Financial Planning, and Business Development set us apart from other Consultants for both Management Consulting and Exit Planning.


We believe a well planned exit from a high performing business creates a greater sense of fulfillment for the individual than an unplanned exit and produces greater proceeds to enhance future ventures and legacy endeavors.

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Our Valuation Process

A simple process for your complex environment

Discovery, Analysis, Reporting

Discovery

We interview you to help understand your goals. Raising capital? Seeking to reduce borrowing costs? Planning on issuing equity?

Analysis

We use industry knowledge, peer data, and tools to perform statistical analyses to obtain insight.

Reporting

We create reports that you can use to illustrate the state of your business relative to competitors and industry norms to lenders, insurers, and prospective investors.

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What Our Clients Appreciate Most About Us

  • Multi-Disciplinary Experience

  • Actionable Right Sized Advice

  • ​Strategic & Tactical Perspective

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Industries

Private Medical Practices

Dermatology Practices

Medical Device Manufacturing

Venture Stage IT

Start-Up IT

Banking

Financial Advisors

Specialty Lending

Privately Held Companies

3000+

Engagements

18+

Years Experience





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