Kelly Butz serves as the Controller at TREP Advisors, bringing over 20 years of experience from running and growing a small business. With a Bachelor of Arts in Communications, her practical expertise is a cornerstone of her role at TREP. Kelly’s career path includes serving as a CFO for two decades, where she managed operations across various industries like HVAC, Lawn Care, Plumbing, and business services. This background allows her to provide unique insights, particularly to clients navigating the complexities of selling their businesses. She sold a company that had grown from $150K to $27M in revenue before its sale in 2021.
Her strongest skills in M&A include efficiency, productivity, and a systematic approach to due diligence, which she handles directly for clients, acting as a vital liaison between buyers and sellers. Kelly’s approach to client relationships is grounded in empathy, having experienced the M&A process firsthand; she focuses on listening, coaching, and encouraging clients to navigate transactions successfully. Outside of work, Kelly maintains balance through boating, cooking, and engaging in mission work through her church, reflecting her commitment to serving others, a passion also evident in her professional life. She has facilitated swift deal closures, like a buy-side transaction completed in under 90 days, showcasing her ability to manage and streamline the due diligence process effectively.
