Carl Erik Koehler: Auditor, tax consultant – business valuation, valuation of professional practices, management consultancy, consulting, corporate finance
Name | Carl Erik Koehler (Dipl. Kfm.) | |
| Auditor, tax consultant, | |
| Partner as defined by the Partner Companies Act (PartGG) | |
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Year of birth | 1957 | |
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Professional career: |
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1978-1983 | Studied business administration in Cologne |
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1983-1987 | Worked in a medium-sized auditing and tax consultancy firm in Bergisch Gladbach |
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1987 | Appointed as a certified tax consultant | |
1988-1992 | Audit manager at Bachem Fervers Janssen Mehrhoff GmbH in Cologne – a firm of auditors, tax consultants and lawyers | |
1990 | Appointed as a certified auditor | |
1992 | Established his own practice in Bensberg | |
1994 | Established KONLUS | |
2006-2007 | Further training at IACVA Germany to become a | |
| business valuation specialist | |
2007 | Appointed as a certified valuation analyst (CVA) | |
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Main areas of expertise:
Tax and value-oriented consultancy for medium-sized companies and entrepreneurial families
- Business valuation and valuation of professional practices
- Developing business concepts and preparing business plans
- Drawing up integrated financial plans
- Consultancy with regard to the purchase and sale of companies
- Strategic consultancy when a company is in crisis or undergoing restructuring
- Finance consultancy
- Company formation and expansion
- Tax structuring consultancy for non-profit institutions (associations, non-profit PLCs and foundations)
Publications:
- "Company succession – opportunities and risks" ("Unternehmensnachfolge – Chancen und Risiken"), "GmbH-Beratung kompakt" newsletter, issue 07/08, Federal Gazette publishing house (Bundesanzeiger Verlag)
- "Business valuation for (inheritance) tax purposes" ("Unternehmensbewertung aus (erbschaft-)steuerlichen Anlässen"), "GmbH-Beratung kompakt" newsletter, issue 04/08, Federal Gazette publishing house (Bundesanzeiger Verlag)
- "Managerial salary or profit distribution?" ("Leitungsvergütung oder Gewinnausschüttung?"), "GmbH-Beratung kompakt" newsletter, issue 02/08, Federal Gazette publishing house (Bundesanzeiger Verlag)
- "Spoilt for choice – preferential tax treatment for retained profits" ("Die Qual der Wahl – Thesaurierungsbegünstigung"), "GmbH-Beratung kompakt" newsletter, issue 01/08, Federal Gazette publishing house (Bundesanzeiger Verlag)
- "Tax reforms set their sights on corporate values" (Steuerreformen nehmen die Unternehmenswerte ins Visier); Topic: "Financial Partners for Medium-Sized Companies in Cologne" ("Finanzpartner für den Mittelstand in Köln"), a supplement published by UPE-Verlag, 12/07, Carl Erik Koehler, auditor, tax consultant
- "Exercise caution with static compensation clauses – recovery if deemed null and void" ("Vorsicht bei statischen Abfingungsklauseln- Heilung bei Nichtigkeit"); "Legal and Tax Tips" ("Rechts- und Steuertipps"), a supplement published by UPE-Verlag 04/07, Carl Erik Koehler, auditor/tax consultant
- "Financial reporting and auditing of accounts for foundations" ("Rechnungslegung und Prüfung von Stiftungen"); Topic: "Foundations in Cologne" ("Stiftungen in Köln"), a supplement published by UPE-Verlag, Carl Erik Koehler, auditor/tax consultant
Speeches on the following topics:
- Valuation of business partnerships
"Preserving and defending values" ("Werte erhalten und verteidigen"), 3rd Annual Conference of IACVA Germany
10/09 Offenbach "Reform of inheritance tax and the valuation law" ("Reform der Erbschaftsteuer und des Bewertungsgesetzes")
Economic Forum hosted by Rheinisch-Bergische Wirtschaftsförderungsgesellschaft mbH
04/08, Bergisch Gladbach, Cologne- "Partner income – the basics" ("1 x 1 des Partnereinkommens"), AWUS LEADERSHIP colloquium, 09/2013, Bergisch Gladbach
