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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) 

 

 

Year of birth

1957

 

 

Professional career:  

 

1978-1983

Studied business administration in Cologne 

 

1983-1987

Worked in a medium-sized auditing and tax consultancy firm in Bergisch Gladbach 

 

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) 

 

 

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 

 

 






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Bensberg:

Schloss-Straße 20
51429 Bergisch Gladbach
Tel.: +49 (0) 22 04 / 9 50 81 00
Fax: +49 (0) 22 04 / 9 50 81 10

Service Hotline

+49 2204 9 50 81 00

Cologne:

Im Mediapark 5a
50670 Köln
Tel.: +49 (0) 221 / 95 26 81 - 170
Fax: +49 (0) 221 / 95 26 81 - 113

Berlin:

Kurfürstendamm 182
10707 Berlin
Tel.: +49 (0) 30 / 88 62 54 - 94
Fax: +49 (0) 30 / 88 62 73 - 98

Auditor tax consultant Carl Erik Koehler: business valuation practice valuation certified valuation analyst (CVA)