Carli Lehr

Carli Lehr is a CPA in public practice with RLH CPAs & Business Advisors. She specializes within the firm's Business Valuation and Consulting (BV&C) practice. Carli is a Certified Valuation Analyst, providing business valuation services related to:

Exit Planning

Estate, Gift and Income Planning and Compliance

Business Sale or Purchase

Divorce

Shareholder Disputes

Carli also performs the following services:

Business Development Services

Controller and CFO Services

Financing Assistance

Forecasts and Projections

Carli started her career in public accounting as a general practitioner, gaining valuable experience in all aspects of public accounting – business valuation and consulting, tax, and auditing and accounting. She then transitioned to the firm’s Tax practice where she gained more in-depth knowledge working with the firm’s business clients and their owners, serving all of their income and estate tax planning and compliance needs. Finally, as a member of the firm’s BV&C practice, Carli is able to use the technical knowledge she has learned as well as the real-world experience of helping the firm’s largest clients to achieve their business goals. Carli’s tax and audit and accounting experience taught her how to evaluate a business’s past performance. Within the BV&C practice, she now looks to the future performance of her clients’ businesses. She looks at what can be achieved, not only what has been achieved.

Carli's early general experience and her more extensive experience with the firm's Tax practice give her a unique advantage within the BV&C practice. She is able not only to value her clients' businesses, but also to provide them with ongoing support and recommendations for how they can increase the value of their businesses in order to transition or sell them to the next generation, employees, or outsiders companies. Her prior income and estate tax experience allows her to help her clients understand and minimize the income and estate tax consequences of each movement. With Carli’s assistance, business owners can maximize the value of their businesses, retire in comfort, and leave the legacy of their family-owned business to continue through the next generation.