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Transaction Advisory Services - Preparing for Sale

How KLR Helped a SaaS Founder Prepare for a Strategic Sale
Employee Benefit Plan Audits - First Time Audit

Software Company Achieves a Clean Report and Improved Controls with KLR’s EBP Audit Team
International Tax - Cross Border Tax Planning

How KLR Helped a Couple in Switzerland Reduce Their U.S. Taxes and Plan for Their Future
SALT - Nexus Studies

Manufacturing Company Uses KLR SALT Services to Save Over $400K in Penalties and Generate Tax Savings
Executive Search - Leading Change

Placing a Transformational CEO for a Regional Bank
Executive Search - Elevating Leadership

Transforming Finance Leadership for a PE-Backed Portfolio Company
SOC - Securing Client Trust

Building Client Trust and Unlocking Growth with a SOC 2 Audit
Cost Segregation Studies

Manufacturing Company Unlocks $960K in First-Year Tax Savings through Cost Segregation
R&D Payroll Tax Credits

How KLR Helped a Biotech Startup Unlock $20k of Missed Payroll Savings
R&D Tax Credit Study

SaaS Company Secures 6-Figure Federal and State Tax Credit Saving
CFO Advisory + Outsourcing – Streamlining Financial Operations

Environmental Pools experiences a 20% increase in profits ($20 million to $24 million) after working with KLR CFO Advisory + Outsourcing
CFO Advisory + Outsourcing – Boosting Profitability

Construction Company Increases EBITDA 100% in One Year to Secure $30M Sale to Private Equity
CFO Advisory + Outsourcing - Preparing Business for Sale

KLR CFO Advisory + Outsourcing Prepares HVAC Construction Company for Sale
Tax Strategies

Family-Owned Business Willow Tree Navigates Tax Strategies, Operational Efficiency and Succession Planning