Carl Steffen

WSRP, LLC

Carl Steffen joined WSRP, LLC, in January 2003.  He specializes in business valuations associated with the purchase/sale of businesses, mergers and acquisitions, estate and gift taxes, employee stock ownership plans (ESOPs), and litigation support.  His past experience includes providing tax compliance, planning, and research (federal/multi-state/foreign) for individuals and businesses.

A licensed CPA in Utah and California, Mr. Steffen earned an MBA from the University of California, Berkeley, and a MS in taxation from Golden Gate University, San Francisco.  He has been named an Accredited Senior Appraiser (ASA) through the American Society of Appraisers, and a Certified Business Appraiser™ (CBA™) through the Institute of Business Appraisers™ (IBA™).  Mr. Steffen is also accredited as a Certified Valuation Analyst® (CVA®) through the National Association of Certified Valuators and Analysts™ (NACVA®) and is Accredited in Business Valuation (ABV) through the American Institute of Certified Public Accountants® (AICPA®).  Further, he has also received the Accredited in Business Appraisal Review™ (ABAR™) designation from the IBA, and is Certified in Financial Forensics (CFF®) through the AICPA.

Mr. Steffen was honored as Outstanding Member of NACVA in 2001.  He is a former president of the Utah State Chapter of NACVA and is a former member of its Valuation Credentialing Board.  Mr. Steffen is the current Chair of NACVA’s Standards Board as well as a member of other professional organizations.  He has made numerous presentations on business valuation before professional organizations.