Carl Steffen joined WSRP in January 2003 and is currently a Valuation Director. Carl specializes in business valuations associated with the purchase/sale of a business, mergers or 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.
He was honored as an Outstanding Member of the NACVA in 2001. He is a former President of the Utah State Chapter of the NACVA and is a former member of its Valuation Credentialing Board. Carl was the first Chair of the NACVA Standards Board, and he currently is a member of this Board, as well as a member of other professional organizations. He has made numerous presentations on business valuation before professional organizations.
Current role