Business Details
33 Years
experience
Expert Business Valuation & Consulting Services Nationwide
Klaris Thomson & Schroeder has been a trusted leader in business valuation and financial consulting since its founding in 1993. Our firm combines over 100 years of collective experience from our three founders to deliver high-quality, cost-effective services tailored to the unique needs of each client. Specializing in business valuations, litigation support, and expert testimony, we serve a diverse range of industries across the United States and internationally.Our commitment to integrity and adherence to the highest appraisal standards ensures reliable, well-supported reports that meet rigorous regulatory and legal scrutiny. With a nationwide network of credentialed professionals, we provide localized expertise backed by decades of technical proficiency in taxation, transactional compliance, and regulatory matters.
Services
Business Valuation
SBA Business Valuation
Litigation Support
ESOP Valuation
Estate Tax Valuation
Details
- Year established: 1993
Highlights and features
- Over 100 years of combined experience in business valuation
- Nationwide service with local expertise in key markets
- Accredited professionals with ASA, CFA, and CPA designations
- Proven track record in tax court and litigation support
- Fast turnaround times for SBA-compliant valuations
What people say
High quality reports
Timely work
Responsive team
IRS-compliant valuations
Proven courtroom expertise
Services
Business Valuation
Our business valuation experts analyze companies across industries for mergers, acquisitions, and regulatory compliance. We deliver defensible valuations for publicly traded and closely-held businesses, including fractional interests in partnerships and LLCs. Our reports meet IRS and SBA requirements while addressing unique business circumstances.
SBA Business Valuation
We specialize in SBA-compliant valuations for 7(a) and 504 financing programs. Our accredited appraisers deliver fast turnaround times (7-9 business days standard) with proven acceptance by the Small Business Administration. Services include restaurant, healthcare, and manufacturing business valuations.
Litigation Support
Our team provides expert witness testimony in business valuation disputes, family law cases, and tax controversies. We've supported clients in landmark cases including the Davis Tax Court Case and Wall Street Journal damages litigation with clear, defensible analyses.
ESOP Valuation
We conduct independent ESOP valuations for plan formation, annual updates, and termination fairness opinions. Our team works with The ESOP Association and NCEO to ensure compliance with DOL and IRS requirements for employee stock ownership programs.
Estate Tax Valuation
We perform estate and gift tax valuations for closely-held businesses, including discount analyses for lack of control and marketability. Our reports have successfully withstood IRS audits in multiple high-profile cases involving partnership interests and professional practices.
People
John A. Thomson
President
ASA and MAI accredited appraiser with 30+ years of experience in business valuation and real estate appraisal. Co-founder of KTS with expertise in litigation support and tax court testimony.
Gary L. Schroeder
Vice President
ASA accredited valuation expert specializing in SBA business appraisals and machinery/equipment valuations. Co-founder with extensive experience in financial statement reporting valuations.
Brad J. Bollinger
Senior Appraiser
BS and ASA accredited professional with expertise in business valuations for mergers and acquisitions. Leads Midwest region operations from Waterloo, Illinois.
Questions
What business valuation services do you offer?
We provide business valuations for mergers, acquisitions, ESOPs, estate taxes, litigation, and SBA financing across all industries.
How experienced is your team?
Our professionals hold ASA, CFA, and CPA credentials with combined experience dating to 1993, including landmark tax court cases.
What industries do you specialize in?
We work across all sectors including healthcare, manufacturing, retail, and professional services for both public and private companies.
How quickly can you complete a valuation?
Standard SBA valuations delivered in 7-9 business days, rush services available in 3-5 days with no quality compromise.
Do you handle complex tax disputes?
Yes, we've successfully defended valuations in IRS audits and tax court cases like U.S. v. Tanneblatt and Davis Case.
