The experience of KEB professionals as financial advisors and business consultants provides the right blend of expertise and knowledge to support you in all of your efforts to enhance your wealth and maximize the profitability of your business.
KEB Asset Management LLC, a KEB affiliate, serves as a registered investment advisor to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. If you invest through KEB Asset Management, you gain access to high quality institutional funds formulated by those who are respected leaders in structuring specialized investment funds for institutional investors. We receive no commissions to buy and sell assets. We receive only an annual fee for services based on total portfolio value, ensuring that the interests of KEB Asset Management are aligned with yours – to increase the value of your portfolio.
KEB’s Certified Valuation Analysts are professionals with unique skills in providing business and intangible asset valuation. They can prepare valuation studies to ensure that individuals or closely held businesses get the best price for the sale of a business, and they can establish the fair value of your business when your property is involved in settlement of litigation. Local attorneys as well as our clients turn to KEB for fair and accurate business valuation services.
In addition to these specialty areas, KEB has a broad array of financial consulting assistance available to individuals and businesses, tailored to meet your specific needs. These services include:
- assistance in securing financing to support expansion or to restructure debt,
- preparation of cash flow projections,
- business office reviews and business improvement planning,
- financial guidance if your company is experiencing or considering an ownership transfer, a merger or an acquisition, or
- assistance in estate and gift tax planning.