Carli D. Lehr CPA, CVA, CSEP
Carli started her career with RLH as an intern in 2004 and was promoted to Partner in 2017. She gained experience working within the Firm’s Assurance and Tax Planning & Compliance groups before transitioning to the Firm’s Business Consulting and Business Accounting & Finance practices, of which she is the Team Leader. As part of these practice groups, Carli helps her clients with outsourced CFO and Controller services, valuations of closely held businesses, business exit planning, and general business advisory services. Her early experience in the audit and tax realms gave her a broad background that has been valuable when focusing on the specialty areas she currently serves.
As a part-time CFO/Controller for her clients, Carli assists them with projects such as month end closing and adjustments, financial statement analysis, KPI and dashboard generation and monitoring, budgeting, multi-year projections, assistance with obtaining financing and monitoring of related covenants, implementation of new accounting software, and financial presentations to management and/or boards of directors.
As a Certified Valuation Analyst, Carli values interests in closely held businesses for purposes such as exit, succession, and estate planning; assisting with a business sale or purchase; gift and estate tax planning and compliance; helping a business owner or a spouse through a divorce; and assisting with disputes between owners. Performing business valuations requires her to learn about every aspect of a client’s business. As a result, she is in a unique position to further help those companies and their owners to implement changes that can build and maintain the value of their businesses.
Additionally, Carli works with business owners and their attorneys, accountants, bankers, financial planners, and other business advisers to generate and implement exit, succession, and estate plans, which help business owners to maximize profits and value, and to sell or otherwise transition their business to the next generation or group of owners.
In recent years, Carli has also led the firm’s marketing efforts, including the firm’s rebranding in 2015.
Carli has always been one to wonder “how do they do or make that” and working with her clients on the above projects allows her to really learn about the operations of her clients’ businesses and understand how their companies work. She enjoys developing relationships with her clients and helping them to sustain and build their businesses that contribute to a strong local economy.
Carli lives in New Oxford, PA with her husband, son, and daughter. When not in the office, Carli can be found coaching her kids’ basketball and soccer teams or watching the Cleveland Cavs, Indians, or Browns.
Certifications and Education
Professional Memberships, Community Involvement, and Honors