Klaus Jürgens

Certified Tax Advisor, CVA, Director, Financial Services

Executive summary

dvising companies and stakeholders, in particular clients from the financial sector (asset managers, banks, building societies, leasing companies, insurance companies, etc.)
Business valuation in accordance with IDW S1 (objective business values, plausibility-checked decision values, arbitration values, value calculations) for all valuation purposes (e.g. in M&A transactions, for company law and tax purposes, for accounting requirements under the German Commercial Code (HGB) and International Financial Reporting Standards (IFRS), etc.)
Preparation of fairness opinions in accordance with IDW S8 for public and listed companies
Determination of cost of capital, multiple-based valuations, (loan) portfolio valuations, investment valuations and goodwill impairment tests
Expert witness services in the determination of company values in civil proceedings and in arbitration proceedings
Reasonableness assessments in relation to structural measures under company law or the law governing conversions (squeeze-out, corporate agreements)
Audit or investigation of the fair value of contributions in kind in connection with capital increases or incorporation audits in accordance with the German Stock Corporation Act (AktG), the German Limited Liability Companies Act (GmbHG) or the German Conversion Act (UmwG)
Purchase price allocations (IFRS 13), valuations in accordance with IDW S5 and
Business case analyses to identify strategic options, particularly in the context of transaction support

Member of the Düsseldorf Chamber of Tax Advisers
Member of EACVA e.V. and NACVA
Co-author of specialist articles on valuation (covering empirical analyses, capital market data and implied market risk premiums)
In addition to many years’ experience as a consultant, also has many years’ professional experience in banking and an international insurance group