Financial Services

KLB Associates works on a project-by-project basis or a long-term retainer basis. Fees vary depending on the scope of the project. The initial consultation is complimentary, and then Mr. Baroff will determine if his services are the right fit for the client.

Areas of Expertise:

  • Business Plan Development
    Developing a plan for your business is imperative to achieve success. Starting from the beginning, ICA will help you recognize what your specific business goals are:

    • who your target audience or market may be
    • how you plan to get your message across
    • what type of marketing & advertising will be most effective
    • evaluating all you have set out to accomplish

By having a clear and coherent focus, your company will avoid distractions and be able to reach the company’s overall goal.

  • Assisting with Financial Institutes (Banks and SBA)
    Having worked with many financial institutions over the past 35 years, KLB has the expertise to leverage his relationships with various banks and SBA lenders. It is important to understand the significance of knowing how to structure and a financing deal that is suitable for a business.


  • Creating strategies for failing businesses
    For failing businesses, KLB tackles the central problem and recognizes the warning signs. By doing this, we help you realize previous flaws in order to prevent these mistakes from happening in the future. Our consulting team, knowledgeable in finance and economics, will detect where a potential issue commenced. KLB will re-focus your original business goal and assist you with a revised plan that will allow your company to achieve success.


  • Assessing Financial Reports and All Companies Internal Climate
    After majoring in finance and thoroughly incorporating accounting practices over many years of owning businesses, KLB is able to assess all types of financial reports of businesses and help determine ways to cut expenses, increase margins and gain more revenue.


  • Strategic Planning for Businesses
    Strategic Planning is essential in business. Looking at your company’s strengths, weaknesses, opportunities and threats will allow KLB to develop a plan to help improve your original business goals, with a competitive drive to help your company succeed.


  • Business Re-Organization
    By focusing on current issues with your business, KLB analyzes your existing economic and financial situation. Whether it is focusing on the monetary aspect or re-establishing your main goal or target audience, KLB will assist you in going back to basics in order for your business to thrive again.


  • Assisting with Exit Strategies or the Sale of a Business
    Trying to sell your business is a very personal decision, and it is important to retain the services of an outside firm to evaluate the financial condition of your company. With many years of experience in valuing businesses, KLB is able to provide a strong price for selling your company.


  • Business Brokering- Buying or Selling a Business
  • KLB Associates  and its team can assist you with the sale of your business. We offer very competitive commission fees and we have expertise in valuing businesses

    We also work with other business brokers if you are interested in purchasing a new business or starting one up yourself.

KLB can also assist ownership if they decide to liquidate or close the business as well.