PRESENT POSITION: Rose R. Moroz is a Senior Valuation Consultant in the Philadelphia area office of Klaris, Thomson & Schroeder, Inc.

Professional Affiliations:  Miss Moroz is a member of the Philadelphia Estate Planning Council (PEPC) and The CFA Institute. She is an Accredited Senior Appraiser (ASA) in business valuation awarded by the American Society of Appraisers.  She is also a past president of the Southern New Jersey Chapter of the ASA and has held the position of chapter secretary for the past five years.

Experience: Actively engaged in the appraisal and consulting profession since 1989, her experience encompasses a wide range of business and intangible asset valuations for a variety of purposes including SBA valuations. She has prepared appraisals of closely held companies (S-Corp, C-Corp, LLC’s, Partnerships, ESOPs) on both controlling and minority interest basis, for gift and estate tax planning, buy/sell agreements, corporate planning and income tax purposes.  She has also focused on the valuation of intangible assets for financial reporting purposes relative to ASC 805–Business Combinations and ASC 350-Goodwill Impairment. In conjunction with purchase price allocation requirements, she has valued trademarks, trade names, patents, customer relationships, order backlog, assembled workforce, covenants not to compete, computer software, inventory and other intangible assets. 

Employment: Prior to joining Klaris, Thomson & Schroeder, Inc., Ms. Moroz held senior level positions with various firms including two public accounting firms, two regional CPA/valuation firms and a small boutique company. She was also a founding member of Allegiant Valuations Company. 

Education: Rose holds a B.S. degree in Business Administration and Management from the Philadelphia College of Textiles & Science and an M.B.A. in Finance from Philadelphia University.