YOUR TRUSTED PARTNER IN SMALL BUSINESS VALUATION AND TAX REPORTING
A Certified Business Valuation Analyst and Experienced Tax Pro to Take You from Overwhelmed to In-Control
Motivated by her experience and specific expertise, Jennifer dedicated her career to bridging this gap and helping clients navigate their financial landscapes with confidence.
Jennifer Dann founded King Palm Business Services to provide confidential, reliable, and affordable valuation and niche tax services. After working with clients using Rollover Business Start-Up (ROBS) solutions, she noticed that small business owners were struggling to find cost-effective, dependable valuation services. She also discovered that her clients needed help filing required forms for their self-directed retirement accounts.
With over eight years of experience in the self-directed retirement space, a graduate certificate in business valuation, and soon-to-be Certified Valuation Analyst (CVA) credential, Jennifer Dann brings a wealth of knowledge and expertise to her clients. She takes great joy in helping people correct past mistakes and educating them on their financial obligations. Jennifer’s pursuit of a CVA credential reflects her dedication to broadening her horizons and helping more people.
our mission is....
To take the guesswork out of small business valuations and tax reporting for self-directed retirement account holders so they can focus on what matters most.
Our Business is Driven By Our Core Values
Integrity: King Palm upholds the highest ethical standards.
Trust: Your information will remain safe and confidential.
Accuracy: We focus on every single detail, so we can provide precise and reliable results.
Transparency: Our goal is to keep you informed every step of the way.
Innovation: We’re always looking for new approaches and technologies to enhance service and add value.
Professionalism: Striving for excellence in everything we do is a top priority.
Accountability: We take responsibility for our commitments, delivering on promises and ensuring accountability at all levels.
Ready to tackle your financial needs with confidence and peace of mind?
