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SVA’s Welsh Presents Seminar on Succession Planning

Theran Welsh, CPA, Principal with SVA Certified Public Accountants, presents a seminar for the Milwaukee Chapter of the Construction Financial Management Association (CFMA) on March 23, 2017. The title of the seminar is Transitional Issues in Mergers and Acquisitions and the goal is to educate on various factors that come into play from both a financial and personal level on how to make a transition work. 

During the presentation, Theran will address topics such as buy-sell agreements (for acquisition as well as disability) and different ways to make a smooth ownership transition without impacting key credit relationships.  Further items for discussion are valuation (different ways to look at valuing a company – book, earning multiples, etc.), debt (initial downstroke and payment terms), and employee retention during transition (key people as well as key principals).


About
Theran Welsh

Theran is a Principal with SVA Certified Public Accountants, S.C. and leads the Construction Services group. During his tenure, he has helped to develop SVA’s cost segregation, condo reserve study and construction contract compliance analysis services.

Theran has 30 years of experience advising construction CEO’s. He helps construction companies select choice of entity to reduce tax liability, set business strategy while developing initiatives for contractors to increase shareholder value. By utilizing the team approach to client service, contractor clients have access to the depth of resources available at SVA.

Utilizing his industry expertise, Theran also assists construction clients in analyzing overhead recovery methods, identifying areas of tax exposure and searching out specific opportunities for tax savings. All these efforts have resulted in substantial profit improvements for contractors.

 

About the Construction Financial Management Association (CFMA)

The Construction Financial Management Association (CFMA) is the voice of financial management in the construction industry and the only non-profit organization dedicated to serving the construction financial professional. Established in 1981, CFMA now boasts more than 7,600 members in 94 chapters across the U.S. and Canada.  CFMA is the communications leader and premier source of education and information about those aspects of financial management unique to the construction industry.

CFMA meets the needs of a broad spectrum of financial managers -- CFOs, treasurers, controllers, accountants. CFMA’s General Membership represents all types of contractors, including generals and subcontractors, as well as developers, construction managers, architects, engineers and principles. Associate Membership is open to those serving the construction industry, such as lawyers, public accountants, bankers, sureties, insurance agents and carriers, material and equipment suppliers and other service providers.

ABOUT SVA CERTIFIED PUBLIC ACCOUNTANTS

Since our inception in 1974, we have focused on developing long-standing business relationships. As our clients’ businesses and personal interests have grown, we have increased our service offerings to meet their expanding needs.

Now over 40 years later, SVA and its affiliates are recognized leaders offering a wide range of professional services including audit and accounting, tax, business information technologies, wealth management, trust and estate administration services.

The cornerstone of SVA will always remain the same, providing service and value to help our clients achieve measurable results, while exceeding their expectations. SVA is not only dedicated to the clients we serve, we are dedicated to the communities we serve, maintaining a long tradition of involvement and support.

SVA is headquartered in Madison, Wisconsin, employs over 300 staff, and has additional offices in Milwaukee and Appleton, Wisconsin and Rockford, Illinois.

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