SVA Professionals Present at Family & Closely Held Business Summit

SVA Certified Public Accountants’ Principals Joel Nettesheim and Nancy Mehlberg present at the BizTimes Family & Closely Held Business Summit on July 12, 2017 at Potawatomi Hotel & Casino in Milwaukee, WI. 

SVA is a proud sponsor of the 3rd annual Family & Closely Held Business Summit. The summit offers business owners and local leaders the opportunity to hear from keynote speaker Tom Deans, an expert on family business dynamics. This is followed by the featured family business presentation by R&R Insurance, the largest independent and family-owned agency in the Midwest.

Attendees will also have the opportunity to attend four of the nearly twenty roundtables that are designed for small group interaction hosted by experts in their fields. Joel and Nancy are two of the experts hosting these roundtables.  Joel’s roundtable is titled “Rewarding Your Key Management: Bonus Plans” where he will discuss motivating managers to help the company achieve its strategic goals as well as how to attract strong leaders and encourage company loyalty. Nancy will host a roundtable on “Value Determination and Improvement Strategies” and she will discuss the ways to identify and understand hidden weaknesses in a business along with how to strengthen the company, preparing for growth and how to maximize long-term value.

To register for this event, visit www.biztimes.com/family.


About the Presenters

Joel Nettesheim, CPA, CVB, PFS

Joel is a principal at SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. Joel helps clients improve their company profitability and protects their interests by clearly understanding their future goals. He provides clients with technical expertise in valuations, financial reporting, and individual and corporate taxation. He also assists business owners in negotiating and implementing business agreements, estate planning, succession planning, exit planning, value analysis and improvement, and the ultimate purchase and/or sale of their company. He works with clients on creating business value through strategic planning including defining missions, setting long- and short- term goals, defining marketing programs and implementing programs, to enhance growth. Joel has assisted numerous companies through merger, sale, acquisition and capital fundraising transactions.


Nancy Mehlberg, CVB

Nancy is a Principal with SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. She helps clients improve their company profitability and protects their interests by clearly understanding their future goals. She works closely and proactively with clients with an emphasis in business and income tax planning and financial reporting.

Nancy is an Intacct Certified Accounting Specialist and a Certified Value Builder™ (CVB). Her expertise with the Value Builder System™ helps businesses develop a strategy to improve the value of their company. Using SVA’s Path to Financial Independence, a proven methodology to create a thriving business, Nancy works one-on-one with her clients to help them analyze their ongoing performance against key drivers.


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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