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SVA’s Gralapp and O’Brien Present for NARI Madison

SVA professionals Nicole Gralapp, CPA and Tim O’Brien, MBA, CFA will present a business transition planning seminar for NARI Madison on October 15, 2018. The seminar, titled Leaving Your Business is Inevitable. Plan Ahead to Avoid Potential Pitfalls, will discuss preparing for buyer and seller setbacks, avoiding potential pitfalls, getting the maximum value, and real life scenarios that could have been avoided.   

Nicole is a Principal at SVA Certified Public Accountants, S.C. She provides clients with technical expertise in areas such as tax planning, financial reporting, financial projections, budgeting, financial and estate planning and review of internal controls. Nicole leads SVA’s exit planning business strategy using the BEI Seven Step™ Exit Planning Process.

Tim is a Principal and Director of Research for SVA Plumb Wealth Management, LLC. He provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. He develops strategies to preserve assets, plan for retirement, and fund education. He also develops strategies to manage risk and coordinate investments with estate planning needs.

For more information, visit https://business.narimadison.org/events/details/general-membership-meeting-535.

 

About NARI

The National Association of the Remodeling Industry, or NARI, is the medium for business development, a platform for advocacy and the principal source for industry intelligence. NARI connects homeowners with its professional members and provides tips and tricks so that the consumer has a positive remodeling experience.

NARI is an organization of high-quality remodeling professionals. Its members are committed to integrity, high standards, professional education, ethics and market recognition.

 

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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