icon-search

Joel Nettesheim CPA, CVB, PFS

(262) 923-5150   
Brookfield
professionals-icon PROFESSIONALS

ON THE JOB

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 works closely and proactively with clients with an emphasis in business and income tax planning. This approach results in better management of their business and personal assets to help them reach their life goals.

Joel 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.

Joel has over 35+ years of consulting experience and is a six-year recipient of the Five Star Investment Professional Award*. Joel was also recognized with the 2014 WICPA Public Service Award, as well as the 2015 Five Star Certified Public Accountant Award.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,461 Milwaukee area wealth managers were considered for the award; 220 (15 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who received the award, may vary from year to year.) These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.

Education

  • University of Wisconsin - Milwaukee - Bachelor of Business

Credentials

  • Certified Public Accountant (CPA)
  • Certified Value Builder ™ (CVB)
  • Personal Financial Specialist (PFS)
  • Registered Investment Advisor (RIA)

Speaking Experience

  • Milwaukee Bar Association
  • Biz Starts
  • Action Coach
  • Biz Times
  • Succession Planning Advisors of Wisconsin
  • Diversified Insurance Seminar Series
  • Council of Small Business Executives (COSBE)
  • Sunbelt Business Bankers Seminar Series
  • Metropolitan Builders Association (MBA)
  • Brookfield Chamber of Commerce
  • Milwaukee Entrepreneurs & Investors Forum
  • Wisconsin Succession Planning Group Seminar Series

Professional Memberships/Affiliations/Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Estate Counselors Forum
  • Midwest Business Brokers & Intermediaries (MBBI)
  • Wisconsin Succession Planning Group
  • Council of Small Business Executives

Civic/Community Involvement

  • 1st Stage Children’s Theater - Board Advisor
  • Caritas for Children - Board of Directors - Treasurer
  • Brookfield Academy School - Board of Directors
  • Sharp Literacy Inc. - Board of Directors - Treasurer
  • MBBI - Board of Directors - Treasurer
  • Milwaukee Youth Arts Center - Board of Directors - Treasurer

Personal

Joel enjoys spending his free time in the northwoods of Wisconsin, soaking up the Florida sunshine, or hitting the local golf courses.

SPEAKER SOURCE

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 works closely and proactively with clients with an emphasis in business and income tax planning. This approach results in better management of their business and personal assets to help them reach their life goals. Joel is a Certified Value Builder™ (CVB). His expertise with the Value Builder System™ helps businesses develop a strategy to improve the value of their company.

The following is a partial list of the topics Joel covers:

  • Building Company Value Using The Value Builder System™
    • Discover how to uncover your company’s hidden assets
    • Gain insights on your company’s silent killers
    • Understanding where to focus to improve value
  • Management Compensation Models
    • Using compensation models to drive growth
    • Rewarding achievement
    • Bonuses based on KPIs

Joel has spoken to audiences at:

  • Milwaukee Bar Association
  • Biz Times Family and Closely Held Business Summit
  • BizStarts Milwaukee
  • Succession Planning Advisors of Wisconsin
  • Business Growth Advisors
  • Diversified Insurance Seminar Series
  • Council of Small Business Executives (COSBE)
  • Sunbelt Business Bankers Seminar Series
  • Metropolitan Builders Association (MBA)
  • Brookfield Chamber of Commerce
  • Various financial institutions
  • Milwaukee Entrepreneurs and Investors Forum
  • SVA Plumb Financial Annual Investment Forum