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.