Daniel R. Glomski

CPA, ABV, CVA, MST

Principal

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Areas of Expertise

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Business Valuation

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Exit & Succession Planning

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Mergers & Acquisitions

On The Job

Dan is a Principal with SVA Certified Public Accountants and helps clients understand financial information to improve their company’s profitability and protect their interests.  He does this by taking the time to understand the client, external influences, and personal objectives of the owners. He works closely and proactively with the clients, emphasizing customer service and being available for his clients. This approach results in supporting clients with timely information and strategies to move them and their businesses forward to help them reach continued success.

Dan provides clients with technical expertise in valuations, litigation support, financial reporting, and individual and corporate taxation. He provides litigation support in divorce, shareholder disputes, or other damages claims.  He also assists business owners in negotiating and implementing business agreements, succession planning, exit planning, value analysis and improvement, and the purchase and/or sale of their company. He works with clients on creating business value through identification of the value drivers and how to improve them. 

Dan has assisted numerous companies through business succession, merger, sale, acquisition, and capital fundraising transactions. He has several years of consulting experience and he has earned the trusted advisor title from his clients.

Dan has completed the certification of two different valuation organizations – the American Institute of Certified Public Accountants (AICPA) and the National Association of Certified Valuators and Analysts (NACVA). He is also a member of the Wisconsin Institute of Certified Public Accountants (WICPA) and serves as Treasurer on the Wisconsin Board of Governors for Midwest Business Brokers and Intermediaries (MBBI).

Education

  • University of Wisconsin - Milwaukee
    • Bachelor of Business Administration
    • Master of Science - Taxation

Speaking experience

  • State Bar of Wisconsin
  • Midwest Business Brokers and Intermediaries (MBBI)
  • Milwaukee Business Journal
  • SVA educational seminars and webinars

Credentials

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified Valuation Analyst (CVA)
  • Master of Science Taxation (MST)

professional memberships, affiliations & activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • National Association of Certified Valuators and Analysts (NACVA)

civic & community involvement

  • Board of Governors, Treasurer - Midwest Business Brokers and Intermediaries (MBBI)

Speaker Source

Daniel R. Glomski

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Speaker Source

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

  • Business Valuations: Information for Your Business Strategies
    • Valuation approaches
    • Value drivers
    • Selecting the value drivers to focus on to work with your business strategies
  • Changing Landscape of Sales tax – Supreme Court Wayfair
    • Supreme Court Wayfair Decision
    • How this will change how businesses handled sales tax
    • What changes all business should be making as a result of Wayfair

Dan has spoken to audiences at:

  • State Bar of Wisconsin
  • Midwest Business Brokers and Intermediaries (MBBI)
  • Milwaukee Business Journal
  • SVA educational seminars and webinars

Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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Locations

Madison, WI
1221 John Q Hammons Dr, Suite 100
Madison, WI 53717
(608) 831-8181

Milwaukee, WI
18650 W. Corporate Drive, Suite 200
Brookfield, WI 53045
(262) 641-6888

Colorado Springs, CO
PO BOX 62786
Colorado Springs, CO 80962
(719) 413-5551

Contact

(888) 574-4782
info@SVAaccountants.com
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