Exit & Succession Planning
Mergers & Acquisitions
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).