Nicole L. Gralapp

CPA, CExP™

Principal

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Areas of Expertise

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Succession Planning

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Tax Planning & Compliance

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Business Consulting

On The Job

Nicole is a Principal at SVA Certified Public Accountants, with expertise in the restaurant and hospitality industries. Nicole performs a variety of tax, assurance and business consulting functions.

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. Her experience in the hospitality, construction and professional services industries gives her the ability to consult with clients in a variety of areas. Nicole leads SVA’s exit planning business strategy using the BEI Seven Step™ Exit Planning Process. 

As a member of SVA’s Business Advisory Services, Nicole uses her knowledge of auditing and financial accounting to help strengthen accounting and internal control functions in organizations. She utilizes her knowledge of tax to provide proactive tax planning to her clients.

Nicole’s approach centers on proactive planning and open communication. Her technique demonstrates that planning and continuous communication throughout the year results in a positive outcome.

education

  • University of Wisconsin - Whitewater - Master of Professional Accountancy
  • University of Wisconsin - Whitewater - Bachelor of Business Administration

credentials

  • Certified Public Accountant (CPA)
  • Certified Exit Planner (CExP™)

Speaking experience

  • MERGE
  • National Association of The Remodeling Industry (NARI)
  • SVA educational seminars and webinar
  • Business Enterprise Institute, Inc. (BEI)
  • UW Family Business Center

publications

  • IB Madison Magazine

professional memberships, affiliations & activities

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • BEI Network of Exit Planning Professionals™

personal

Nicole is married and has two girls. Outside of work she enjoys going on long walks, picnics, hanging out with friends and playing with her kids.

 

Speaker Source

Nicole L. Gralapp

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Speaker Source

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

  • Succession Planning: The Recipe For a Successful Transition
    • Benefits/drawbacks of each exit planning path
    • Realistic tax reduction for the transaction
    • Minimizing risk before, during and after the transaction
  • Understanding the Value of Personal Financial Statements
    • What is a personal financial statement
    • Effective use of the statement to benchmark your goals
  • Preparing Your Business and Family for a Successful Transition
    • Realities of family business transfers
    • A business transition that is fair to all children
    • Planning for financial security and independence in retirement

Nicole has spoken to audiences at:

  • MERGE 
  • National Association of The Remodeling Industry (NARI)
  • SVA educational seminars and webinar
  • Business Enterprise Institute, Inc. (BEI)
  • UW Family Business Center

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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