SVA professionals Nicole Gralapp, CPA and Tim O’Brien, MBA, CFA will present a business transition planning seminar for NARI Madison on October 15, 2018. The seminar, titled Leaving Your Business is Inevitable. Plan Ahead to Avoid Potential Pitfalls, will discuss preparing for buyer and seller setbacks, avoiding potential pitfalls, getting the maximum value, and real life scenarios that could have been avoided.
Nicole is a Principal at SVA Certified Public Accountants, S.C. 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. Nicole leads SVA’s exit planning business strategy using the BEI Seven Step™ Exit Planning Process.
Tim is a Principal and Director of Research for SVA Plumb Wealth Management, LLC. He provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. He develops strategies to preserve assets, plan for retirement, and fund education. He also develops strategies to manage risk and coordinate investments with estate planning needs.
For more information, visit https://business.narimadison.org/events/details/general-membership-meeting-535.
The National Association of the Remodeling Industry, or NARI, is the medium for business development, a platform for advocacy and the principal source for industry intelligence. NARI connects homeowners with its professional members and provides tips and tricks so that the consumer has a positive remodeling experience.
NARI is an organization of high-quality remodeling professionals. Its members are committed to integrity, high standards, professional education, ethics and market recognition.