With my experience in value building as well as financial and tax issues, I help clients better understand their company value, profitability and how to improve it. With my 20+ years of M&A experience in conjunction with 40+ years of CPA experience, I understand how to drive success at a company. Using my technical expertise in valuations, I clearly understand what drives value and the corresponding actions required by management to accomplish that increase. As a result of my understanding of individual and corporate taxation as well as estate planning, I clearly understand how to minimize the tax ramifications of a transaction as well as how to control that wealth for many years thereafter. I also assist business owners in negotiating and implementing business agreements, succession planning, exit planning, and the ultimate sale of their company.Five Star and Milwaukee Magazine has recognized me as one of the top advisors in the Milwaukee area for 6 consecutive years.