I am a Certified Public Accountant and a Certified Valuation Analyst (CVA) with over thirty years of experience in taxation, accounting, auditing and business appraisal. I currently maintain a private practice offering the services listed below. Click here for a more complete resume. If you are in need of any of these services please email me.
Business appraisals, also known as valuations, are utilized for a variety of purposes including exit planning, estate and gift taxation, divorce, and the buying and selling of businesses. I have testified in valuation cases in Wisconsin and Maryland.
I have written extensively on the theory and practice of business valuation in peer reviewed journals. Click here for my collected articles.
I provide consulting and tax planning services to business owners seeking financing, expansion, and exit strategies. I also provide tax planning for sales and dispositions of assets, inheritances and gifts, and the start up of new businesses.
I am available to speak on a wide range of topics, including accounting, non-profits, small business, and valuations.
I offer two basic half and full day seminars:
Through my firm in Madison, Wisconsin, Porter & Sack CPAs S.C., a full range of tax preparation, bookkeeping and compliance services are available. The firm also has skilled QuickBooks consultants who can assist with a variety of common problems and tasks.