Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Education

Bachelor of Science, Business: Accounting and Finance, University of Wisconsin – Green Bay

Overview

Jeff Servais has over 15 years of public accounting experience and is a Principal in charge of the Transaction Services practice for CliftonLarsonAllen LLP in the Midwest region.  Jeff works with a variety of clients from development stage to private multi-national companies.

  • Has a concentration of expertise in providing accounting and transaction structuring advice for leveraged recapitalizations, purchase accounting and, assessing quality of earnings, and GAAP accounting
  • Has led financial accounting due diligence projects for private equity investor groups and venture capital funds, primarily in the technology, communications, and manufacturing industries
  • Has experience with critiquing financial models and reviewing target companies' financial performance to identify cost reductions and/or operating efficiencies
  • Has worked with management teams of private equity-backed portfolio companies to complete add-on acquisitions and platform investments

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants (AICPA)