Bachelor of business administration in accounting from University of Wisconsin—Whitewater
Todd is an experienced management consultant who works closely with his clients to help them reach their goals and plan for the future. Todd has developed a strong focus on serving the retail and manufacturing industries.
Todd has more than 30 years of experience performing valuations for litigation, divorce, and estate planning purposes, and also performs annual valuations as required by shareholder agreements. He has provided court testimony, and his business valuation opinion has been accepted at the trial court and court of appeals levels.
Todd assists clients of all sizes with acquisitions, including leading financial due diligence and performing valuations. He advises entrepreneurs who are purchasing a business, as well as large, established businesses that are considering the purchase of a competitor or complementary product line. Todd works with the leaders of family-owned businesses to transition the business to the next generation and provides guidance on estate planning, stock gifting, and succession planning. He helps clients maximize value upon the sale of their business.
Upcoming speaking engagementsView More
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In the community
- Certified Public Accountant in the state of Wisconsin
- American Institute of Certified Public Accountants
- Wisconsin Institute of Certified Public Accountants
- National Association of Certified Valuators and Analysts
- Sheboygan County Estate Planning Council