Donna Schultz


Bachelor of business administration in finance from University of Wisconsin - Milwaukee

Certified Valuation Analyst


Experience includes completing business valuations for clients in a variety of industries for gift and estate purposes, buy-sell agreements, transition planning, marital and divorce purposes, and management planning. Additional experience includes preparation of projected and forecasted financial statements, and assisting business owners with strategic direction regarding succession planning.

Upcoming speaking engagements

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Resources and event materials

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In the community

National Association of Certified Valuators and Analysts