Bio

With Joel's experience in value building as well as financial and tax issues, he helps clients better understand their company value, profitability and how to improve it. With his 20+ years of M&A experience in conjunction with 40+ years of CPA experience, Joel understands how to drive success at a company. Using his technical expertise in valuations, Joel clearly understands what drives value and the corresponding actions required by management to accomplish that increase. As a result of his understanding of individual and corporate taxation as well as estate planning, Joel clearly understands how to minimize the tax ramifications of a transaction as well as how to control that wealth for many years thereafter. Joel also assists 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 Joel as one of the top advisors in the Milwaukee area for 6 consecutive years.