Instructor AICPA Business Valuation School
Wipfli is one of the top accounting firms and a leading provider of tax, audit and accounting services solutions, and business consulting in the US.
leads the valuation service line and assist clients with transaction advisory and litigation support for economic damages or value related damages. With twenty-five years of experience, Lisa offers expert accounting and consultation services including the following: - Business Valuation used for purchase and sale of business, divorce, estate planning, gifting, and tax purposes -Extensive experience in the valuation of health care practices including hospitals, ASCs, physician, dental, and physical therapy practices and other health care entities -Provides expert witness testimony in divorce and litigation -Due diligence and sale assist services related to business acquisitions -Projections, forecasts, and cash flow analyses Specialties: Business Valuation (healthcare, manufacturing, construction and real estate, service, auto dealerships) for purchase or sale, divorce, estate planning and gifting. Transaction support including due diligence, forecast and projections, and purchase and sale assist. Senior appraiser (ASA) with the American Society of Appraisers, a certified public accountant (CPA) accredited in business valuations (ABV), and a certified management accountant (CMA). Lisa developed years of valuable business experience in management-level accounting positions with both a nursing home and assisted living facility and a publicly traded utility company. Prepared hundreds of business valuations from many industries, including health care entities, manufacturing, construction and real estate, auto dealerships, and other service companies. Lisa has testified as an expert witness in divorce and litigation and has also published articles and presented on valuation and related topics. Specialties: Business Valuation (healthcare, manufacturing, construction and real estate, service, auto dealerships) for purchase or sale, divorce, estate planning and gifting. Transaction support including due diligence, forecast and projections, and purchase and sale assist as well as preparation of projections, forecasts, and due diligence services.
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