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Business Valuation Services

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Business Valuation Services

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Daniel A. Gotter, CPA/ABV, CVA, CGMA

  • President & Shareholder
  • P: 262-567-6540
  • F: 262-567-7285
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Work Life

Areas of Specialization
Dan specializes in accounting and tax services directed toward closely-held businesses, business valuations, business succession, estate planning and litigation support for both local and Federal court cases.

Professional Experience
Prior to joining WKMR in 1978, Dan spent three years as the business manager/controller of a Milwaukee automotive dealership. Dan has written articles published in the Milwaukee Business Journal and has spoken on business valuation at the Wisconsin Judicial College.

Professional Associations
AICPA, WICPA, NACVA, Greater Oconomowoc Chamber of Commerce (past president), Oconomowoc Rotary Club (past president), and Oconomowoc Rotary Foundation (past president).

Real Life

Education
BBA, Accounting, University of Wisconsin - Milwaukee - 1978

Community Service
President of Hope Lutheran Church in Oconomowoc, and has previously served as President of St. Matthew's Lutheran Church in Oconomowoc, Treasurer of Oconomowoc Memorial Hospital, Board Member of ProhealthCare, Inc., Chairman of the Oconomowoc Memorial Hospital Finance Committee, Board Member of the Oconomowoc Area Foundation, Treasurer of St. John's Lutheran Church in North Prairie and Treasurer of St. Matthew's Lutheran Church.

Interests
Dan is an avid water-skier, and enjoys hiking, biking and rollerblading.

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Paul M. Senger, CPA/ABV, CVA

Work Life

Areas of Specialization
Paul specializes in tax compliance and planning for closely-held businesses and their owners. He also does extensive work in merger and acquisition transactions.

Professional Experience
Paul spent eight years in the tax division of a larger regional public accounting firm in the Milwaukee area before joining WKMR in 1997.

Professional Associations
AICPA, WICPA, Brookfield Rotary (past-president), WICPA State Taxation Committee.

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater

Community Service
Paul serves on the Board of Directors of the Volunteer Center of Waukesha County and on the Waukesha County Technical College's Accounting Advisory Board.

Interests
Away from the office, Paul enjoys camping.

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At Winter, Kloman, Moter & Repp, S.C., our business valuation services combine a unique blend of knowledge and experience to assist you during the many times when it is crucial for the owner of a closely-held business to determine the value of the business, including:

  • Establishing a plan to transfer the business to a successor
  • Estate planning
  • Divorce proceedings
  • Selling the business to a third party
  • Adopting an employee stock ownership plan (ESOP)
  • Offering stock to a key employee

The process of valuing a closely-held business is often complex and requires education, experience, and sound business judgment. Our team of valuation specialists are all Certified Public Accountants (CPAs) who are accredited as Certified Valuation Analysts (CVA) by the National Association of Certified Valuation Analysts (NACVA) and are all Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA).

Our professionals are trained to analyze many factors, including:

  • Nature and history of the business
  • Experience and continuity of management
  • Economic outlook in general
  • Condition and outlook of the specific industry
  • Financial condition of the company
  • Earning capacity and potential of the company
  • Existence of goodwill or other intangible values
  • Size of the ownership interest to be valued

We are able to utilize the extensive experience our professionals have in a wide variety of industries to provide you with a realistic valuation of the business value. Because of our reputation, we are frequently appointed by the federal, state and local court systems to provide services and expert courtroom testimony. Let us support your success and your needs with our business valuation services.