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Mergers and Acquisitions

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Mergers and Acquisitions

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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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Curtis W. Disrud, CPA, CGMA

Work Life

Areas of Specialization
Curt specializes in business consulting, tax planning, and audit, review, and compilation services for the real estate, construction, manufacturing, and professional services industries.

Professional Experience
Before joining WKMR in 1988, Curt spent two years with a local accounting firm in North Dakota working primarily in individual and small business taxes.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, with a Minor in Economics and History, University of North Dakota - Grand Forks - 1986

Community Service
Past treasurer of Waukesha County Youth Hockey Association, an organization providing hockey skills training to over 400 children each year. Board member of Kettle Moraine Lacrosse Club, Inc. Curt, with his wife, Traci, formed the Kettle Moraine Lacrosse Club for the school district. Curt is also a coach for the club.

Interests
Curt's varied interests outside of work include: hockey, gardening, wine making, hunting, and genealogical research.

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  • Due diligence
  • Business valuation
  • Risk and cash flow analysis
  • Strategy development
  • Financing alternatives
  • Tax planning
  • Negotiation assistance
  • Post-transaction business integration
Thinking of buying or selling a business?

We will help you complete a successful transaction from start to finish with our comprehensive Merger and Acquisition services. At Winter, Kloman, Moter & Repp, S.C., we understand the complexity and the importance of developing a strategy to make the process run smoothly. It begins with finding the right business partners. Our team of specialists has extensive experience to take you from the due diligence process through business integration, or from your desire to buy or sell; to closing the transaction. We will work hand in hand with you to provide you with a customized approach to accomplish your goals.

What is the value of the business?

When buying or selling a business, you need a qualified expert to thoroughly review the financial history of the company and identify items that could affect its future earnings potential. WithWinter, Kloman, Moter & Repp, S.C. at your side, you can be confident you are dealing with a fair, acceptable price for the business. Our Certified Valuation Analysts (CVAs) provide you with the highest level of knowledge and experience in business valuation.

Where will the money come from?

If you are buying a business, we can help you explore your financing options, both debt and equity. With proper structuring of the purchase or sale transaction, you can maximize your benefits and avoid costly pitfalls. We also help you analyze the company's potential growth and cash flows which may help fund the transaction.

What are the tax ramifications?

When you sell a business, you will want to net as much of the selling price as possible and minimize the taxes due. With careful tax planning from Winter, Kloman, Moter & Repp, S.C., you can maximize and accelerate tax benefits as a buyer or minimize and defer tax liability as a seller. We will consider all the tax consequences as we assist you in the negotiation process.

Let us support your success in these life-changing decisions. Give us a call today.