Donna Schultz

CFP®, CVA
Senior Manager - Valuation Services
P: 920-803-3130

Expertise

Donna’s 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. In the area of litigation support, her experience includes economic damages and suspected fraud. Donna serves as the co-leader of Schenck’s Valuation Team.

With Schenck since 1981, Donna also provides a variety of specialty services to a broad client base. Her experience includes analysis of financial statements, budgeting, preparation of projected and forecasted financial statements and assisting business owners with strategic direction regarding succession planning and minimizing taxable income.

Key accomplishments

  • Assisted a number of clients in successfully transitioning their business while meeting their personal and financial objectives
  • By utilizing appropriate valuation methods, Donna has been able to reduce a number of clients' taxable estates
  • Assisted clients in developing appropriate documentation and projections in order to obtain desired financing
  • Completed more than 500 valuation engagements

Education

University of Wisconsin–Milwaukee, BBA, Finance

Professional memberships

  • National Association of Certified Valuators and Analysts
Donna Schultz's Recent Articles View all

Prepare your business for the future

Do you know the value of your business? Are you prepared to sell quickly if needed? An annual valuation helps you make better decisions for the future of your business.

Read More

Federal Financial Aid Form available for 2018-2019 school year

It’s never too soon to start thinking about how to pay for college, and applying for federal financial aid may be part of your plans. The IRS offers a Data Retrieval Tool to simplify the process.

Read More

Contact Us

Submit