Donna Schultz

CFP®, CVA
Manager
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 400 valuation engagements

Education

University of Wisconsin–Milwaukee, BBA, Finance

Professional memberships

  • National Association of Certified Valuators and Analysts

Community involvement

  • Sheboygan County Chamber of Commerce, Deep Dive 1.5
Donna Schultz's Recent Articles View all

Three valuation approaches for the family-owned business

How do you accurately assess the unique characteristics that contribute to your business’s value? A business valuation highlights the strengths and weaknesses that may impact value, and can be used as a tool for strategic and transition planning. Learn which valuation approaches might work best for you.

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Changes to Federal Financial Aid Form Rules Effective with 2017-2018 School Year

It’s not too soon to start thinking about how you will pay for college in 2017, and applying for federal financial aid may be part of your plans. Take note of pending changes to the application process and how it can affect your tax planning now.

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What our clients say

“Schenck has provided invaluable service and advice to me, to Johnsonville Sausage, and to the entire Stayer family for the past 11 years. I have found the Schenck team to be extremely proactive in strategy and their client service is second to none. They are more than an accounting firm; they are true partners in our success.” - Ralph Stayer, CEO, Johnsonville Sausage, LLC
“It is nice to work with a regional accounting firm that is focused on companies our size. We are treated like an 'A' client. Our audit committee is impressed with Schenck’s candid feedback and the strategic direction they provide. The leaders on the job are consistent and take the time to understand our business and our goals.” - Bob Kamphuis, CEO, President, Chairman of the Board, Mayville Engineering Company, Inc.
“Schenck has served as a key player in FEECO’s success over the years. Our business has grown and expanded to serve new markets, and Schenck has the depth of personnel to continue to meet our increasingly complex accounting and tax needs. I appreciate their timely and responsive service throughout the year.” - Dan Madigan, President, FEECO International