Sheri F. Shultz
Fiske & Company
Sheri Shultz brings more than 22 years of experience and concentrated educational pursuit to the table for her clients, offering both professional expertise and practical insight toward business valuations and related tax issues. She joined Fiske & Company in 1990 as Director of the Valuation Service Department.
Ms. Schultz has provided business valuation services and counsel to manufacturers, wholesalers, retailers, physicians, service entities as well as public companies. She has broad-based tax experience in the areas of business mergers and acquisitions, reorganizations, estates issues and tax compliance. She also is frequent speaker on topics including business valuation, tax planning and estate planning.
Ms. Shultz’s professional background and education enable her to provide expert advice and counsel to outside CPAs and lawyers representing clients in business litigation where business valuations is involved. This can be relevant in business damages, claims, business fraud and business transitions of all kinds, including family succession. She also has provided expert witness testimony and consulting services in complex estate and accounting matters.
In addition, her position on the National Business Valuation Committee for AICPA has been instrumental in the advancement of the business valuation discipline. As Chair of the Business Valuation/Litigation Committee for FICPA, Ms. Shultz has helped to further develop the Valuation and Litigation Section for the State of Florida. Additionally, she is Co-Chair of the Editorial Advisory Committee for Business Valuation and Litigation Services for the AICPA where she is responsible for consolidating and distributing most articles relating to this area.
Ms. Shultz also assisted in writing and gaining approval for the AICPA Statement on Standards for Valuation Services No.1, Valuation of a Business, Business ownership Interest, Security of Intangible Asset, which became effective January 1, 2008. All CPA’s must comply with these standards when writing business valuation reports.