News from SVA Plumb Financial


SVA’s Gralapp and O’Brien Present for NARI Madison

By SVA Financial Group | 10/5/2018

SVA professionals Nicole Gralapp, CPA and Tim O’Brien, MBA, CFA will present a business transition planning seminar for NARI Madison on October 15, 2018. The seminar, titled Leaving Your Business is Inevitable. Plan Ahead to Avoid Potential Pitfalls, will discuss preparing for buyer and seller setbacks, avoiding potential pitfalls, getting the maximum value, and real life scenarios that could have been avoided.   

Nicole is a Principal at SVA Certified Public Accountants, S.C. She provides clients with technical expertise in areas such as tax planning, financial reporting, financial projections, budgeting, financial and estate planning and review of internal controls. Nicole leads SVA’s exit planning business strategy using the BEI Seven Step™ Exit Planning Process.

Tim is a Principal and Director of Research for SVA Plumb Wealth Management, LLC. He provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. He develops strategies to preserve assets, plan for retirement, and fund education. He also develops strategies to manage risk and coordinate investments with estate planning needs.

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About NARI

The National Association of the Remodeling Industry, or NARI, is the medium for business development, a platform for advocacy and the principal source for industry intelligence. NARI connects homeowners with its professional members and provides tips and tricks so that the consumer has a positive remodeling experience.

NARI is an organization of high-quality remodeling professionals. Its members are committed to integrity, high standards, professional education, ethics and market recognition.


About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.