Zachary Liermann

Specializes in business valuations, valuation analysis, and sale and purchase assistance for companies in a variety of industries. Areas of emphasis include the valuation of early-stage companies and complex financial instruments such as convertible securities, earnouts, options, warrants, and more.

Specializes in business valuations, valuation analysis, and sale and purchase assistance for companies in a variety of industries. Duties include working with clients and attorneys who require business appraisal services for purposes of financial reporting, shareholder planning, corporate reorganizations, employee stock ownership plan valuation, estate planning, estate settlement, tax planning, litigation support, buying or selling of a business, divorce, gifting, conversion to S corporations, buy/sell agreements, and other purposes. With associates and offices across the United States, Wipfli ranks among the top 20 accounting and consulting firms in the nation. The firm's associates have the expertise, skills, and experience to advise in areas from assurance and accounting to tax and consulting services. In addition, through the firm's membership in Allinial Global, Wipfli can draw upon the resources of firms in over 100 countries from around the world.

- Created a financial model for the corporate development team to project earnings and cash flows - Assisted management in preparing deliverables for various external audits - Developed Excel templates to help maintain data integrity throughout an ERP system upgrade

- Supervised small teams through detailed restoration processes of various floor surfaces to ensure company standards were met or exceeded. - Communicated effectively with clients regarding job expectations and results to enhance customer satisfaction. - Calculated transactions and collected payment from clients for services performed on each job-site.

Leader of a 9-man infantry squad, responsible for training and preparation for combat operations across the globe. - Led a Squad through one combat deployment to Afghanistan with no injuries or loss of equipment, and one training deployment to South Korea which helped strengthen U.S. relations within the country. - Managed the individuals of the Squad and their collective training, as well as the accountability and maintenance of all assigned equipment valued in excess of $250,000 - Oversaw the professional development of subordinates, and the health, welfare, and morale of assigned Soldiers and their family members.

Leader of a 4-man team within a squad, responsible for the individual and collective task training of the team members - Led team through over 50 special operations combat missions involving high level planning and coordination - Managed the accountability and maintenance of the team’s assigned equipment, valued at over $100,000

Progressed through Army ranks from an entry-level soldier to a dependable young Army Ranger; garnering combat, teaching, and administrative skills necessary to become an effective leader. - Selected as the 2011 United States Special Operations Command Soldier of the Year. Represented the Command at the 2011 Army Best Warrior Competition. - Successfully graduated from the U.S. Army Ranger School; the Army’s premier leadership school. - Served exceptionally throughout three combat deployments to Afghanistan. - Selected for service in the esteemed 75th Ranger Regiment through the unit’s arduous assessment and selection program.

Investment Management Certificate Program - 21-month CFA University Affiliated Program (lubar.uwm.edu/IMCP) - Aid in monitoring and rebalancing real portfolios with over $7 million of cumulative AUM - Analyze securities over multiple asset classes - Present performance and attribution to internal and external investment boards