Sheri Fiske Schultz, CPA/ABV/CFF Managing Director

Sheri-Fiske-SchultzSheri Fiske Schultz brings over 30 years of experience to her clients, offering both professional expertise and practical insight toward business valuations and litigation support services. In addition to being a licensed CPA, Sheri holds the designation of Accredited in Business Valuation (ABV) and is Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants (AICPA).

Sheri joined Fiske & Company in 1990 and has provided business valuation services and litigation support to manufacturers, wholesalers, retailers, medical practices, restaurants, service entities, family limited partnerships and public companies; including valuing intangibles and intellectual property. A frequent speaker on topics such as business valuation and forensic accounting, she also has broad-based tax experience in mergers and acquisitions, reorganizations, estate issues and tax compliance.

Sheri’s certifications and professional background enable her to provide expert advice and counsel to both outside CPAs and lawyers representing clients in business litigation and family law where business valuation, lost profits and forensic accounting are involved. She has extensive experience calculating business damages, conducting forensic accounting investigations and assisting with business transitions including family succession planning. Sheri has provided expert witness testimony and consulting services in complex estate and accounting matters. During her time as Chair of the Business Valuation/Litigation Committee for the Florida Institute of Certified Public Accountants (FICPA), Sheri helped to develop the Valuation and Litigation Section for the State of Florida; additionally, she was a member of the Board of Governors for the FICPA, where she served for 6 years.

She has also been involved in leadership of AICPA. Her position on the AICPA’s National Business Valuation Committee has been instrumental in the advancement of the business valuation discipline. Sheri 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 or Intangible Asset, which became effective January 1, 2008. All CPAs must comply with these standards when writing business valuation reports.  Sheri was also a member of the AICPA’s ABV Credential Committee and was Chair of the ABV Champion Task Force.

She is also served as a member of the North America Board of Directors of CPA Associates International, Inc. (CPAAI) between 2015 and 2017 and was Chair of its Business Valuation Committee (2012-2016).

Most recently, Sheri was named a 2016 South Florida Business Journal Influential Business Woman. She also received the several industry and community honors:  FICPA’s Woman to Watch 2014, “Key Partner” in Accounting by the South Florida Business Journal, “Woman Extraordinaire” by Business Leader Magazine, “Ten Leaders of Forensic Accounting” Inductee by the Ten Leaders Cooperative, “Top 10 Public Accounting Professionals” in Florida by the National Academy of Public Accounting Professionals, and a “Top CPA in Litigation Support” by the South Florida Legal Guide. Professional articles she has authored have been published in the South Florida Business Journal, the Daily Business Review, the South Florida Legal Guide, and the Broward Barrister. Sheri spends a great deal of time assisting charitable organizations in South Florida and Israel.

Education

Bachelor of Science, Accounting, University of Florida (1984)
Master of Science, Taxation, University of Florida (1985)

Professional/Civic Affiliations

American Institute of Certified Public Accountants (AICPA)
– Chair, ABV Champion Task Force  (2012-2015)
– Member of ABV Credential Committee (2012-2015)
– Member of Business Valuation Committee (2001-2004)
– Member of AICPA Business Valuation Conference Committee (2001 and 2003)

Florida Institute of Certified Public Accountants (FICPA)
– Board of Governors ( 2006-2012)
– Chair of FICPA Business Valuation/Litigation Section (2004-2005)
– Member of Business Valuation/Litigation Conference Committee (Former Chair)
– President, Gold Coast Chapter (1999-2000)
– Member of Woman’s Executive Leadership Group

 

BDO Alliance USA, Member (2017)
Broward Estate Tax Council, Treasurer
CPA Associates International Forensic, Valuations & Litigation Services Committee Chair (2016-2017)
CPA Associates International, North America Board of Directors (2015-2017)
CPA Associates International, Chair of Business Valuation Committee (2012-2016)
Expert Resource Connection, Member
Broward Professional Alliance, Treasurer
The Commonwealth Institute, Member
Women Executive Leadership, Member

Jewish Federation of Broward County
– Board of Trustees
– Foundation Board Member
– Women’s Executive Council

sheri@fiskeco.com

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