Sheri F. Schultz, CPA/ABV/CFF – Director of Business Valuation Services
Sheri Schultz 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 litigation support services. She joined Fiske & Company in 1990 as Director of the Valuation Services Department.
Ms. Schultz has provided business valuation services and counsel to manufacturers, wholesalers, retailers, medical practices, restaurants, service entities as well as public companies. She has broad-based tax experience in the areas of business mergers and acquisitions, reorganizations, estate issues and tax compliance. She also is a frequent speaker on topics including business valuation, tax planning and estate planning.
Ms. Schultz’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 valuation is involved. This can be relevant in business damages claims, 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. Schultz has helped to further develop the Valuation and Litigation Section for the State of Florida. Additionally, she was Co-Chair of the Editorial Advisory Committee for Business Valuation and Litigation Services for the AICPA where she was responsible for consolidating and distributing most articles relating to this area.
Ms. Schultz 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 CPA’s must comply with these standards when writing business valuation reports.
Sheri Schultz spends a significant amount of time assisting charitable organizations in raising funds and awareness for their charity. She has been a Board of Trustee member of Jewish Federation of Broward County for several years and is past chair of their Professional Advisory Committee. Ms. Schultz has also been involved in many other charitable organizations.
Ms. Schultz is also on the Board of Governors for the FICPA and has been in that position for over 6 years.
Education
Bachelor of Science, Accounting, University of Florida (1984)
Master of Science, Taxation, University of Florida (1985)
Licenses/Accreditations
Certified Public Accountant (CPA), Florida Business Valuation Accreditation (ABV),
Certification in Financial Forensics (CFF)
Professional/Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
– Member of Business Valuation Committee, 2001-2004
– Co-Chair of AICPA Editorial Task Force, 2004
– Member of AICPA Business Valuation Conference Committee, 2001 and 2003
Florida Institute of Certified Public Accountants (FICPA)
– Board of Governors, 2006-present
– Chair of FICPA Business Valuation/Litigation Section 2004-2005
– Chair of Business Valuation/Litigation Conference
– President, Gold Coast Chapter, 1999-2000
– Member of Woman’s Executive Leadership Group
Fort Lauderdale Estate Tax Council
– Board of Directors
Jewish Federation of Broward County
– Board of Trustees
– Allocation & Budget Committee
Israeli Bond Leadership Group
– Cabinet member
