Partners, principals and associates

Paul Ouweneel Milwaukee (Headquarters)

10000 W Innovation Dr.
Milwaukee, WI 53226

Tel:

414.431.9387


Email: pouweneel@wipfli.com

Paul D. Ouweneel, CFA, CPA, CFP

Partner, Valuation, Forensic and Litigation Services

Paul Ouweneel is a partner in the valuation, forensic, and litigation services practice at Wipfli. He has performed over 1,000 business appraisals for numerous industries throughout Wisconsin, Minnesota, the Upper Peninsula of Michigan, and many other states. In addition, Paul has performed hundreds of financial institution valuations.

Certifications

  • Chartered Financial Analyst
  • Certified Public Accountant
  • Certified Financial PlannerTM Professional
  • Series 79 Securities License (Limited Representative - Investment Banker)
  • Series 63 Securities License (Uniform Securities Agent)

Professional Memberships and Activities

  • CFA Institute - Member
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member

Services

Consulting

Areas of Focus

  • Merger and acquisition assistance
  • Business valuations
  • Transition planning
  • Buy/sell agreements

Education

University of Wisconsin-Whitewater
  • Master of public administration degree in accounting with an emphasis in finance
  • Bachelor of business administration degree in accounting