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Craig L. Greene, CFE, CPA, MCJ, Partner
Financial Investigation and
Assurance Services
James L. McGovern, CPA, Partner
Litigation Support and
Contract/Commercial Consulting
Jonathan D. Bobb, CPA, Partner
Computer Forensic Services
Ronald P. McGovern, CPA, Principal
Contract & Commercial Consulting
Jack A. Lazarczyk, MBA, CPA, CCC,
Senior Consultant
Litigation Support and
Contract/Commercial Consulting
Elizabeth A. Woods, CPA, CIA,
Senior Consultant
Financial Investigation and
Assurance Services
James Scordo, Jr., CFE,
Senior Analyst
Financial Investigation and
Assurance Services
Marnie Gucciard, CPA, MSA,
Consultant
Financial Investigation and
Assurance Services
Wendy Crawford-Schultz, CPA/ABV, CVA,
Strategic Partner
Financial Investigation and
Assurance Services
Business Valuations
Managing Director;
Bluewater Consulting Group,
LLC
Frederick H. Graessle, CPA
Strategic Partner
Financial Investigation and
Assurance Services
Founder; Integrity Assurance, LLC
Rebecca S. Busch, RN, MBA, CFE,
Strategic Partner
Financial Investigation and
Assurance Services
Medical Audits/Fraud
Principal; MBA, Inc.
Mara Fox,
Strategic Partner
Financial Investigation and
Assurance Services
Common Interest Realty Associations
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Wendy
D. Crawford-Schultz
cpa, abv, cva
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Professional
Experience |
Ms.
Schultz’s experience includes valuations for shareholder litigation, marital
dissolution, estate, gift, and mergers and acquisitions. Her litigation
support experience includes expert witness testimony, strategic financial
analysis,
and financial investigations. Her experience
includes management advisory services with an emphasis on financial forecasts
and projections and financial analysis for profit improvement.
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Professional
History |
McGovern & Greene, LLP /
BLUEWATER CONSULTING GROUP, LLC
Managing Director, 2004 – present
Responsible for business valuation, litigation support, and merger, sale and
acquisition representation.
ROME ASSOCIATES LLP
Director of Business Valuation Services, 1998 – 2004
Responsible for business valuation and litigation support practices.
Additional responsibility for special projects including financial analysis,
forecasting, management advisory services.
MAY CORPORATION, FAMOUS BARR DIVISION
Buyer, 1988 – 1993
Responsible for the sales and profitability of four business units with annual
revenue of $2.3 to $14.1 million. Accountabilities included writing business
plans, financial analysis, budgeting, developing pricing strategies, managing
inventory flow, and profit negotiations.
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Academic
Credentials |
BACHELOR OF ARTS, PSYCHOLOGY
Northwestern University
Evanston, Illinois 1984 – 1988
ACCOUNTING
Oakton College
Des
Plaines, Illinois 1994 – 1996
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Professional
Certifications |
ACCREDITED IN BUSINESS VALUATION
American Institute of Certified Public Accountants, March 2003
CERTIFIED VALUATION ANALYST
National Association of Certified Valuation Analysts, November 2001
LICENSED PUBLIC ACCOUNTANT
State of Illinois, September 2000
CERTIFICATE OF EDUCATIONAL ACHIEVEMENT,
BUSINESS VALUATIONS
American Institute of Certified Public Accountants, October 1999
CERTIFIED PUBLIC ACCOUNTANT
University of Illinois
Urbana, Illinois, February 1998
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professional affiliations |
American Institute of Certified Public Accountants
Illinois CPA Society
National Association of Certified Valuation Analysts
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continuing professional education |
BUSINESS VALUATION CONFERENCE
Illinois CPA Society
May 2007, 2005, 2004, 2000
BUSINESS OWNER’S EXIT CONFERENCE
May 2007
FAMILY LAW CONFERENCE
Illinois CPA Society
September 2007, 2006
MERGER & ACQUISITION CONFERENCE
Illinois CPA Society
September 2007, 2006
8TH ANNUAL BUSINESS VALUATION CONFERENCE
National Association of Certified Valuation Analysts
May 2001
COST OF CAPITAL CHOICES
May 2007
ADVANCED FINANCIAL STATEMENT ANALYSIS
Institute of Business Appraisers
August 2006
ADVANCED BUSINESS VALUATION & CASE STUDY
National Association of Certified Valuation Analysts
August 2006
ACQUISITION ABROAD
Illinois CPA Society
May 2006
ADJUSTING FINANCIAL STATEMENTS
National Association of Certified Valuation Analysts
May 2006
DIVORCE UPDATE
Illinois CPA Society
April 2006
AN EXCITING INSIGHT INTO THE HEALTHCARE INDUSTRY AND MEDICAL PRACTICE
VALUATION
American Institute of Certified Public Accountants
March 2006
ANALYSIS OF FINANCIAL STATEMENTS
Professional Education Services
February 2006
VALUING GOODWILL
American Institute of Certified Public Accountants
January 2006
QUALITY ENHANCEMENT CASE ANALYSIS
National Association of Certified Valuation Analysts
June 2007 & August 2004
EQUITY RISK PREMIUMS
Illinois CPA Society
June 2004
THE VALUATION EXAMINER
National Association of Certified Valuation Analysts
January – August, 2006,
March 2003
ACCREDITATION IN BUSINESS VALUATIONS – REVIEW COURSE
American Institute of Certified Public Accountants
October 2002
HOW TO BUY/SELL A COMPANY
Midwest Business Brokers & Intermediaries
September 2002
BUSINESS SUCCESSION PLANNING
Illinois CPA Society
August 2002
BUSINESS VALUATIONS TRAINING CENTER
National Association of Certified Valuation Analysts
July 2001
USING IBBOTSON ASSOCIATES’ COST OF CAPITAL DATA
Business Valuation Association
October 2000
BASICS OF DIVORCE LITIGATION
Illinois Institute for Continuing Legal Education
September 2000
CUTTING EDGE ISSUES IN BUSINESS VALUATIONS
SOLVENCY OPINIONS IN LBOS ECONOMIC ASSESSMENT
Commercial Law League of America
70th Annual Chicago
Conference, April 2000
BUSINESS VALUATION CERTIFICATE OF EDUCATIONAL
ACHIEVEMENT COURSE
American Institute of Certified Public Accountants
September & October 1999 |
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Contact Wendy |
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