Audra M. Moncur, CPA, ABV
Partner, Business Valuation and Transaction Support Services
Audra Moncur leads Wipfli’s valuation services group in Illinois and works with clients and attorneys to provide business appraisal services for the purposes of litigation support, buying or selling businesses, divorce, and estate planning or gifting. Audra has extensive experience in preparing tax returns for individuals, trusts, and businesses. She also assists individuals with estate tax planning and filing of appropriate trust and estate tax returns.
Certifications
- Certified Public Accountant
- Accredited in Business Valuation
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member
- American Society of Appraisers (ASA) - Member
- Rockford Local Development Corporation (RLDC) - Board member (2019 to present)
Areas of Focus
- Valuations of closely held businesses in all industries
- Business valuations for purposes of gifting, estate tax and planning, divorce, Small Business Administration (SBA) loans, shareholder transfers, buyouts and disputes, and management planning
- Valuations of family limited partnerships and limited liability companies
- Financial analysis relative to due diligence and other transaction support
- Business succession planning
- Estate tax planning
- Tax preparation for individuals, businesses, trusts, and estates
Education
Brigham Young University- Bachelor degree in accounting
Recent Insights
Articles
Why businesses should prioritize buy-sell agreements
Feb 12, 2023
4 reasons why right now is the best time to gift your business
Sep 17, 2020
What You Need to Know About Valuing Your Business in a Divorce
Oct 19, 2018
Personal Goodwill vs. Entity Goodwill: Understanding and Valuing the Differences
Oct 11, 2018
Webinars
Revisit valuation and business transitions before key tax law changes
Oct 03, 2024
Estate planning: Make the right wealth-transfer decisions
May 11, 2023
