
We understand that you have deadlines. To save time, browse the following list of topics to find an expert you can talk to. If you don’t find the right match for your story, call Brett Flickinger at 630-665-4440. If we don’t have the expertise you seek, we may be able to refer you to a client or other contacts we know.
The following individuals may be contacted directly relating to the following subjects: Call them at (630) 665-4440.
Accounting Standards & Accounting Industry
Mark Schultz, Principal
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Accounting & Related Subjects
Leo Misdom, Principal
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Audits, Reviews and Internal Controls
Mark Schultz, Principal
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Karen Olson, Principal (Nonprofits)
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Hugh Elliott, Principal
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Business Growth
Brett Flickinger, Principal
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Business Valuations
Pete Zich, Principal
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Business Worth
Mike Dugan, Principal
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Construction Industry
Jerry Lopatka, Managing Principal
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Distribution Industry
Mark Schultz, Principal
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Hugh Elliott, Principal
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Merilyn van Zwieten, Chief Operating Officer, Partners In Technology, Inc.
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Education Funding
John Kozuch, Chief Operating Officer, Dugan & Lopatka Financial Services, LLC
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Exit Planning & Business Succession
Pete Zich, Principal
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Leo Misdom, Principal
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Mike Dugan, Principal
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Family Business Issues
Leo Misdom, Principal
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Internal Controls
Mark Schultz, Principal
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Investments & Financial Markets
John Kozuch, Chief Operating Officer, Dugan & Lopatka Financial Services, LLC
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Manufacturing Industry
Mark Schultz, Principal
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Hugh Elliott, Principal
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Mergers & Acquisitions
Mike Dugan, Principal
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Jerry Lopatka, Managing Principal
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Not-for-Profit Industry
Karen Olson, Principal
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Real Estate Development & Property Management Industry
Jerry Lopatka, Managing Principal
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Retirement Planning
John Kozuch, Chief Operating Officer, Dugan & Lopatka Financial Services, LLC
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Service Industry
Leo Misdom, Principal
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Jerry Lopatka, Managing Principal
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Small Businesses
Jim Hofner, Principal
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Tax Laws, Tax Planning & Tax Returns
Pete Zich, Principal
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Janine Davidson, Manager
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Jim Hofner, Principal
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Dugan & Lopatka, CPAs, PC 104 E. Roosevelt Rd., Wheaton, Illinois 60187 Phone: (630) 665-4440 Fax: (630) 665-5030