daniel j. sailer, CPA/ABV, CFA

Manager

PROFILE

Dan Sailer is a manager in Katz, Sapper & Miller’s Valuation Services Group. Dan provides valuation and advisory services for various purposes, including estate and gift, succession planning, transaction advisory, employee stock ownership plans, dispute resolution, and litigation support. Dan also provides consulting and financial modeling services to a variety of businesses.
 
Prior to joining the firm, Dan most recently provided corporate financial advisory services to owners and management teams of companies in distressed situations across several industries, specializing in workouts, turnarounds, and restructurings. He began his career in public accounting and later served as controller of a sixth-generation retail automotive group.
 

EDUCATION

Dan received a Bachelor of Science degree in business administration from Indiana University. He has earned the Accredited in Business Valuation (ABV) credential, issued by the American Institute of CPAs (AICPA), and also holds the Chartered Financial Analyst (CFA) designation issued by CFA Institute.

ASSOCIATIONS AND COMMUNITY INVOLVEMENT

Dan is a member of the AICPA, the Indiana CPA Society, and CFA Institute. He serves on the board of the Estate Planning Council of Indianapolis, Inc. and CFA Society Indianapolis, where he is immediate past president. Dan also serves on the investment committee of the Benefaction Fund at Pilgrim Lutheran Church.