Overview
William collaborates with middle-market companies, entrepreneurs, private equity groups, investment bankers, lenders, and attorneys, working toward a common goal of achieving successful client outcomes. As a CPA with four additional specialty certifications, he leverages technical knowledge to interpret problems for clients and develop team members.
Experience
William serves clients in the government contracting, technology, real estate & construction, and professional services industries. He specializes in helping clients with complex valuation projects, financial disputes, accounting investigations, and financial due diligence. He has deep experience navigating the tax aspects of partnership ventures and has provided structuring for a multibillion-dollar M&A inversion transaction.
Education & Affiliations
William earned a Bachelor of Business Administration in Accounting and Operations Management from James Madison University. His certifications include certified public accountant (CPA), Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV®) specialist, Certified in Financial Forensics (CFF®) specialist, and Certified Fraud Examiner (CFE). He is a member of the American Institute of Certified Public Accountants (AICPA), National Association of Certified Valuators and Analysts (NACVA), and Association of Certified Fraud Examiners (ACFE).
Insights
