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Bill is a managing director in the financial valuation practice. He provides valuation and related services for merger and acquisition, financial reporting and tax planning purposes. He has expertise in the valuation of business enterprises, equity interests, intangible assets, and derivative securities.  Much of his work has been for financial reporting purposes; however, he also has performed tax-related assignments such as IRC §409A, international reorganizations, foreign interest expense allocation, IRC §382 and the valuation of closely held securities.

Bill has completed valuations of:

• Common stock
• Preferred stock
• Restricted securities
• Private equity
• Debt instruments
• Developed technology
• In-process research and development
• Customer backlogs and relationships
• Trade names and trademarks
• Patents and technical know-how
• Noncompete agreements
• Deferred revenue
• Contingent consideration

The purposes of these valuations and financial advisory services include, in part, mergers and acquisitions, divestitures, financing, strategic planning, shareholder buy/sell agreements, corporate restructuring, dispute resolution, purchase price allocation, goodwill and asset impairment and other tax and financial reporting considerations.

Bill joined American Appraisal in 2005 as a director, and was promoted to his current position in 2010.  Previously, he was a senior manager in Ernst & Young’s Transaction Advisory Services group. In addition, Bill worked for a boutique investment banking firm specializing in mergers and acquisitions.

Education

• Santa Clara University, Bachelor of Science - Finance

Professional Affiliations

• CFA Institute, Chartered Financial Analyst Designation
• Security Analysts of San Francisco, Member
• American Society of Appraisers, Candidate Member