Bill is a managing director at American Appraisal, a division of Duff & Phelps. He has expertise in providing 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.
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. He is a member of the CFA Institute, Security Analysts of San Francisco, and a candidate member of the American Society of Appraisers.
- Santa Clara University, Bachelor of Science - Finance