William Roeser

William Roeser, CPA, CVA, CM&AA, CFP

(559) 225-5200 ext.16

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Mr. Roeser is a Certified Public Accountant, Certified Valuation Analyst, Certified Merger & Acquisition Advisor, Certified Financial Planner and California Real Estate Broker. Mr. Roeser spent his early career in management at Ernst & Young, LLP. His specialties include business consulting services related to buyer and seller issues, business valuations and corporate tax matters. He has provided Expert Witness testimony in the areas of corporate taxation, business valuations and forensic accounting. He is a member of the American Institute and California Society of Certified Public Accountants, National Association of Certified Valuation Analysts, International Association of Certified Financial Planners, Alliance for Merger & Acquisition Advisors and the Fresno Estate Planning Council. He is highly regarded for his expertise in "deal structuring" representing both buyers and sellers.

He serves on several boards of national size companies and offers customized outsourced CFO services to many others. He regularly consults with clients regarding business tax issues with an emphasis on planning and strategic approaches to tax liability management. He also regularly consults with businesses on exit planning and business divestiture including sale of business issues. He is a graduate of the University of California at Santa Barbara with a degree in economics/accounting.

His other interests include fly fishing, cycling and American history. Mr. Roeser devotes time and resources to several non-profit organizations including the Fresno Metropolitan Museum as a board trustee, North Fresno Rotary Club and chairs the Management of Accounting Practice Central Valley subcommittee for the California Society of CPA's.