⬅  Our Team

Team

William Roeser

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 preparation and planning.  He has provided Expert Witness testimony in the areas of business valuations and corporate taxation.  Mr. Roeser has provided professional services for hundreds of business sales, acquisitions and valuation engagements over the past 20 years, and was a founding partner of Paragon Capital Partners.  His clients can be found at all points across the country.  He is highly regarded for his expertise in "deal structuring" representing both buyers and sellers. 

Mr. Roeser also works in capacity as an outsourced CFO and provides accounting and business advice to many successful businesses.  Clients leverage his vast business experience to help them make well-informed decisions.

He serves on several boards of national companies and provides leadership to companies both local and around the country.  He regularly consults with businesses on succession exit planning (sale of business) and provides consulting on all aspects of the sale. 

He is a graduate of the University of California at Santa Barbara with a degree in economics/accounting. He generously supports his community with his time and resources including Rotary International and many museums and local art galleries.

Credentials:

  • Certified Public Accountant
  • Certified Valuation Analyst
  • Certified Merger & Acquisition Advisor
  • Chartered Global Management Accountant


Memberships:

  • American Institute and California Association of CPA's
  • National Association of Certified Valuation Analysts
  • Association for Corporate Growth (ACG)
  • Alliance for Merger & Acquisition Advisors

When not working at his "day job" he finds time for his other passion, landscape photography.  Please visit his current work at RoeserPhotos.com

 

Alan Houser

Squareflair, 23390 West Road, Sheridan, IN, USA

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