⬅  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 25 years. 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 the capacity of an outsourced CFO and provides accounting and business advice to many successful businesses.  Clients leverage his extensive business experience to help them make well-informed decisions.  You can follow Bill on his blog at AccountingMatters.blog for his musings and insight on business and personal development matters. 

He serves on several boards of national companies and provides business leadership to companies both local and around the country.  He regularly consults with businesses on succession exit planning (sale of a business) and provides consulting on all aspects of the sale.  More information can be found at ValleyValuations.com. and TiogaAdvisors.com.

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

Outside Activities:

  • When not working at his "day job" he finds time for his other passion, landscape photography.  Bill travels the county photographing some of the most beautiful landscape and nature images.  Please visit his current work at RoeserPhotos.com. 

 

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