Evergreen Advisors is delighted to announce the return of William O’Donnell as a Director in our Corporate Advisory Practice. With a wealth of experience spanning CPA and corporate advisory domains, Will brings a distinctive expertise to his role.
Will’s extensive skill set covers areas including estate and gift tax, ESOPs, business combinations, goodwill impairment, IRC Section 409A compliance, and more. He excels in complex financial matters, including dissenting shareholder concerns, Subchapter-S elections, and marital dissolution.
Shelley Lombardo, Chief Operating Officer at Evergreen Advisors, remarked, “We are thrilled to have Will rejoin our team. His wealth of expertise and deep insights have consistently proven to be invaluable assets to our practice, enriching our capabilities and enhancing the quality of service we provide to our clients. Will’s return further solidifies our commitment to delivering exceptional corporate advisory solutions”.
As a pivotal member of Evergreen Advisors, Will’s contributions extend beyond valuation encompassing financial modeling and assisting companies analyze various capital structures and terms. His experience spans diverse industries and ownership structures.
About Evergreen Advisors:
Evergreen Advisors is a middle-market investment bank and corporate advisory firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. Serving the Mid-Atlantic region, including Maryland, Washington D.C., Virginia, and Pennsylvania, Evergreen Advisors, LLC was formed in 2001 to provide innovative and strategic solutions to meet our client’s evolving business needs.
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.