Will is a Director in Evergreen Advisors’ Corporate Advisory Practice. He has over a decade of experience providing business valuation and financial advisory services. Will’s experience ranges from working with early-stage/start-up companies to reporting units of publicly traded companies.
Will has experience with preparing valuation reports associated with estate and gift tax compliance, fairness opinions, ESOPs, business combinations (ASC 805), goodwill impairment (ASC 350), IRC Section 409A compliance and deferred stock compensation (ASC 718), fair value related engagements (ASC 820), matters related to dissenting shareholders, Subchapter-S elections, and other matters requiring third party valuation opinions.
Will has determined the value of a variety of equity and debt securities with both simple and complex ownership structures, intangible assets (including tradenames, customer relationships, non-competition agreements, software assets, intellectual property, etc.), and contingent consideration arrangements in a multitude of industries.
Will also has experience providing strategic support to clients through a variety of services including the preparation of board of director presentation materials, financial modeling and forecasting, equity waterfall scenario analysis, and other strategic consulting services.
Will is a Certificated Public Accountant and holds an Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants (AICPA). He is a member of the Maryland Association of Certified Public Accountants (MACPA) and is also a member of the American Society of Appraisers and holds the Accredited Senior Appraiser (ASA) designation.
Will holds a Master of Business Administration from Loyola University of Maryland, complemented by a Bachelor of Science in Accounting from the University of Maryland College Park.
In his leisure time, Will cherishes moments spent with his family, showcasing his commitment to nurturing relationships and understanding human dynamics. His dedication to precision and strategy on the golf course mirrors his approach to financial analysis, where he meticulously evaluates data to provide clients with well-informed recommendations, and his passion for pick-up basketball underscores his ability to adapt and collaborate effectively in addressing complex financial challenges alongside his Evergreen Advisors team.