Will has 15+ years experience consulting with business owners on accounting, choice of entity, flowthrough and partnership taxation, corporate taxation, multi-state tax and apportionment, audit and attestation, capital raising and transaction advisory.
He also brings 8 years of working with startups and growth stage tech companies in driving revenue growth and building lasting client relationships.
Will started his career working with small business owners on bookkeeping, tax strategy and audit services for a boutique accounting firm in Kansas City.
At EY Will managed real estate compliance engagements for multi-national private equity funds. As a manager he was responsible for interpreting limited partnership agreements, calculating waterfall distributions, and REIT testing. Notable clients include Digital Realty, CBRE and Colliers International.
In 2017 Will joined a seed stage FinTech tax startup and scaled growth from pre-revenue to over $1M in sales.
\While at PitchBook Data Will worked closely with investors to craft proprietary deal sourcing strategies and consulted with investor relations teams to develop unique and creative fundraising strategies. Will worked closely with investment bankers to improve valuation processes and CIM generation. He collaborated with founders and C-suite executives on capital raises from $500k to $100M.
Today Will advises businesses on financial reporting process and tax optimization ahead of a potential sale. He also works with startup founders across SaaS and Life Science verticals to map the market and facilitate meetings with VC investors
On the buy-side Will works with private equity funds on deal sourcing and serves as quarterback across Xylinx various due diligence and post-transaction integration work streams.