Leadership

Bill Roeser

Senior Financial Advisor
CA DRE #01731062

Bill Roeser is a licensed Broker Associate and Senior Financial Advisor of Tioga Advisors Corp.

Mr. Roeser has provided professional services for numerous 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 with a keen eye for advanced tax strategies and minimization.

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 matters. He has provided Expert Witness testimony in the areas of business valuations and corporate taxation.

He serves on several boards of national-size companies and provides leadership on merger and acquisition issues. In addition, he regularly consults with businesses on exit planning and business divestiture including sale of business issues. He is a graduate of the University of California at Santa Barbara with degrees in economics and accounting. He is a licensed broker in California. Bill can be reached at broeser@tiogaadvisors.com or at (559) 578-6222.

Professional Credentials

  • Certified Public Accountant (CPA California)
  • Certified Valuation Analyst(CVA) through NACVA
  • Certified Financial Planner (CFP)
  • Certified Merger & Acquisition Advisor(CM&AA) through AM&AA

Professional Memberships

  • American Institute and California Association of CPA’s
  • National Association of Certified Valuators and Analysts(NACVA)
  • International Association of Certified Financial Planners
  • Alliance of Merger & Acquisition Advisors(AM&AA)

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