
Bill Snow
Investment Banker
Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction?…
Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
Schedule a ConsultationOur mission on “Deal Talk” is to bring you information you can use to help you build your bottom line and improve your company’s value. However, as we’ve learned on the program, not all value drivers may be so apparent, and as our guest on this edition of the program will tell you, sometimes you have to dig deeply to discover those important intangible factors that could help lift your business’s value to a level you never thought possible. Join us for an insightful chat with Dr. Carl Sheeler, who discusses his unique perspective on improving value as found in his book, “Equity Value Enhancement – A Tool to Leverage Human and Financial Capital While Managing Risk.”
Dr. Carl Sheeler brings wisdom gained from his 25 years of litigation expertise coupled with his corporate governance, business/military operations, strategic planning, finance, and academic background to address complex risk measurement, management, and mitigation issues.
Dr. Sheeler’s court/IRS qualified litigation and public and private equity/enterprise valuation expertise includes testimony on numerous breach of duty, damages/diminution of value/lost income, class action, dissenting/oppression shareholder, partner, and tax authority disputes. Industry clients include defense contractors, manufacturers, transportation, technology, professional and business services, as well as asset holding companies (holding esoteric assets ranging from funds, intellectual, real, and personal property as other alternative and traditional assets). He has testified on 165 occasions and opined on value/damages matters on more than 1,000 engagements.
His public and private company experience includes family business/office valuation and advisory services associated with intergenerational planning, equity transfers with estate and gift tax issues, as well as partial and full liquidity event options and disruptions.
Dr. Sheeler distills complex issues and relevant facts into opinions and advice that is understandable to the non-expert and which may be applied by boards, founders, executives, and their trusted advisors in transfer, tax, and transactional matters. He is an authority on trust and estate and ESOP valuation issues such as how agreement provisions, asset allocation, and holding periods associated with equity ownership in asset holding and operating companies influence risk. This unique set of skills allows him to consider the factors and impairments as they relate to investor-proposed “discounts” associated with equity ownership.
He is a national thought-leader on identifying and quantifying risks and how intangible assets create, enhance, and diminish value. He has written and presented more than 300 treatises on valuation, merger, acquisition, divesture, and litigation-related matters. He serves on two national valuation boards and is authoring a Value Creation treatise for John Wiley & Sons.
Education
Employment History
We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.
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