
Will leads Baker Tilly’s financial advisory services (FAS) practice, a powerhouse of national and international capabilities spanning office of the CFO advisory, supporting CFOs and finance leaders across accounting, financial planning and analysis (FP&A), and complex finance initiatives; interim accounting and FP&A support; transaction advisory; corporate finance and investment banking; business and real estate valuation; forensic and litigation services; real estate advisory; and wealth management. Together, these teams help clients navigate their most critical and complex financial decisions across the full business and transaction life cycle.
Instrumental in helping guide Baker Tilly toward its envisioned future, Will provides leadership, management and strategic direction to ensure the firm’s continued strength and market presence across these strategic disciplines.
Will has an extensive track record as a trusted advisor to executive teams and owners on a wide range of complex business matters. He is frequently sought out for his judgment, perspective and ability to serve as a sounding board, working collaboratively to develop strategies and practical solutions that drive growth and optimize shareholder value.
Will specializes in transaction advisory and is highly regarded for his experience in deal structuring from both economic and tax perspectives. Known for his ability to identify subtle nuances that materially impact value or risk, he works transactions from multiple angles to achieve optimal outcomes for clients. His experience also includes ownership and entity structuring; stockholder, buy sell, and operating agreements; and the design, evaluation, and implementation of executive deferred and equity based compensation plans.
- Executive advisory and strategic planning
- Mergers, acquisitions and capital event transactions
- Executive deferred compensation alternatives
- Equity stock option and phantom equity compensation plan design
- Stockholder, buy/sell and operating agreement design
- Ownership design, structuring and restructuring
- Business succession planning
- Litigation support and fraud investigation
- American Institute of Certified Public Accountants (AICPA)
- Accounting Advisory Board, University of Massachusetts – Lowell
- Forbes Best-In-State Top CPAs: 2025 Honoree