Bill specializes in transition planning for architecture, engineering and design firms, including mergers and acquisitions and ownership transition programs. He also acts as general counsel for many of his clients who don’t have in house counsel.
Bill has helped develop ownership transition programs for a number of the leading professional service firms in California for over 25 years, and also speaks extensively on the topic. Since 1992, Bill has given presentations at the American Institute of Architects National Conventions, ACEC conferences and other professional gatherings concerning ownership transition and merger-acquisitions programs for service firms. Bill is the co-author of the AIA’s “Architect’s Essentials of Ownership Transition”, published by John Wiley & Sons, on ownership transition for the design profession and other service businesses. He also counsels professional service firms in related areas such as contract negotiation, risk prevention, dispute resolution, and employment law.
Bill and his partner, Laura Howard, have over 40 years of combined experience working with A/E clients. The duo has handled transactions ranging in size from $1 million to $250 million in enterprise value. Bill and Laura are the authors of ‘Merger, Merger Everywhere’, the feature article in the ACEC California’s magazine, “Engineering and Surveying Business Review”.
Bill was a member of the Board of Trustees of The Head Royce School, an independent school located in Oakland, California for nine years and served as Chairman of its Finance Committee. Bill and his wife Bergit are the proud parents of seven children and eleven grandchildren. Bill is also an avid cyclist and fair-to-midland squash player.