Wil Becker
Wil brings over 30 years of expertise in financial advisory services, with a focus on ownership transition strategies for privately held middle-market companies. He specializes in executing traditional M&A transactions on both the sell and buy sides and has a focus on guiding business owners through sales to newly formed Employee Stock Ownership Plans (ESOPs).
As an advisor for both private and ESOP-owned companies, Wil offers strategic insight into complex corporate finance matters, aiding owners, boards, and management teams in making informed strategic and financial decisions. His vast experience covers a diverse array of industry sectors, providing depth and adaptability to his advisory approach.
Professional Involvement & Certification
Wil is an active member of several professional organizations, including the Private Directors Association, The ESOP Association, and the National Center for Employee Ownership. His expertise is frequently sought after as a speaker on topics such as mergers and acquisitions, ESOPs, valuation, and ownership transition planning.
Wil maintains FINRA Series 7, 24, 63, and 79 licenses and holds the designation of Accredited Senior Appraiser (ASA) in Business Valuation from the American Society of Appraisers.
Check the background of this investment professional on FINRA’s BrokerCheck.