Bill Schoeffler Email & Phone Number

Bend, Oregon, United States

At SF Diligence, we provide specialized due diligence services for M&A transactions, focusing on the insurance industry. We are a trusted partner for private equity firms and national insurance brokers, delivering detailed and insightful evaluations that support informed decision-making.- Led due diligence on over $1 billion in transaction value, focusing on mid-sized insurance brokerages in roll-up strategies.- Conducted detailed financial and operational risk assessments, identifying key issues and delivering actionable solutions.- Collaborated with cross-functional teams (legal, financial, and operational) to ensure thorough evaluations of acquisition targets.- Managed a team of 4 analysts and consultants, ensuring high-quality deliverables and client satisfaction.Key Achievements:- Identified risks that led clients to abandon potentially problematic deals, saving them from significant financial exposure.- Built strong relationships with clients like Acrisure and Hilb Group, praised for the quality, accuracy, and depth of due diligence reports.Client Testimonials:"SF Diligence has assisted Acrisure on numerous buyside transactions. Their team is diligent, experienced, and efficient, which is critical to Acrisure’s M&A strategy. Their reports are accurate and comprehensive, and we sincerely value the professional relationship we’ve built."— Matt Schweinzger, CFO & Chief Acquisition Officer, Acrisure"SF Diligence is our go-to partner for due diligence on agency acquisitions. They uncovered a significant issue that caused us to walk away from a deal that would have been very problematic for us. I could not recommend them more highly."— R. Judson Elliott, Jr., EVP, Mergers & Acquisitions, Hilb Group

Santa Rosa, California, United States

- Consulted with small and medium-sized businesses to drive productivity, profitability, and growth through strategic planning, financial analysis, and M&A advisory services.- Served as a fractional CFO for several businesses, including a multi-million dollar San Francisco insurance agency.- Mentored business owners through SCORE, offering pro bono consulting services to help entrepreneurs succeed.

Santa Rosa, California, United States

- Provided leadership in business valuation and M&A consulting, guiding business owners through sales, acquisitions, and succession plans.- Led the valuation and negotiation of a $50 million business, ensuring a successful sale.- Published more than 100 articles on business management and M&A for The Insurance Journal.

- Designed key components for military aircraft, including the B-2 stealth bomber and various missile systems.- Managed cross-functional teams to ensure design efficiency and reduced manufacturing costs.

Designed repairs for various aircraft structures and components, primarily the B-52.

B.S., Aerospace Engineering

Graduate Level Engineering Classes

Asa Designation, Business Valuation, Asa Ethics, Uniform Standards Of Professional Appraisal Practice

Activities and Societies: Uniform Standards of Professional Appraisal Practice, ASA Ethics Class, and completed the series of four classes.

Nlp Master Practitioner Training, Nlp Master Practitioner Training

Activities and Societies: Completed NLP Practitioner Training with NLP California and NLP Marin.

Certified Insurance Counselor Designation

Activities and Societies: Attended and passed a series of five classes (held at various locations) to obtain the Certified Insurance.

Certified Nlp Pracitioner