Bill Schoeffler Email and Phone Number
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Dynamic and results-driven business consultant with over 25 years of experience in mergers and acquisitions, business valuation, financial modeling, and strategic business planning.Specialized in the financial services and insurance industry, I have led due diligence for over $1 billion in M&A transactions, leveraging deep expertise in identifying financial risks and creating robust financial models. A trusted partner for private equity firms and national insurance brokers, providing actionable insights and strategic guidance.Published author with hundreds of articles in The Insurance Journal and speaker at over 100 industry seminars on management and financial best practices. Served as an expert witness in valuation disputes in dozens of complex insurance agency cases.
Sf | Diligence
View- Website:
- sfdiligence.com
- Employees:
- 4
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Managing Director Of Due DiligenceSf | Diligence Nov 2019 - PresentBend, Oregon, United StatesAt 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
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PartnerChrysalis Advisory Group Sep 2011 - Sep 2019Santa 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. -
Senior ConsultantOak & Associates Jan 1994 - Sep 2011Santa 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. -
Mechanical Designer & Project ManagerNorthrop Grumman Corporation Sep 1985 - Jan 1994- 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. -
Aviation And Aerospace Liaison EngineerUnited States Air Force 1983 - 1985Designed repairs for various aircraft structures and components, primarily the B-52.
Bill Schoeffler Skills
Bill Schoeffler Education Details
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Aerospace Engineering -
Graduate Level Engineering Classes -
American Society Of AppraisersBusiness Valuation, Asa Ethics, Uniform Standards Of Professional Appraisal Practice -
Master Nlp (Neuro-Linguistics Programming) PractitionerNlp Master Practitioner Training
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Certified Insurance CounselorsCertified Insurance Counselor Designation
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Nlp Of CaliforniaCertified Nlp Pracitioner
Frequently Asked Questions about Bill Schoeffler
What company does Bill Schoeffler work for?
Bill Schoeffler works for Sf | Diligence
What is Bill Schoeffler's role at the current company?
Bill Schoeffler's current role is Financial Modeling & Analyst | M&A Specialist.
What is Bill Schoeffler's email address?
Bill Schoeffler's email address is bi****@****tes.com
What is Bill Schoeffler's direct phone number?
Bill Schoeffler's direct phone number is +131780*****
What schools did Bill Schoeffler attend?
Bill Schoeffler attended University At Buffalo, Loyola Marymount University, American Society Of Appraisers, Master Nlp (Neuro-Linguistics Programming) Practitioner, Certified Insurance Counselors, Nlp Of California.
What are some of Bill Schoeffler's interests?
Bill Schoeffler has interest in Economic Empowerment.
What skills is Bill Schoeffler known for?
Bill Schoeffler has skills like Management Consulting, Strategic Planning, Life Coaching, Small Business, New Business Development, Business Planning, Work Life Balance, Personal Coaching, Business Acquisition, Business Valuation, Nlp, Business Coaching.
Who are Bill Schoeffler's colleagues?
Bill Schoeffler's colleagues are Phoebe Lustig, Nicolas De Tommaso, Beverly Dewitt, Hayley Geier, Cpa.
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Bill Schoeffler
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Bill Schoeffler, MA MBA
Driving A Sales Culture / Relationship Management / Revenue GenerationWashington, Dc
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