Devising effective, customized solutions to complex business and financial issues is what Bill Wallace has specialized in for most of his career. From insurance and compensation plans to new-venture funding, business valuations, and transition strategies, Bill is known for his in-depth knowledge of the insurance, financial, and capital markets, and his insight into the key business issues that can impact the long-term success of an enterprise. Bill founded Wallace Financial Group to offer truly customized business and personal financial strategies to his clients. Wallace Financial Group helps clients stay on top of the ever-changing workplace and the constantly evolving insurance industry to make certain that their personal and corporate benefits programs remain relevant and effective. Wallace Financial Group adheres to a systematic approach of data gathering and analysis. This consistency ensures that all relevant data essential to making solid financial and strategic recommendations is reviewed. The firm’s specialties include business continuation planning, insurance and financial strategies, employee and executive benefit plans, executive compensation and charitable giving. In 2007, Bill co-founded The Wallace Companies, Inc., where he serves as Chairman and Chief Executive Officer. Primarily a holding company for a merchant bank and private investment sources, The Wallace Companies works with new and existing companies to help them raise necessary capital and develop winning executive management strategies. Over the years, Bill has worked with more than 150 start-up companies, helping them acquire funding, build sound financial and compensation programs, lay the groundwork for long-term success, and connect with likeminded entrepreneurs and business leaders.Specialties: “Bill Wallace can help you think about the unthinkable and build a plan to harden your assets. He is focused on your future.” —Robert Riggs, Television