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Our Team 2022-11-18T12:47:51+00:00

FRESNO, CALIFORNIA M&A ADVISORS, BUSINESS BROKERS, BUSINESS CONSULTANTS AND BUSINESS VALUATION EXPERTS

William Roeser
CPA/CVA/CFP/CGMA

Bill Roeser is the founder and principal of Valley Valuations, located in Fresno and the Central Valley of California. Fresno is minutes from the nearby national parks of Yosemite, Sequoia, and Kings Canyon. The Bay Area, Central Coast, and Southern California are just a few hours away.  Bill provides his services regularly in these geographies and beyond.

Mr. Roeser spent his early career in management at the national firm of Ernst & Young, LLP. His specialties include business-consulting services related to buyer and seller issues, business valuations, buy-outs, and corporate tax matters. He has provided Expert Witness testimony in the areas of business valuations and corporate taxation.

Mr. Roeser has provided professional services for hundreds of business sales, acquisitions, and valuation engagements over the past 25 years. His clients can be found at all points across the country. He is highly regarded for his expertise in “deal structuring” representing both buyers and sellers.  He enjoys helping clients exit their business with dignity and knowledge that they have maximized the value on sale.  He also assists buyers who need professional assistance in acquiring businesses or merger activity.   He regularly consults with businesses on business sales including valuation studies and financial modeling preparing them for market. He provides tax-centric consulting, leaning on his extensive tax training and experience.

He serves on several boards of regional and national companies and provides leadership on merger and acquisitions, business succession planning, and exit planning issues.   His interest outside of business matters is landscape photography; you can find a sample of his work here – RoeserPhotos.com

Credentials and Licenses   

  • Certified Public Accountant
  • Certified Valuation Analyst
  • Certified Financial Planner TM
  • Certified Merger & Acquisition Advisor
  • Certified Global Management Accountant
  • Licensed Real Estate Broker (California)

Memberships

  • American Institute and California Association of CPA’s
  • National Association of Certified Valuators and Analysts
  • International Association of Certified Financial Planners
  • Alliance for Merger & Acquisition Advisors
  • Association for Corporate Growth (ACG)
  • International Business Brokers Association

Raymond Medrano
CPA/CFF/CVA

Raymond Medrano is an experienced professional that has completed hundreds of valuation engagements for estate & gift matters, mergers & acquisitions, and litigation support. He excels in thoroughly accessing a client’s needs, developing a service plan, and presenting his findings in a simple, understandable way. As a certified public account, financial analyst, and financial forensic, he brings a deep and unique perspective to each project.

Raymond has served as an expert witness for the Fresno County and San Diego County court in matters related to business valuation. He was also sought out to be a part of Discovery Channel’s reality television show, Undercover Billionaire, where he appeared as an expert in business valuation. Raymond has provided valuation services for numerous industries, including manufacturing, agriculture, construction, and healthcare professionals. He has worked with retail and wholesale distribution companies, restaurants, personal service companies, franchisees, and many more. His interest outside of business matters is artisan pizza making; you can find a sample of his work on Instagram – Artisan Pizza Project

 

Credentials and Licenses

  • Certified Public Accountant
  • Certified Valuation Analyst
  • Certified in Financial Forensics

Memberships and Community Activities  

  • American Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants – Forensic & Valuation Services
  • National Association of Certified Valuation Analysts
  • California Society of CPAs
  • Mentor, Craig School of Business
  • Advisor, Clovis Big Dry Creek Museum

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