Will Thomsen, CFA, ASA, has over 25 years’ experience providing business valuations and economic analyses to businesses ranging from small family-owned enterprises to Fortune 1000 companies, and across numerous industries. His consulting expertise also includes economic damage assessment and expert testimony for commercial and employment disputes. He has testified on numerous occasions regarding valuation and economic damage issues, and has qualified as an expert witness in U.S. District Court and California Superior Court.
Will provides business valuations and economic analysis to help clients with estate tax planning, transaction due diligence, strategic planning, financial reporting, shareholder disputes, financial restructuring, eminent domain litigation, and other civil litigation matters.
Will^s practice focuses on the following key areas:
Business and Intellectual Property Valuation
- Estate and Gift Tax Planning - valuation of interests in closely-held businesses; discount studies for family limited partnerships (FLPs), limited liability companies (LLCs), and fractional interest in real estate; intangible asset/intellectual property valuations.
- Transaction Advisory – valuations of business interests in support of: shareholder buyouts and buy-sell agreements; exit and succession planning; business divorce; debt and equity financing; employee stock option plans (ESOPs); merger, acquisition or divestiture; reorganization, restructuring and bankruptcy; buy-side due diligence analysis; and sell-side valuation consulting.
- Financial and Tax Reporting – valuations of businesses and intellectual property for reporting compliance purposes, including: purchase price allocations for business combinations (ASC 805); goodwill impairment testing (ASC 350); long-Lived Asset impairment testing (ASC 360); share-based payments for employee compensation (ASC 718); valuation of stock option compensation (IRC 409A); appraisal report review and consultation.
- Goodwill Loss Valuations for Eminent Domain Matters – valuation consulting services including: pre-condemnation consulting; preliminary goodwill loss calculations; full or limited narrative goodwill loss reports; economic feasibility studies and relocation analysis; inverse condemnation & partial take studies; opposing expert loss opinion critiques; litigation support and expert witness testimony.
Dispute Resolution
Valuation consulting and expert witness testimony, for both liability determination and economic damage assessment, provided in the following contexts: shareholder litigation; business dissolution; divorce; breach of contract; breach of fiduciary duty; business interruption; employment litigation.
Will holds the Chartered Financial Analyst designation from the CFA Institute and the Accredited Senior Appraiser designation in Business Valuation from the American Society of Appraisers. He has a Master of Business Administration in Finance from Columbia University and a Bachelor of Arts in Economics from Pomona College.