Professionals

Will Rodriguez

WILL RODRIGUEZ, CPA/ABV, CVA

linkedin100 S. Ashley Drive, Suite 600
Tampa, FL 33602
Email: will@valueadvisor.net
Office: (813) 397.3656 | Cell: (941) 807.1661 | Fax: (866) 910.8881

Professional Experience

Mr. Rodriguez is the Founder and President of Valuation Advisory Services, Inc. He has performed hundreds of valuations of privately-held companies throughout his career ranging from start-ups to well-established brands. His valuations have been accepted by the Internal Revenue Service, national and regional accounting firms, and also in litigation and/or mediation. He provides valuation and related consulting services for a variety of engagements such as:

  • Estate & Gift Tax Planning and Compliance
  • Financial Reporting (Fair Value)
  • Shareholder Buyout, Dispute, or Litigation Support
  • Economic Damages / Lost Profits
  • Merger & Acquisitions
  • Fairness Opinions
  • Loan Financing Support
  • Employee Stock Ownership Plan (ESOP) Appraisals
  • Intellectual Property – Patents, Trademark/Trade Name, etc.
  • Preferred Stock, Stock Options, Stock Warrants, etc.
  • Exit Planning for Business Owners
  • Start-Up / Capital Raise

Mr. Rodriguez has provided financial valuation and consulting services to publicly traded
companies and private sector clients covering a broad range of industries including:

  • Manufacturing
  • Staffing Services
  • Distribution
  • Consulting
  • Construction / Real Estate
  • Food & Beverage
  • Technology
  • Hospitality
  • Physician Practices
  • Government Contractors
  • Healthcare Services / Medical Products
  • Franchisor / Franchisees
  • Law Firms
  • Auto / Truck Dealerships
  • Insurance Agencies
  • Asset Management
  • Architecture and Engineering
  • Private Equity
  • Transportation
  • Retail

 

Mr. Rodriguez has performed valuations of a variety of entities structures (FLPs, C and S=Corporations, etc…) and also consulting projects including capital raise projects with multiple rounds of financing and various forms of equity ownership. He works closely with the client’s team of advisors to tailor unique solutions to meet the client’s needs.

Work Experience

  • Valuation Advisory Services, Inc. 2015 – Present
    • Founder / President
    • Full Service Valuation Advisory Firm
    • Serving Clients throughout the US
  • Warren Averett, LLC 2008 – 2015
    • Director of Valuation Services – Tampa
    • Practice Leader for Valuation Services for the firm’s 14 office locations.
    • Serving Clients primarily in the Southeast US
  • Various Prior Experience with National, Regional, and Local Firms

Professional Credentials, Affiliations or Memberships

  • Certified Public Accountant (CPA) in the State of Florida
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Forensic & Valuation Section of the AICPA
  • Member, Florida Institute of Certified Public Accountants
  • Certified, Accredited in Business Valuation (ABV) by the AICPA
  • Certified Valuation Analyst (CVA) by NACVA
  • Member, National Association of Certified Valuation Analysts (NACVA)
  • Board Member, Tampa Bay Estate Planning Council
  • Former Board Member, Exit Planning Exchange of Tampa Bay
  • Member, Association of Corporate Growth (“ACG”) – Tampa Chapter
  • Alumni, Tampa Connection, Class of 2011
  • Board Member, The First Tee of Tampa Bay

Education

  • Oklahoma State University, MBA, Concentration in Finance
  • Oral Roberts University, Bachelor of Science Degree, Major in Accounting
  • A Sample of Continuing Education courses attended regarding Valuation include:
    • AICPA National Business Valuation Conference – Multiple Years
    • NACVA Annual Business Valuation Conference – Multiple Years
    • NACVA Merger & Acquisition Workshop
    • Exit Planning Institute – Succession Planning

Speaking or Writing

  • Valuing Your Business & Transition Considerations – Closely-Held Business Owners ;
    October 2012
  • Guest Panelist – Association for Corporate Growth; May 2013
  • Exit Planning Alternatives – Attorneys; October 2014
  • Driving Value in Your Closely-Held Business – Business Owners – February 2015