William Harris, ASA, CFA

Will is an Accredited Senior Appraiser and Chartered Financial Analyst with 20 years of experience in business valuation, economic damages, and litigation support throughout Florida and nationally. He leads business valuation and economic damages engagements involving closely held businesses, professional practices, early-stage companies, thinly traded public companies, intangible assets, and complex financial instruments. His experience includes valuing stock options, warrants, preferred stock, debt securities, and intangible assets across industries including construction, health care, financial institutions, manufacturing, transportation, retail and restaurants, and professional services.

His valuation, economic damages, and litigation support work includes shareholder and partnership disputes, family law matters, lost profits and other business damages, buy-sell agreements, financial reporting, estate and gift tax matters, employee stock ownership plans, business acquisitions and sales, malpractice, wrongful termination, and breach of contract matters. He also performs reasonable compensation analyses for tax and non-tax purposes. Will is retained by plaintiffs and defendants and regularly serves as a mutually agreed-upon or court-appointed neutral expert. He has been qualified as an expert witness in Florida state and federal courts, has testified in arbitration proceedings in Florida and New York, and has been appointed by Florida courts as a business valuation expert.

Will is also a published author and frequent lecturer on business valuation topics. His work has appeared in Business Valuation Review, Business Valuation Update, and Trusts & Estates, and he has contributed to the fourth, fifth, and sixth editions of Understanding Business Valuation.

Publications

• Contributing author, Understanding Business Valuation: A Practical Guide to Valuing Small to Medium-Sized Businesses, fourth edition (AICPA, 2012), fifth edition (AICPA, 2017), and sixth edition (Business Valuation Resources, 2022)
• "IRS Qualified Appraisal Rules: Lessons From the Estate of Hoensheid v. Commissioner," Trusts & Estates, February 2025
• "Valuation of Real Estate Interests in Tiered Entities" (co-author), Trusts & Estates, February 2024
• "Valuation Considerations in High Inflationary Environments," Business Valuation Update, October 2022
• "Trugman Valuation Associates, Inc. (TVA) Restricted Stock Study," Business Valuation Review, Fall 2009, and "Trugman Valuation Associates, Inc. (TVA) Restricted Stock Study: An Update," Business Valuation Review, Winter 2011

Speaking

• Business Valuation Resources webinars, 2022 through 2025: cost of capital, marketability discounts, regression analysis in valuation, and valuation in high-inflation environments
• Minnesota Society of CPAs Business Valuation Conference, 2024: valuation of interests in tiered entities; regression analysis in business valuation

Professional organizations and service

All principals