CLEAR YOUR WAYWilliamsMarston provides the insight to see you through

Advising pre-IPO, public and private equity-backed companies, WilliamsMarston delivers technical expertise and clear, actionable intelligence to help you make confident decisions, create value and drive successful outcomes.

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Transactions

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Sep 29, 2026

A Conversation with Stephan Choe on What Finance Leaders and CFOs Should Be Asking Now about AI

In this Q&A, Stephan Choe, Accounting Advisory Partner at WilliamsMarston, discusses how CFOs and finance leaders can responsibly harness AI across the finance function. He explores the importance of reliable data, flexible systems and strong governance in turning AI into a meaningful business advantage.

Sep 21, 2026

Section 1202 After the OBBBA: Structuring Opportunities for Technology-Intensive Businesses

The OBBBA’s expansion of Section 1202 has made Qualified Small Business Stock (QSBS) more valuable than ever. Learn how technology-intensive businesses may be able to structure operations to take advantage of enhanced tax benefits and maximize value at exit.

Aug 26, 2026

IRS Ruling Highlights How Companies Can Preserve Valuable Tax Attributes in Bankruptcy

A recent IRS private letter ruling sheds light on several factors that may help companies preserve net operating losses and other tax attributes during a Chapter 11 reorganization. Sarah Lieberman and Stephen Marencik discuss the ruling’s significance and what it means for businesses evaluating restructuring alternatives.

Jul 27, 2026

Tax Notes: Common Corporate Tax Issues in Up-C Structures

Aug 13, 2026

Private Credit’s Real Test Is Valuation

Jul 9, 2026

Tax Considerations Across the Biotech Lifecycle: Reverse Mergers as a Path to Going Public – Opportunities and Risks

What’s the WM Difference?

WilliamsMarston places client success at the heart of everything we do. From dedicated senior-level involvement in every engagement to specialized teams, our accounting, tax, technology, transaction and valuation experts pair Big Four experience with strong technical expertise to deliver unparalleled perspective, practical advice and effective solutions that accelerate impact.

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“I could not have made it through our initial public offering without the team from WilliamsMarston to field so many complicated issues. You have been fantastic, and it’s been a pleasure to reach this milestone with you!”Chief Financial Officer
IPO Company

Valuation

Find out how WM simplified a $1 billion company’s valuation complexities in pursuit of rapid expansion and IPO readiness.

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“I wanted to share my thanks for all the work WilliamsMarston did. Thanks to your great work, I felt confident going into the audit prepared.”VP Finance
Private Company

Corporate Tax

Discover how WM helped a $2 billion manufacturing company operating in 30 countries achieve a timely tax provision filing while operating on a tight deadline.

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“I am sure we had one of the most complicated preferred stock conversions at our IPO than any other company. We appreciated your help. You made us look good, and we look forward to continuing to work with you.”Chief Financial Officer
IPO Company

Mergers & Acquisitions

Learn how WM assisted a $250 million public company in acquiring a foreign entity, necessitating the first-time audit of five separate entities under U.S. GAAP.

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“I cannot thank you enough for all your hard work on this mission critical project. You have been an absolute pleasure to work with and your work has been more than excellent.”Director of Revenue
Public Company

Private Equity

Learn how WM enabled a private equity firm’s successful exit through the close of a large acquisition for a $250 million portfolio company while integrating prior acquisitions and supporting the annual audit.

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Life at WM

Here at WM, success is personal. We invest in our teams, creating opportunities to learn continuously, work with purpose and develop a fulfilling career.

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Work alongside exceptional colleagues. At WM, you will collaborate on projects with team members from diverse backgrounds, learning new skills and gaining experience to help you at every stage of your career.

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BRING US YOUR CHALLENGES

Gain the insight to drive transformational outcomes. WilliamsMarston’s accounting, tax, technology, transaction and valuation services will help you navigate your most complex challenges and see you through to success.

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