Peter Wheeler

Education

Baylor University
M.B.A.
B.B.A. in Economics and Finance

Years of Experience

25 Years

Industry Expertise

Life Sciences, Technology

Big Four Alma Mater

Deloitte

Peter Wheeler

Partner – Valuation

Peter brings more than 25 years of valuation advisory experience to WilliamsMarston. His extensive valuation expertise includes financial reporting matters such as mergers and acquisitions, purchase price allocations, goodwill and intangible asset impairments, stock-based compensation, complex debt and equity instruments, tax reporting matters such as 409a and intellectual property valuations as well as litigation matters, solvency and fairness opinions. Peter has performed more than 1,500 valuations during his career, more than half of which were performed for public companies. His broad industry experience includes technology, life sciences and many others.

Prior to WilliamsMarston, Peter was a Partner with Bay Valuation Advisors, LLC (“BVA”) for more than 12 years. While at BVA, Peter advised numerous clients ranging from early-stage venture backed entities to Fortune 100 companies with their complex valuations for financial, tax reporting and litigation matters. Prior to BVA, he was a Partner in Deloitte LLP’s Financial Advisory Services practice where he served at various times as the Northern Pacific Region’s Valuation Practice Unit Leader and the National Valuation Practice’s Technology Industry Sector Leader. During his 15-year career at Deloitte, Peter’s role involved providing services to many of the largest technology companies in the world. He was also actively involved in serving a number of privately-held venture backed companies from early stage through sale or IPO. Prior to Deloitte, Peter held positions in the valuation services practice of Coopers & Lybrand and in the litigation and reorganization services practice of Peterson Consulting LP.

Peter was a key member of the AICPA task force responsible for the issuance of the seminal Technical Practice Aid entitled “Valuation of Privately-Held-Company Equity Securities Issued as Compensation” in 2004. He holds a Master of Business Administration Degree from the Hankamer School of Business at Baylor University, and a Bachelor of Business Administration Degree with double majors in Economics and Finance from Baylor University.