Bill Schoeffler

About Bill Schoeffler

Dynamic and results-driven business consultant with over 25 years of experience in…

Experience

1. Managing Director of Due Diligence

   Sf Diligence

   Nov 2019 — Present · Bend, OR, US

   At SF Diligence, we provide specialized due diligence services for M&A transactions, focusing on the insurance industry. We are a trusted partner for private equity firms and national insurance brokers, delivering detailed and insightful evaluations that support informed decision-making- Led due diligence on over $1 billion in transaction value, focusing on mid-sized insurance brokerages in roll-up strategies- Conducted detailed financial and operational risk assessments, identifying key issues and delivering actionable solutions- Collaborated with cross-functional teams (legal, financial, and operational) to ensure thorough evaluations of acquisition targets- Managed a team of 4 analysts and consultants, ensuring high-quality deliverables and client satisfaction.Key Achievements- Identified risks that led clients to abandon potentially problematic deals, saving them from significant financial exposure- Built strong relationships with clients like Acrisure and Hilb Group, praised for the quality, accuracy, and depth of due diligence reports.Client Testimonials:\"SF Diligence has assisted Acrisure on numerous buyside transactions. Their team is diligent, experienced, and efficient, which is critical to Acrisure’s M&A strategy. Their reports are accurate and comprehensive, and we sincerely value the professional relationship we’ve built.\"— Matt Schweinzger, CFO & Chief Acquisition Officer, Acrisure\"SF Diligence is our go-to partner for due diligence on agency acquisitions. They uncovered a significant issue that caused us to walk away from a deal that would have been very problematic for us. I could not recommend them more highly.\"— R. Judson Elliott, Jr, EVP, Mergers & Acquisitions, Hilb Group

Education

• Loyola Marymount University

  Graduate Level Engineering Classes

• University at Buffalo

  B.S., Aerospace Engineering

• Certified Insurance Counselors

  Certified Insurance Counselor designation

  1995

• NLP of California

  Certified NLP Pracitioner

• American Society of Appraisers

  ASA designation, Business valuation, ASA ethics, Uniform Standards of Professional Appraisal Practice

  1998

• Master NLP (Neuro-Linguistics Programming) Practitioner

  NLP Master Practitioner Training, NLP Master Practitioner Training

  2003 — 2005

Skills

• Life Coaching
• Financial Analysis
• Personal Coaching
• Family Business
• Business Coaching
• Increased Profitability
• Business Analysis
• Small Business
• Budget
• Project Planning
• Seminars
• Business Valuation
• Management Consulting
• Executive Coaching
• Nlp
• Business Planning
• Marketing Strategy
• Insurance
• Communication
• Work Life Balance
• Strategic Planning
• Business Consulting
• Business Acquisition
• Mergers
• Sales and Marketing Planning
• Conflict Resolution
• Business Strategy
• Mergers & Acquisitions
• Business Continuity
• Entrepreneurship
• Team Building
• Coaching
• Sales Management
• Training
• New Business Development
• Public Speaking