Capital raises, M&A and restructuring
For high-net-worth ventures.
President, CeFO
Bill
Bill
Shenkin
Family Office Leader & Partner, Numera, with over 35 years of experience acting as Chief Financial Officer for high-net-worth families and businesses and providing strategic guidance.
35+ years
Chief Financial Officer experience for high-net-worth families
and businesses
Registered CPA
Certified Information Technology Professional
Family office leadership and strategic guidance
Strategic financial oversight for high-net-worth families
and businesses.
Interim CFO services, M&A negotiation and deal structuring, capital strategy and investor communications, and high-net-worth family office advisory.
Over 35 years of experience
Registered CPA
Certified Information Technology Professional
M.A. in Accounting - Florida Atlantic University
CEO of the Year - Business News, 2018
Top 40 Under 40 - Denver Business Journal, 1999
Over 35 years of experience
Registered CPA
Certified Information Technology Professional
M.A. in Accounting - Florida Atlantic University
CEO of the Year - Business News, 2018
Top 40 Under 40 - Denver Business Journal, 1999
Areas of
advisory focus.
Strategic financial oversight, transaction-driven leadership, interim CFO services, and high-net-worth family office advisory.
Cross-sector CFO leadership
Experience spanning real estate, sports, entertainment, transportation and fitness.
Acquisitions and funding rounds
Led acquisitions, funding rounds and investor negotiations.
Acting CFO leadership
Acting CFO for National Geographic IMAX, global fitness clubs and major artists.
Interim CFO services
Chief Financial Officer services for high-net-worth families and businesses.
M&A negotiation
M&A negotiation and deal structuring.
Investor communications
Capital strategy and investor communications.
High-net-worth family office advisory
Strategic guidance for high-net-worth families and businesses.
Transaction-driven leadership
Capital raises, acquisitions, funding rounds, M&A, restructuring and investor negotiations.
35+
Years of experience
$100M+
Average net worth; trusted by ultra-high-net-worth families
2018 / 1999
CEO of the Year / Top 40 Under 40 recognition years
About
Bill.
Bill Shenkin is a seasoned CPA with over 35 years of experience specializing in acting as Chief Financial Officer for high-net-worth families and businesses and providing strategic guidance.
His focus areas include strategic financial oversight for capital raises, M&A and restructuring; CFO leadership across real estate, sports, entertainment, transportation and fitness; and transaction-driven work involving acquisitions, funding rounds and investor negotiations.
His high-profile interim roles include acting CFO for National Geographic IMAX, global fitness clubs and major artists. He engages through interim CFO services, M&A negotiation and deal structuring, capital strategy and investor communications, and high-net-worth family office advisory.
Credentials
- Registered CPA
- Certified Information Technology Professional
Education
- M.A. in Accounting, Florida Atlantic University
Leadership
- President, CeFO
- Family Office Leader & Partner, Numera
- Acting CFO for high-net-worth families and businesses
Recognition
- CEO of the Year, Business News (2018)
- Top 40 Under 40 Business People, Denver Business Journal (1999)
Discuss your
requirements.
Speak with Bill about interim CFO services, M&A negotiation and deal structuring, capital strategy and investor communications, or high-net-worth family office advisory.
