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Will Montgomery CPA

TAS Manager

Charlotte, NC
Transaction Advisory Services,


As a Manager in the Transaction Advisory Practice, Will focuses on performing accounting due diligence services in connection with buy-side and sell-side transactions. Areas of focus include evaluating the quality of earnings, quality of assets, working capital and key transaction issues.

Will primarily assists private equity groups, corporate strategic buyers and other investors with buy and sell-side transactions, as well as closely held and family owned businesses seeking to raise capital or sell their businesses. He serves clients in a variety of industries, including manufacturing and distribution, technology, healthcare and professional services. Typical transactions involve companies with revenues ranging from $10 million to $250 million and enterprise values up to $500 million.

Professional and Civic Organizations

North Carolina Association of Certified Public Accountants


Master of Accountancy
The College of Charleston
Charleston, SC