Now considering
two to three paid board engagements for 2026
Board Services
The Director
Who Has Been in Every Seat at the Table.
Most boards have to assemble their financial expertise, founder perspective, transaction experience, and family-office fluency from several different people. Bill Shenkin brings all of it in a single seat — a CPA and founder who has built, run, and sold two firms across 25 years, guided more than $2 billion in transactions, and advised families from $20 million to over $1 billion in net worth.
Two
Firms Built & Sold
CPA · CITP
E&Y Trained
Two
Firms Built & Sold
CPA · CITP
E&Y Trained
$2B+
Transactions Guided
$20M–$1B+
Family Offices Advised
$2B+
Transactions Guided
$20M–$1B+
Family Offices Advised
Now considering
two to three paid board engagements for 2026
Why Bill?
Six Reasons He Belongs
in Your Boardroom.
A board seat is about judgment under pressure. Bill's was built over four
decades of doing the work — owning it, financing it, and selling it — not
studying it from the outside.
CPA
CPA + CITP with a Master's in Accounting and Ernst & Young training — four decades of fiduciary rigor and financial-reporting fluency.
Founder
Founded and led his own national financial advisory firm, CeFO. He has sat in the CEO's chair and carried the weight of ownership — not just advised it.
Sold Two Firms
Two successful exits, 25 years apart — Shenkin Kurtz Baker & Co. to CBIZ in 1997, and CeFO to Numera in 2024. Very few directors have done it once, let alone twice.
Public Company Experience
National partner at CBIZ, and interim CFO across a National Geographic IMAX company's international subsidiaries — fluent in public-company scrutiny and scale.
PE Transaction Experience
Has guided companies through more than $2 billion in transactions and sat on both sides of the deal table — diligence, valuation, structure, and integration.
Family Office Experience
Has advised families from $20 million to more than $1 billion in net worth — uncommon fluency in family wealth, governance, and the dynamics that make or break succession.
Board Expertise
Where Bill Adds
the Most Value.
The committees and questions where a board most needs a financial operator
who has lived the decisions.
Audit Committee
Financial-reporting integrity, internal controls, and risk — read through a CPA's lens.
Finance Committee
Capital structure, forecasting, and the financial discipline that lets a company scale.
M&A Oversight
Diligence, valuation, and deal structure from someone who has bought, built, and sold.
Governance
Board process and fiduciary duty — kept strategic and substantive, not theatrical.
Succession Planning
Leadership continuity and ownership transition, planned before it becomes urgent.
Family Business Governance
Aligning family, ownership, and management — where most family enterprises stall.
Ideal Board Opportunities
Where He Fits Best.
Bill is most valuable to organizations where financial leadership, ownership
transition, and growth decisions sit at the center of the board's work.
PE-Backed Companies
An independent voice fluent in both the sponsor's economics and the management team's reality.
Founder-Led Companies
A director who has been the founder and knows what the seat feels like from the inside.
Family-Owned Businesses
Governance that respects the family while protecting the enterprise.
Professional Services Firms
Built, scaled, and sold two of them — he knows the model intimately.
Sports & Fitness Businesses
From the Colorado Rockies financial model to a lifetime as an Ironman triathlete.
Board Engagements — 2026
Considering two to three board seats this year.
If you're a PE sponsor, family office, or search firm looking for a director who has been the CFO, the founder, and the seller in one seat — start with the bio and resume, then let's talk.
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