William Cooper, CPA
Partner
Top 5 Things to Know About William
- Advises clients through business formation, growth, and transition planning
- Works extensively with medical practices, private equity, and venture capital firms
- Helps owners and investors with tax strategy, financing, and exit planning
- Brings more than 30 years of public accounting experience
- Known for being accessible, strategic, and closely involved in client operations
William Cooper works closely with business owners, investors, and management teams to provide guidance at every stage of a company’s lifecycle, from formation and growth to transition and exit. Clients value his hands-on approach, strategic thinking, and commitment to understanding how their businesses operate so he can offer practical, well-timed advice.
His experience includes advising pass-through ventures in medical practices, private equity and venture capital, real estate, manufacturing, and wholesale distribution. William helps clients navigate sophisticated tax planning, financing, assurance, business expansion, and exit strategies. He also works with owners and investors on structuring decisions, mergers and acquisitions, operational improvements, and long-term planning to grow and protect earnings over time.
For many clients, William serves as a trusted first call on both business and personal planning matters, helping them think ahead and build the right team of advisors around them.
- Business Formation & Transition
- Pass-Through Entity Planning
- Medical Practice Advisory
- Private Equity Advisory
- Venture Capital Advisory
- Exit Planning
- Certified Public Accountant (CPA)
- Bachelor’s Degree in Accounting, Lehigh University
- Registered Investment Advisor
- Member, American Institute of Certified Public Accountants
- Member, New England Society of CPAs
- Trustee for many of his clients
I’m not going to wait until I retire to start living. Life is short. I always strive to have the best of both worlds: to always be there for my clients and to be fully present in my personal life. The way I look at it, I am living my ideal.
William has run several marathons with his wife and values the memorable experiences they have had raising money along the way. He and his family enjoy traveling and attending sporting events together, and he also enjoys golf and tennis.