Bill Lay structures and manages financial services programs, including:

• Partner Capital Loans
• Executive Shareholder Financing
• Advisory-Based Investing
• Residential Lending

Programs reflect benefits a sponsoring company offers to its professionals in attracting and retaining talent, to enabling executives’ ownership in their company. 

Clients range from successful regional-based firms to the largest professional service firms. 

Background:

• On-Going teaching of Independence Compliance
• Long-tenure advising companies on financial service programs
• Education: Lake Forest College, Northwestern University, London School of Economics.