Our Firm

We are known for our thought leadership in valuation, forensic analysis, and financial opinion services.

Three men sitting around table, two women standing at table

What We Do

Our firm’s reputation is based on more than 50 years of solving our clients’ complex problems with clear, convincing solutions. Our firm’s reputation is also based on our adherence to professional best practices and quality-assurance procedures.

Our Services

Our firm is known for producing the highest quality work on every client engagement. We work with some of the largest companies in the world, from family-owned businesses to Fortune 500 corporations. We serve clients with respect to taxation, complex transaction, and litigation engagements.

Our Analysts

Our analysts have testified in many matters involving valuation and economic damages, including some very high-profile litigations. We have testified in U.S. Tax Court, the International Court of Justice (The Hague), U.S. District Court, and Bankruptcy Court, to name a few. We have also testified in arbitrations, including international arbitrations.

Our Clients

We pride ourselves on being a boutique professional services firm with global recognition. We have clients in all 50 states and around the world.

History of Our Firm

Willamette Management Associates was founded in Portland, Oregon, in 1969 by a group of security analysts and finance academics, including Dr. Shannon Pratt. Our firm was acquired in 1991 by Robert Reilly and Robert Schweihs, formerly of Deloitte & Touche. Under their leadership, we opened our second office in Chicago in 1991, our third office in Atlanta in 1995, and our fourth office in Boston in 2023. We serve our clients nationwide and internationally from our four regional offices.

In 2021, Willamette Management Associates was acquired by Citizens Financial Group, Inc. (NYSE: CFG). We now operate as a subsidiary of Citizens Financial Group.

Initially, our firm specialized in providing public company securities valuations and investment advice. After the 1974 passage of ERISA, we started to offer closely held business valuation services. With roots in academia and investment research, our firm has always focused on state-of-the-art analytical tools and empirical research. Accordingly, our valuations, transaction opinions, and forensic analyses are prepared to withstand rigorous contrarian review, audit and regulatory examinations, and opposing expert challenges within a litigation environment.

Our thought leadership

Over the years, our analysts have authored many well-respected textbooks, along with numerous articles published in prestigious professional journals. We are known for our thought leadership in the world of valuation and forensic analysis.

Our professional services

In broad terms, our firm's professional services are divided among these client needs: taxation-related assistance, forensic analysis and expert testimony, and transaction opinions and advice.

Meet the Team

We are proud of the individual prominence and experience of our analysts. Many of our analysts hold graduate business degrees and such professional credentials as certified public accountant (CPA), accredited in business valuation (ABV), certified in financial forensics (CFF), chartered financial analyst (CFA), certified fraud examiner (CFE), certified valuation analyst (CVA), and/or certified business appraiser (CBA).

Our People