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Grant Crum

Grant R. Crum photo

Grant R. Crum Senior Associate

Grant R. Crum is a senior associate of Willamette Management Associates.

Biography

Grant performs the following types of valuation and economic analysis assignments: valuation of businesses and fractional ownership interests in businesses, economic damages analysis, and appraisal reviews.

He has performed these assignments for the following purposes: taxation planning and compliance (federal income, state, and local property tax), litigation support, dispute resolution, and strategic information and planning.

He performs these valuations for the following types of business entities and securities: closely held corporation business enterprises, closely held corporation noncontrolling ownership interests, various classes of common/preferred stock, general and limited partnership interests, professional service corporations, professional practices, and limited liability companies.

Previous Experience

Before joining Willamette Management Associates, Grant interned at Northwestern Mutual during college. After graduating from college, Grant began an MBA from the University of Chicago Booth School of Business.

Education

  • Bachelor of Arts in public policy with a specialization in finance, University of Chicago

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Perspectives & Insights
Perspectives

April 2024 Perspectives

  • Control Considerations in the Valuation of a 50 Percent Ownership Interest
  • The Expatriation Tax: How to Present Assets to the IRS When You Say Goodbye to the United States
  • The Valuation of Controlling Ownership Interests in the Context of Gift Tax Planning
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Perspectives

January 2024 Perspectives

  • The Applicability of Discounts for Lack of Marketability on Controlling Ownership Interests
  • Higher Interest Rates and Tax Exemptions May Maximize Benefits in Gift and Estate Tax Planning
  • Key Person Considerations When Valuing Private Companies in a Gift and Estate Tax Context
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Perspectives

July 2023 Perspectives

  • Understanding the Implications of Cecil v. Commissioner
  • How to Properly Use Asset Transactions in the Guideline Merged and Acquired Company Method
  • Getting the Most out of Every Engagement
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