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Keegan Pando

Keegan M. Pando photo

Keegan M. Pando Senior Associate

Keegan Pando is a senior associate of Willamette Management Associates. His practice includes business valuation, economic analysis, and financial opinion services.

Biography

Keegan performs the following types of valuation and economic analysis assignments: merger and acquisition, business and stock, stock option, forensic analysis, transfer pricing, estate tax, transfer tax, intellectual property, marital dissolution, lost profits/economic damages, and appraisal review.

He prepares these valuation and economic analyses for the following purposes: taxation planning and compliance (federal income, gift, and estate tax; state and local property tax; and transfer tax), forensic analysis and dispute resolution, strategic information and corporate planning, employee stock ownership plan (“ESOP”) transaction and financing, and ESOP-related litigation.

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

Keegan was an intern with Three Hill Capital Partners in Boston, Massachusetts, prior to joining the firm as an associate.

Education

  • Master of Science in commerce with a concentration in finance from the University of Virginia
  • Bachelor of Arts in international and global studies with a concentration in Middle East studies from Middlebury College

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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
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Perspectives

October 2023 Perspectives

  • Preferred Equity in a Rising Interest Rate Environment
  • Considerations for Valuing the Stadium Seat Licenses of Sports Teams for Estate Tax Purposes
  • Convertible Bonds as a Component of a Company’s Capital Structure
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