8600 West Bryn Mawr Avenue, Suite 950N
Chad Kirkland is a manager with Willamette Management Associates. Chad has valued the following types of business entities and securities: closely held corporation business enterprises, closely held corporation noncontrolling ownership interests, various classes of common and preferred stock, general and limited partnership interests, and limited liability companies.
He has prepared valuation and economic analysis for the following purposes: taxation planning and compliance (federal income, gift, and estate tax; state and local property tax; transfer tax), restructuring and reorganization, asset impairment analyses, economic damages analyses, shareholder disputes, strategic information and corporate planning, reasonableness of compensation analyses, and nonprofit organization regulatory compliance.
Chad has performed business and intangible asset valuations, economic analyses, and/or financial advisory services for clients in the following industries: auto parts manufacturing and distribution, automobile dealerships, chemicals manufacturing, employment and recruitment agency services, fleet leasing and management, food brokerage and distribution, global travel agency services, internet domain name services, home improvement product retailing and manufacturing, insurance and reinsurance underwriting, investment banking securities dealing, investment holdings, medical research services, mortgage services and technology, oil and gas equipment manufacturing, real estate development, real estate services, and sporting goods retailing.
Before joining Willamette Management Associates, Chad was an officer at Northern Trust. At Northern Trust, he provided investment risk and analytical consulting services to institutional investors and family offices. Prior to working at Northern Trust, Chad was a senior business analyst in the medical device business unit at Cerner Corporation.
Master of Science, finance, Owen Graduate School of Management, Vanderbilt University
Bachelor of Science, banking & finance and applied critical thought & inquiry, William Jewell College