CONTACT
Charles
Wilhoite
Charles Wilhoite CPA
Managing Director
111 S.W. Fifth Avenue, Suite 2150
Portland, Oregon, 97204
503-243-7500

For a detailed curriculum vitae, please contact Charles Wilhoite.

Charles Wilhoite is a managing director of Willamette Management Associates, based in our Portland, Oregon, practice office. He is also national director of the firm's tax-exempt entity and health care services practice.

Charles has performed the following types of valuation assignments: merger and acquisition valuations, post-acquisition purchase price allocations, business and stock valuations, ad valorem property tax valuations, forensic analyses, ESOP feasibility studies and employer stock valuations, and economic damages calculations.

Charles also has particular expertise in the valuation and economic analysis of professional practices, with a heavy concentration in the health care field. He has testified throughout the country with regard to valuation and economic issues across a variety of industries, including a wide variety of health-care-related matters.

Charles has performed business, stock, and intangible asset valuations for clients in the following industries: accounting and consulting, alcoholic and nonalcoholic beverage, apparel, automobile dealerships, automobile parts distribution, banking and finance, construction and contracting, consumer finance, distribution, education, equipment leasing, food service, forest products, health care, insurance, leasing, manufacturing, medical and dental practice, printing, publishing, railroads, retailing, shipping, television broadcasting, textiles, transportation and trucking, and wholesaling.

In addition, Charles has estimated the value and/or remaining useful life for the following types of intangible assets: bank customers-deposit, loan, trust, and credit card; certificates of need; computer software; customer relationships; employment contracts; favorable leases; franchise agreements; going concern; goodwill; medical charts and records; noncompete covenants; patent applications; royalty agreements; trained and assembled workforce; and trademarks, service marks, and trade names.

PREVIOUS EXPERIENCE
Before joining Willamette Management Associates, Charles was a senior auditor for KPMG, an international accounting and consulting firm. At KPMG, Charles specialized in audits in the following industries: automobile, banking and financial institutions, government, health care, manufacturing and construction, lumber, retail, and real estate.

EDUCATION
Bachelor of Science, accounting, Arizona State University

Bachelor of Science, finance, Arizona State University

PROFESSIONAL DESIGNATIONS/AFFILIATIONS
Certified Public Accountant (CPA)-Oregon State Society of Certified Public Accountants
Accredited in Business Valuation (ABV)-American Institute of Certified Public Accountants
Certified in Financial Forensics (CFF)-American Institute of Certified Public Accountants
Accredited Senior Appraiser (ASA)-American Society of Appraisers (Business Valuation)
Certified Management Accountant (CMA)-Institute of Management Accountants
Certified in Financial Management (CFM)-Institute of Management Accountants
Chartered Global Management Accountant (CGMA)- American Institute of Certified Public Accountants
Certified Business Appraiser (CBA)-Institute of Business Appraisers
Certified Valuation Analyst (CVA) -National Association of Certified Valuation Analysts

Charles is also a member of the Oregon Society of CPAs, the ESOP Association, and the American Health Lawyers Association. Charles served as the conference chairperson for the American Society of Appraisers 20th Annual Advanced Business Valuation Conference. Charles is a member of the AICPA ABV Credential Committee. Charles served on the AICPA FVS 2013 Conference Planning Committee, and is a member of the ASA Health Care Special Interest Group (HSIG) subcommittee.

Charles serves/served on the following boards of directors:

Oregon Health & Science University, Past Chair
Oregon Health & Science University Medical Group
The Portland Business Alliance, Past Chair
The Portland Development Commission, Past Chair
Oregon Children's Foundation-SMART, Past Chair
The Urban League of Portland, Past Chair
Jesuit High School
Portland State University Foundation
The Nature Conservancy
The Oregon State Bar
Meyer Memorial Trust
U.S. Bank of Oregon
Federal Reserve Bank of San Francisco Economic Advisory Council