Charles Wilhoite CPA
Managing Director and Leader of Tax-Exempt Entities and Health Care Valuation Services Practicecawilhoite@willamette.com
111 S.W. Fifth Avenue, Suite 2150Portland, Oregon, 97204
For a detailed curriculum vitae, please contact Charles Wilhoite.
Charles Wilhoite is a managing director with Willamette Management Associates. In addition to his work on all types of valuation engagements for the firm, he is also the leader of our 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.
Bachelor of Science, finance, Arizona State University
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: