2017

January
Portland, OR

Willamette Management Associates is pleased to announce that John Ramirez has joined the firm as a vice president in our Portland office. John worked for Willamette Management Associates for 10 years until February 2016. We are pleased that John will once again join our firm. John’s practice will focus on property tax valuations, transfer pricing analyses, and other taxation-related valuation engagements. John also has significant experience in valuations performed for bankruptcy and reorganization purposes. READ MORE


2016

June
Chicago, Il

nsights, the business valuation journal published quarterly by Willamette Management Associates, received a publication award the APEX 2016 Award of Excellence competition. The APEX Awards for Publication Excellence are presented based on an annual competition for writers, editors, publication staffs, and business and nonprofit organization communicators.


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SEP
Chicago, Il

Willamette Management Associates is pleased to announce that one of our firm managing directors will deliver the keynote address at the Chartered Accountants of Australia and New Zealand national valuation and forensic accounting conference in September. In 2016, this biannual international accounting conference will be held at the Crown Hotel in Melbourne, Australia.

Robert F. Reilly, CPA, will deliver three presentations at this international conference. First, Robert will present the conference keynote address entitled “The Benefits of Professional Standards for Chartered Accountant Valuation Specialists.” Second, Robert will present the conference dinner speech entitled “If I Could Do It All Over Again (What Would I Change?).” And, third, Robert will present a post-conference valuation specialist workshop entitled “Intangible Asset Valuation Approaches, Methods, and Procedures.”


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2015

JUN
Chicago, Il

Insights, the business valuation journal published quarterly by Willamette Management Associates, received a publication award in the APEX 2015 Award of Excellence competition. The APEX Awards for Publication Excellence are presented based on an annual competition for writers, editors, publication staffs, and business and nonprofit organization communicators. International in scope, the APEX competition recognizes outstanding publications ranging from institutional newsletters and magazines to corporate annual reports, brochures, and websites.
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FEB
Chicago, Il

Willamette Management Associates is pleased to announce that Shawn Fox has joined the firm as a managing director in our Chicago office.

Shawn will serve as managing director of the Willamette Management Associates forensic analysis and litigation services practice. He has nearly 20 years of experience in managing and directing the analysis and forensic investigative efforts related to complex commercial litigation and investigative matters. As a certified public accountant, Shawn provides dispute advisory and litigation, fraud and forensic accounting investigative, and valuation services to commercial organizations and to their counsel.
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JAN
Chicago, Il

Willamette Management Associates is pleased to announce the publication of the revised edition of Guide to Intangible Asset Valuation. This 745-page hardcover book was authored by firm managingb directors Robert F. Reilly and Robert P. Schweihs. The book is published by the American Institute of Certified Public Accountants (AICPA).
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2014

NOV
Portland, OR

Terry Whitehead Joins Willamette Management Associates Portland, OR (November 2014) – Willamette Management Associates is pleased to announce that Terry Whitehead has joined the firm as a manager. In this capacity, Terry will provide business valuations, forensic analysis, and financial opinion services. Terry previously worked for Willamette Management Associates from 1996 to 2008 and returns to Portland as the office director.
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SEP
Atlanta, GA

Curtis Kimball, a managing director in our Atlanta office and our national director of wealth management valuations, was recently honored by the Atlanta Society of Finance and Investment Professionals (ASFIP)in their Spotlight on Volunteers. The ASFIP honored Curt and his wife Marilyn as “Mr. and Mrs. CFA.” Curt and Marilyn, both chartered financial analysts (CFAs), have been volunteering for various national and local CFA organizations since the early 1980s. To read the full article, click here.
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AUG
Atlanta, GA

Atlanta, GA (August 2014) – Willamette Management Associates is pleased to announce that John Elmore has joined the firm as a manager. In this capacity, John will provide valuation consulting, forensic analysis, and litigation support services.
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AUG
Chicago, IL

Kevin Zanni, a manager in our Chicago office, was interviewed for the second time on NPR’s Marketplace program on August 18, 2014, regarding the sale and value of the LA Clippers. To listen to the interview, click here.

AUG

A review of the book, Guide to Intangible Asset Valuation, authored by our managing directors, Robert F. Reilly and Robert P. Schweihs, and published by the AICPA, appeared in the August/September 2014 issue of Financial Valuation and Litigation Expert Journal. The review was written by Roger Grabowski. It is reprinted with permission from the Financial Valuation and Litigation Expert Journal, August/September 2014, published by Jim Hitchner’s Valuation Products and Services, valuationproducts.coms
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JUN
Chicago, IL

Frank “Chip” Brown was quoted in the Sunday, June 22, 2014, edition of the Wall Street Journal in an article titled “U.S. Increases Scrutiny of Employee-Stock-Ownership Plans.” The article discusses the increase in lawsuits involving employee stock ownership plans (ESOPs) by the Department of Labor. These lawsuits often involve the valuation of employer stock in ESOPs. Chip Brown and other Willamette Management Associates analysts routinely value employer stock for ESOP transactions and for annual ESOP valuations required by the Department of Labor. To read the article, click here (subscription to Wall Street Journal required).
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JUN
Chicago, IL

Insights, the business valuation journal published quarterly by Willamette Management Associates, received a publication award in the APEX 2014 Award of Excellence competition.
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APR
Chicago, IL

Kevin Zanni, a manager in our Chicago office, was interviewed on NPR’s Marketplace program on April 30, 2014, regarding the valuation of sports teams. The interview focused on the possible sale of the LA Clippers. To listen to the interview, click here.

MAR
Portland, OR

Charles Wilhoite, CPA, a managing director of our firm and director of our tax-exempt entity and health care services practice, was recently appointed to a three-year term on the Federal Reserve Bank of San Francisco’s Economic Advisory Council (EAC), beginning January 2014. This appointment was discussed in a recent Oregonian article. Charles is the only member of the Economic Advisory Council from the state of Oregon. We congratulation Charles on this very prestigious appointment!

MAR
Chicago, IL

Robert Reilly, a managing director of our firm, was quoted in a recent article in InvestmentNews. The article by Darla Mercado was titled “Michael Jackson v. IRS: Thriller Battle over Value of the Estate.” It discussed, among other things, the difference in value placed on Michael Jackson’s likeness between the estate and the IRS (a difference of over $400 million). Robert stated that “Everyone agrees on the methodology [of using the income method], but it's the inputs in the methodology that they disagree over. The key input is: What's the remaining life on the brand?” The article, available to subscribers only, is available at http://www.investmentnews.com.

FEB
Atlanta, GA

Frank “Chip” Brown, director of our Atlanta office, was quoted in a recent article on the Bloomberg BNA website. The article by Jacklyn Wille was titled “DOL Enforcement Strategy Targets Problems in ESOP Valuations, Speaker Says.” It discussed, among other things, blind reliance on management projections. Chip pointed out that while appraisers have a duty to seek out “adequate and reliable data,” they could run into problems if they disregard projections prepared by management in favor of their own projections. “You need to do your own due diligence and you need to look at comparisons in the industry,” Brown said of appraisers. “[But] if you create the projections instead of management, my experience is that you're going to lose in a court case, because the judge is going to ask you if you know more than the company knows.” The article, available to subscribers only, is available at http://benefits.bna.com.