J. McKay Halverson

Biography

McKay 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, appraisal review, lost profits and economic damages, and marital dissolution.

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

Before joining Willamette Management Associates, McKay was an associate at Resurgens Technology Partners in Atlanta, Georgia.

Education

• Bachelor of Science in finance, with a minor in mathematics, from Brigham Young University.