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Willamette Management Associates

Thought leaders in the fields of valuation, forensic analysis, and transaction financial advisory services.

Founded in 1969, Willamette Management Associates, a Citizens company provides valuation analyses, damages and other forensic analyses, and transactional opinions. We provide these services in matters related to taxation, transactions, and litigation. Our clients range from substantial private compa­nies to Fortune 500 multinational corporations and include the legal community, family offices, financial advisors, and government and regulatory agencies.

Practice Areas

valuation-and-related-services
Valuation & Related Services
forensic-analysis
Forensic Analysis & Expert Testimony
financial-opinion-services
Financial Opinion Services
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About Our Firm

We are known for our thought leadership. Our firm’s reputation is based on more than 50 years of solving our clients’ complex problems with clear, convincing solutions. Our firm’s reputation is also based on our adherence to professional best practices and quality-assurance procedures.
Our People Careers

Contact Us

We look forward to an opportunity to assist you — please contact our nearest office or contact one of our people directly from the Our People page.

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Chicago Office

8600 West Bryn Mawr Avenue
Suite 950N
Chicago, Illinois 60631
(773) 399-4300
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Atlanta Office

1355 Peachtree Street N.E.
Suite 1470
Atlanta, Georgia 30309
(404) 475-2300
portland skyline

Portland Office

111 S.W. Fifth Avenue
Suite 1900
Portland, Oregon 97024
(503) 222-0577
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Boston Office

28 State Street
MS 1575
Boston, Massachusetts 02109
(617) 488-1500

Perspectives & Announcements

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Perspectives

April 2025 Perspectives

Editors for the issue: Timothy J. Meinhart and Nathan P. Novak

  • Nuances with Respect to Valuing a Controlling Ownership Interest
  • Proposed Regulation Changes to Circular 230
  • Estate Planning and Buy-Sell Agreements After the Connelly Decision
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Press Release

Willamette Management Associates, a Citizens company Announces Promotions

Willamette Management Associates is pleased to announce that six members of our firm have been promoted in 2025.
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Perspectives

January 2025 Perspectives

Editor for the issue: Scott R. Miller

  • Key Considerations in the Valuation of Carried Interest from a Tax Perspective
  • Providing Support and Rationale for the Estimation of a Company-Specific Risk Premium
  • Comparison of the Business Valuation Development Standards Among Organizations
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Perspectives

October 2024 Perspectives

Editor for this issue: Jesse J. Gillett

  • Key Considerations in the Valuation of Carried Interest from a Tax Perspective
  • Digging in the Dirt: Performing Forensic Analysis of Financial Records for Valuation Purposes
  • Jointly Retained Valuation Engagements: A Road Map for Trust and Cooperation
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Perspectives

July 2024 Perspectives

Editor for this issue: Brent A. McDade

  • Speculative, Viral, and Volatile: Valuation Considerations for Cryptocurrency Assets
  • Company Stock Repurchases at Fair Market Value May Deliver Value Accretion for Remaining Shareholders
  • Qualified Appraisals and Charitable Contribution Deductions: The Lessons of Hoensheid
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Perspectives

April 2024 Perspectives

Editors for this issue: Nathan P. Novak and Timothy J. Meinhart

  • Control Considerations in the Valuation of a 50 Percent Ownership Interest
  • The Expatriation Tax: How to Present Assets to the IRS When You Say Goodbye to the United States
  • The Valuation of Controlling Ownership Interests in the Context of Gift Tax Planning
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