Chad Kirkland
Vice President
773-399-4323
Chad Kirkland is a vice president with Willamette Management Associates. Chad has valued the following types of business entities and securities: closely held corporation business enterprises, closely held corporation noncontrolling ownership interests, various classes of common and preferred stock, general and limited partnership interests, and limited liability company interests. He has prepared valuation and economic analysis for the following purposes: taxation planning and compliance (federal income, gift, and estate tax; state and local property tax; transfer tax), financial accounting and reporting, restructuring and reorganization, asset impairment analyses, economic damages analyses, shareholder disputes, strategic information and corporate planning, reasonableness of compensation analyses, and nonprofit organization regulatory compliance.
Chad has performed business and intangible asset valuations, economic analyses, and/or financial advisory services for clients in the following industries: auto parts manufacturing and distribution, automobile dealerships, business travel management services, chemicals manufacturing, electrical testing and maintenance, employment and recruitment agency services, fleet leasing and management, food brokerage and distribution, global travel agency services, home improvement product retailing and manufacturing, internet domain name services, insurance agencies and brokerages, insurance and reinsurance underwriting, investment banking securities dealing, investment holdings, medical research services, mortgage services and technology, oil and gas equipment manufacturing, payment processing services, personal cosmetic products, real estate development, real estate services, and sporting goods retailing
Previous Experience
Before joining Willamette Management Associates, Chad served as a manager in the valuation and modeling practice at Grant Thornton LLP. While at Grant Thornton, Chad managed complex business valuation and engagements, and provided financial advisory consulting services, for corporate and individual clients both large and small. Chad previously served as an officer at Northern Trust where he provided investment risk and analytical consulting services to institutional investors and family offices. Prior to working at Northern Trust, Chad was a senior business and financial analyst in the medical device business unit at Cerner Corporation.
Education
Master of Science, finance, Owen Graduate School of Management, Vanderbilt University
Bachelor of Science, banking & finance and applied critical thought & inquiry, William Jewell College