Recent Articles
Solvency Opinions and Concerns about Fraudulent Conveyance in Leveraged Transactions
Redstone v. Commissioner: Service Examines Gift Made 41 Years Earlier
Section 409A Considerations and Close Corporation Stock Option Valuations
The Estate of Gallagher: The Tax Court’s Valuation Is a Smorgasbord
Valuation Considerations and Methods for a Patent Valuation Analysis
For a detailed curriculum vitae, please contact Ryan Stewart.
Ryan Stewart is a vice president with Willamette Management Associates. His practice includes valuation consulting, economic analysis, and financial advisory services.
Ryan has performed the following types of valuation and economic analyses: merger and acquisition valuations, business and stock valuations, stock option valuations, solvency and insolvency analyses, fairness opinions, ESOP formation and adequate consideration analyses, recapitalization analyses, intellectual property valuations, and lost profits/economic damages analyses.
He has prepared these valuation and economic analyses for the following purposes: transaction pricing and structuring, taxation planning and compliance (federal income, gift and estate tax), ESOP transaction and financing, reorganization, and corporate planning.
Ryan has valued the following types of business entities and securities: closely held business enterprises, fractional ownership interests in closed held corporations, various classes of common/preferred stock, stock options and rights, general and limited partnership interests, professional service corporations, and franchises.
He has performed business and intangible asset valuations in the following industries: automobile dealerships, building supplies distribution, chemical manufacturing, defense, equipment leasing, fast food, food processing and distribution, health care, manufacturing, medical practice, medical staffing, oil and gas exploration and production, printing, publishing, residential construction, restaurant, retailing, telecommunications, transportation and trucking, and wholesaling.
PREVIOUS EXPERIENCE
Prior to joining Willamette Management Associates, Ryan was a senior analyst in the
valuation group with
SunTrust
Robinson Humphrey Capital Markets, a division of SunTrust Capital Markets Inc., an
Atlanta investment
banking firm.
Through internships at Westdeutsche Landesbank, Bank of America Corporation, and JP Morgan Chase Bank, Ryan gained experience in asset securitization and corporate banking.
EDUCATION
Master of Business Administration, Florida A&M University, School of Business and
Industry
Bachelor of Business Administration, Florida A&M University
PROFESSIONAL AFFILIATIONS
Ryan is a member of the National Association of Certified Valuators and Analysts (NACVA) and currently holds their certified valuation analyst (CVA) designation. Ryan is a member of the Institute of Business Appraisers and currently holds their certified business appraiser (CBA) designation. Ryan is also a member of the National Center for Employee Ownership (NCEO) and the ESOP Association.