Lerry Suarez is an senior associate with Willamette Management Associates.
Lerry 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/preferred stock, general and limited partnership interests, professional service corporations, professional practices, and limited liability companies.
He has prepared valuation and economic analysis for the following purposes: taxation planning and compliance (federal income, state and local property tax, transfer tax), forensic analysis and dispute resolution, marital dissolution, strategic information, and corporate planning,
Lerry has performed these valuations for clients in the following industries: agriculture, bars/restaurants, electrical equipment manufacturers, food distribution, forestry products, golf courses, grocery stores, logging, manufacturing, marijuana dispensaries, medical practices, real estate development, real estate holding, retail, telecommunications, transportation, and wineries.
Before joining Willamette Management Associates, Lerry worked for Jones & Roth, a regional CPA and business advisory firm, in their business valuation niche. During his time at Jones & Roth, Lerry was responsible for analysis, research, and report writing on numerous projects in the areas of litigation, gift and estate tax, and transactions.
Master of Business Administration, concentration in finance, University of Portland
Bachelor of Science in business administration, University of Oregon