Chad Kirkland

Biography

Chad has valued the following types of business entities, securities, and assets: closely held corporation business enterprises, closely held corporation noncontrolling ownership interests, public corporations, restricted equity securities, general and limited partnership interests, limited liability company interests, various classes of common and preferred stock in complex capital structures, secured and unsecured notes, options and other derivative interests, and intangible assets (including intellectual property).

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; and transfer tax), shareholder disputes, economic damages analyses, strategic information and corporate planning, reasonableness of compensation analyses, nonprofit organization regulatory compliance, restructuring and reorganization, asset impairment analyses, and financial accounting and reporting.

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 engagements, intangible asset valuation 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

Professional Affiliations

Chad is a candidate member of the American Society of Appraisers.

Chad is a member of the Business Valuation Association of Chicago.