Lerry Suarez

Biography

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 and 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, and 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 and restaurants, cannabis dispensaries, electrical equipment manufacturing, food distribution, forestry products, golf courses, grocery stores, logging, manufacturing, medical practices, real estate development, real estate holding, retailing, telecommunication, transportation, and wineries.

Previous Experience

Before joining Willamette Management Associates, Lerry worked for Jones & Roth, a regional CPA and business advisory firm, in its 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.

Education

• Master of Business Administration, concentration in finance, University of Portland
• Bachelor of Science in business administration, University of Oregon

Professional Affiliations

Lerry is an accredited senior appraiser (“ASA”) of the American Society of Appraisers, accredited in business valuation.

Lerry also is Accredited in Business Valuation (“ABV”) by the American Institute of Certified Public Accountants.