Business Details
50+ Years
experience
Trusted Financial Advisory Services in Chicago
Founded in 1969, Willamette Management Associates has established itself as a leader in valuation, forensic analysis, and transaction financial advisory services. Our firm combines over 50 years of experience with a commitment to professional best practices and quality-assurance procedures. We serve a diverse clientele, including private companies, Fortune 500 corporations, legal professionals, and government agencies. Our team of analysts, recognized for their expertise, has testified in courts such as the U.S. Tax Court and the International Court of Justice. With offices in Chicago, Atlanta, Portland, and Boston, we provide nationwide and international services.Our thought leadership is reflected in our published works and innovative use of analytical tools. We specialize in taxation-related assistance, forensic analysis, and transaction opinions, ensuring our clients receive clear, convincing solutions. Our analysts hold prestigious credentials, including CPA, CFA, and CFE. Acquired by Citizens Financial Group in 2021, we maintain our focus on delivering high-quality, rigorous analyses that withstand scrutiny in litigation and regulatory environments.
Services
Valuation Analyses
Forensic Analysis
Transactional Opinions
Expert Testimony
Taxation Advisory
Details
- Year established: 1969
Highlights and features
- We have over 50 years of experience in financial advisory services.
- Our team holds prestigious credentials like CPA, CFA, and CFE.
- We serve clients globally, from private companies to Fortune 500 corporations.
- Our analyses adhere to professional best practices and rigorous quality standards.
- We provide services across four strategically located offices nationwide.
Services
Valuation Analyses
Our valuation services provide precise assessments of business worth for taxation, transactions, or litigation. We employ advanced methodologies to ensure defensible results. Clients rely on our analyses for mergers, acquisitions, and regulatory compliance.
Forensic Analysis
We conduct forensic analysis to resolve disputes involving economic damages, fraud, or contractual breaches. Our experts deliver clear evidence for court proceedings. Services include damage quantification and audit support for legal cases.
Transactional Opinions
Our transaction opinions guide clients through complex financial deals. We assess fairness opinions, synergy valuations, and risk factors. Clients benefit from our rigorous analysis to support informed decision-making in M&A activities.
Expert Testimony
We provide expert testimony in courts and arbitration proceedings. Our analysts have testified in U.S. Tax Court, District Court, and international venues. Services include report preparation and courtroom testimony for valuation disputes.
Taxation Advisory
Our taxation advisory services address compliance, planning, and dispute resolution. We assist with ERISA regulations, estate taxes, and international tax matters. Clients receive strategic guidance to minimize liabilities and ensure regulatory adherence.
People
Timothy Meinhart
Managing Director
Timothy Meinhart leads valuation engagements with expertise in financial forensics. He holds a CPA license and has over 20 years of experience in business valuation and litigation support.
Weston Kirk
Managing Director and Atlanta Office Director
Weston Kirk oversees Atlanta operations with a focus on transaction advisory services. He specializes in merger valuations and has testified in multiple federal court cases.
Scott Miller
Managing Director and Portland Office Director
Scott Miller directs Portland operations, specializing in forensic analysis. He has authored publications on valuation standards and serves as an expert witness in high-profile litigations.
Nathan Novak
Managing Director and Chicago Office Director
Nathan Novak leads Chicago operations with expertise in taxation advisory. He advises clients on ERISA compliance and has presented at national valuation conferences.
Gregory Smith
Managing Director
Gregory Smith specializes in transaction opinions and has contributed to industry journals on valuation methodologies. He provides strategic guidance for multinational corporations on cross-border deals.
Questions
What services does Willamette Management Associates offer?
We specialize in valuation analyses, forensic analysis, transaction opinions, expert testimony, and taxation advisory services for businesses and legal professionals.
How long has the firm been in operation?
Willamette Management Associates has provided financial advisory services since its founding in 1969.
What types of clients do you serve?
We work with private companies, Fortune 500 corporations, legal counsel, family offices, and government agencies globally.
Are your analysts credentialed professionals?
Yes, our team holds certifications including CPA, CFA, CFE, and ABV for specialized expertise.
Where are your offices located?
We operate from four offices in Chicago, Atlanta, Portland, and Boston across the United States.
