A Closer Look at Volatility in Stock Option Valuations
The Five Marketability Forces and the IRS Job Aid on S Corporations
The Five Marketability Forces Framework
Symposium—What Estate and Trust Counsel Say About the Current State of Estates and Trusts
Gift Tax, Estate Tax, and Generation-Skipping Tax Valuation Insights
What Business Lawyers Should Know About Intangible Asset Valuation
Fady F. Bebawy is a vice president with Willamette Management Associates. In addition to his work on all types of valuation and forensic analysis engagements for the firm, he is also the leader of our commercial damages analysis services practice.
He has performed the following types of valuation and economic analyses: business and succession planning valuations, economic damages analyses, acquisition purchase price allocation valuations, goodwill impairment analyses, restricted stock valuations, waterfall analysis of companies with a complex capital structure, reasonableness of compensation analyses, transfer price analyses, merger and acquisition valuations, fairness opinions, solvency opinions, and employee stock ownership plan (ESOP) employer stock valuations.
He has prepared these valuation and economic analyses for the following purposes: tax planning and compliance (income, gift, and estate), forensic analysis and dispute resolution, financial reporting, transaction planning (acquisition, divestiture, liquidation, and recapitalization), fiduciary compliance, and management information and strategic planning.
Fady has valued the following types of business entities, securities, and assets: public corporations, close corporations, close corporation fractional ownership interests, start-up/early stage corporations, intangible assets (including intellectual property), general and limited partnership interests, limited liability company interests, not-for-profit companies, restricted equity and debt securities, preferred stock, proprietorships, and options and warrants.
He has performed valuation or arm's-length royalty rate/transfer price analyses related to the following types of intangible assets: customer contracts, customer lists and customer relationships, employment contracts, goodwill, licenses, technology, in- process research and development, covenants not to compete, patents, trained and assembled workforces, trade names, trademarks, and training manuals and documentation.
Fady has performed business valuations, economic analyses, and/or financial advisory services for clients in the following industries: apparel, auto parts manufacturing and distribution, beverage distribution, chemical processing, commercial banking, consumer finance, commercial and residential construction, commercial real estate holding and management, computer and systems consulting, consumer products, defense contracting, door- knob and door-handle distribution, educational services, electrical equipment manufacturing, energy, entertainment and recreation, environmental and engineering consulting, equipment leasing, food brokerage and distribution, food processing and retailing, furniture and household product manufacturing and retailing, general contracting, home improvement product retailing and manufacturing, insurance underwriting and brokerage, internet services and consulting, investment banking, investment holdings, investment management and brokerage, lamination and film production, marketing and incentive services, mattress and bedding manufacturing, mechanical equipment manufacturing, metal product fabrication, metals distribution, mining, mobile data communications, mortgage banking, mortgage brokerage, multi-family real estate holding and management, nonmetal product fabrication, oil and gas exploration, production, and marketing, paint and specialty coating manufacturing, pet supplies distribution, pharmaceuticals, printing and publishing, printer and label manufacturing, real estate development and brokerage, restaurant, software development, specialty packaging, sporting goods retailing, transportation and trucking, travel agencies, wireless equipment manufacturing, and wireline and wireless telecommunication services.
PREVIOUS EXPERIENCE
Prior to joining Willamette Management Associates, Fady was a vice president at BDO
Valuation Advisors and Duff & Phelps. Fady also held positions with Huron Consulting
Group, Andersen, and J.P. Morgan.
EDUCATION
Master of Business Administration, in finance, economics, and international business,
Booth Graduate School of Business, University of Chicago
Bachelor of Science, accounting, New York University
PROFESSIONAL AFFILIATIONS
Fady is a certified management accountant (CMA) with the Institute of Management
Accountants. He is also a member of the Business Valuation Association of Chicago.