Director, Leader of Income Tax Planning and Compliance Services
111 S.W. Fifth Avenue, Suite 2150
For a detailed curriculum vitae, please contact Terry Whitehead
Terry G. Whitehead is a director with Willamette Management Associates. He is also the leader of our income tax planning and compliance services practice. Terry is also the director of the Portland, Oregon, office.
Terry has more than 20 years of experience in the valuation of business entities and business interests; the analysis of publicly traded and privately owned securities; the analysis of damages and lost profits; and transaction valuation opinions.
He has performed the following types of valuation assignments: estate and gift planning valuations, estate tax (both date of death and alternate value date) valuations, gift tax valuations, fair value in dissenting shareholder rights and shareholder oppression proceedings, fairness opinions, ESOP employer stock valuations and transaction fairness valuations, acquisition purchase price allocations, stock option valuations, merger equity allocation analysis, and lost profits/economic damages analyses.
Terry has performed valuations for clients in a number of industries, including advertising, agriculture, automotive, banking, beverage processing, building materials, computer hardware and software, construction, cyber security, distribution, engineering, entertainment, food service and manufacturing, forest and timber products, grocery stores, hair and nail salons, health care, heavy and industrial construction, high-tech, home health care, hotels, information technology, insurance, investment management, manufacturing, meat processing, mining, motorsports, movie theaters, natural resources, oil and gas production, paper and janitorial supplies, pharmaceutical, property management, ranching, real estate holding companies, restaurants, sawmills and plywood mills, scrap metal recycling, spices and seasonings, telecommunications, timber and tree farms, transportation and trucking, weigh station bypass, wholesaling, and woodworking machinery.
Before joining Willamette Management Associates, Terry was the director of valuation services for a regional accounting and consulting firm in San Antonio, Texas, where he led the firm's business valuation and litigation support services practice. Prior to his business valuation career, Terry was a certified public accountant (CPA) with a local public accounting firm in Portland, Oregon. As a CPA, Terry provided tax and audit services for individuals, small and medium sized businesses, and company profit sharing and retirement plans.
Bachelor of Science, business administration, accounting emphasis (magna cum laude), Warner Pacific College
Terry is a certified public accountant in the State of Oregon.
Terry has earned the accredited senior appraiser (ASA) designation from the American Society of Appraisers, accredited in business valuation.