2009
- Chicago, IL – December 2009 Robert F. Reilly Named the Aicpa 2009 Volunteer of the Year in the Business Valuation Discipline. The American Institute of Certified Public Accountants (AICPA) forensic and valuation services (FVS) section awarded Robert F. Reilly, a managing director at valuation and financial advisory services firm Willamette Management Associates, the 2009 Volunteer of the Year award. The Volunteer of the Year award announcement was made during the 2009 AICPA National Business Valuation Conference held in San Francisco in November 2009.
- Chicago, IL – November 2009 – Christine Baker, CPA/ABV/CFF, joins the firm as a co-director of our Arlington,
Virginia, office. Baker specializes in the valuation of businesses, business ownership interests, securities, and
intangible assets. Baker also specializes in lost profits, economics damages, and forensic accounting analyses
Chicago – September 2009 – Robert F. Reilly, managing director of Willamette Management Associates, will be speaking at the Business Valuation Association Luncheon on Thursday, September 24, 2009 at The Standard Club, 320 S. Plymouth Ct., in Chicago.
Chicago – September 2009 – James G. Rabe, managing director of the Portland, Oregon, office of Willamette Management Associates, has recently been appointed to The American Institute of Certified Public Accountants (AICPA) Business Valuation Committee.
Chicago - August 2009
- Insights a Winner in the APEX 2009 Award of Excellence Competition.
Chicago - July 2009
- The Guide to Property Tax Valuation Wins the IBA’s 2008 Publication of the Year Award.
Chicago – June 2009 – The American Institute of Certified Public Accountants (AICPA) Business Valuation Committee recently honored Robert F. Reilly, managing director of Willamette Management Associates, with an award in recognition of his outstanding service to the committee and to the members
of the AICPA.
Chicago - June 2009 - Trey Stevens Elected to the American Society of Appraisers
Business Valuation Committee
Chicago - December 2008 - Robert Reilly Receives AICPA Literary Award
- Robert F. Reilly, managing director of Willamette Management Associates, was recently awarded the 2007 Lawler Award by the American Institute of Certified Accountants (AICPA). The Lawler Award is a literary honor presented annually is recognition of the best technical article published in the AICPA professional journal, the Journal of Accountancy (JofA).
Chicago – July 2008 - The Guide to Property Tax Valuation, authored by Robert F. Reilly and Robert P. Schweihs, managing directors at Willamette Management Associates (“Willamette”), presents practical advice to solve specific ad valorem tax valuation problems.
Chicago – July 2008 - Willamette Management Associates provides analysis for significant court victory. Willamette Management Associates (“Willamette”) was retained by Akerman Senterfitt LLP, attorneys for the Bridgeport and Port Jefferson Steamboat Company (“plaintiff”) to provide forensic accounting and economic damages estimation services for the plaintiff in its suit against the City of Bridgeport Port Authority.
Chicago - June 2008 - On May 5, 2008, Circuit Court Judge Jean K. Maurer issued a Stipulated General Judgment and Money Award in favor of the plaintiffs and against the defendant in the matter of Robert Reilly, Robert Schweihs, and Willamette Management Associates v. Shannon P. Pratt (the “Litigation”). That matter was litigated in the Circuit Court of the State of Oregon for the County of Multnomah (the “Court”).
February 2008 – Willamette Management Associates wins Most Active Service Provider Award. Westport, CT – Willamette Management Associates (“Willamette”) a national valuation consulting, economic analysis, and financial advisory firm, was the recipient of the Most Active Service Provider Award given out by the Connecticut chapter of the Association of Corporate Growth (“ACG”).
June 2007 – The Guide to ESOP Valuation and Financial Advisory Services, Second Edition, authored by Robert F. Reilly and Robert P. Schweihs, managing directors at Willamette Management Associates, expands and updates the discussion of current employee stock ownership plan (ESOP) stock valuation and financial adviser issues that were in the first edition.
November 2006 — Stephen Scott Cobb, III, CFA, joins the firm as a senior manager.
June 2006: Willamette Management Associates valuation books available to the Chinese and Russian financial communities.
March 2006: Malcolm R Hartman to Speak at the NCEO/Beyster Institute’s Employee Ownership Conference
December 2005: Robert F. Reilly Named the AICPA Business Valuation
Volunteer of the Year
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July 2005: Willamette Management
Associates Announces New Director in Washington, D.C., Office.
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May 2005: New Book Provides a
Comprehensive Treatment of the Current Thinking in Employee Stock
Ownership Plan Issues.
2004
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December 2004: Willamette Management
Associates Wins Financial Planning Award of Excellence
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September 2004: New Book by Leading Industry Experts Provides the
Most Current Information on Business and Intellectual Property
Valuation, Damages, and Transfer Price Analyses
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April 2004: Shareholders Pay a Price Premium
for Voting Privileges—Figure Quantified
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April 2004: Identifying the Discount
for Lack of Liquidity in the Marketplace
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February 2004: Oregon Governor Appoints Charles
Wilhoite to Serve on the Oregon Health & Science University's Board
of Directors
2003
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January 2003: Willamette Management Associates
Acted as Financial Advisor in the IIT and Alion ESOP Transaction
