2009
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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
