CPA, ASA, ABV

Terry G. Whitehead

CPA, ASA, ABV

[email protected]
210-725-8646
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Terry Whitehead brings 30+ years of experience providing business valuations, financial analysis, and lost profits damage analysis for businesses and individuals covering a broad range of industries.

Terry’s extensive experience and background in complex business valuation matters make him a highly respected and qualified expert in valuation and financial damages matters. He is a financial analysis problem solver with a commitment to perform a credible analysis and persuasively convey his opinions in reports and testimony.

In a recent matter working for the plaintiff, the judge’s opinion stated about Terry’s work:

“The most credible evidence offered in this case is from plaintiffs as to fair value. Plaintiffs’ expert provided a detailed and thorough analysis in presenting multiple approaches in valuing [company]. His testimony was detailed and demonstrated a clear grasp of the financial issues, income streams and assets of the company.”

Terry has previously conducted business valuation and financial advisory services for a national valuation firm for nearly 20 years. Additionally, he served as the director of valuation services providing business valuation and litigation support services for a regional accounting and consulting firm in San Antonio, Texas for six years.

Prior to his business valuation career, Terry spent four years as 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.

Selected Litigation Engagements:

Retained as a testifying expert in matters involving:

Fair value of an ownership interest in a Heavy Civil Construction company
Determination of company value subject to a buy-sell agreement
Calculation of lost employment earnings
Fair value of an ownership interest in a design/build contractor of Construction Foundation Solutions
Calculation of lost distributions from the diversion of company profits
Calculation of lost profits related to the unauthorized use of IT systems and trade secrets in a youth sports program
Rebuttal analysis of a business damages claim related to lost profits and future employment income resulting from alleged false statements and disciplinary actions
Financial damages due to an inequitable allocation of profits between investors
Rebuttal analysis of a lost property value and lost profits claim related to a yet to be opened business
Analysis of lost income related to a cyber-attack
Fair market value of an ownership interest in a company with an expectation of a future litigation award claim

Expertise Includes Business Valuation Related to:

Gift and estate tax planning and reporting
Family limited partnerships
Real estate holding companies
Acquisition fair value purchase price allocations
Intangible asset valuations
Fair value in shareholder oppression
Damages analysis for litigation
Buy-sell agreement implementation
Pre-acquisition review
Merger equity allocation analysis
Forensic accounting and consulting

Selected Business Valuation Engagements:

Grocery store industry participants, up to $30.0 billion revenue
Food service distributor, $1.2 billion revenue
Regional logistics services company, $650 million revenue
Commercial construction contractor, $200 million revenue
Manufacturer and installer of curtain wall systems, $150 million revenue
Fuel and propane distributor, $140 million revenue
Trade name for a smoked meats processor and distributor, $100 million revenue
Customer relationships for a fuel and lubricants distributor, $90 million revenue
Owner of multiple franchised restaurants, $90 million revenue
Wholesale distributor of janitorial, packaging, office, laundry, equipment and supplies, $75 million revenue
Mortgage brokerage business, $70 million revenue
Trade name for retail distribution of fuel and burner services, $50 million revenue
Trucking and transportation company, $30 million revenue
Owner/operator of hair salons, $15 million revenue
Patented technology for an oil & gas industry participant, $10 million revenue
Machine shop, $5 million revenue
Restaurants, $1 million revenue and above
Noncontrolling interests in multi-entity, multi-tiered, real estate holding companies

Services

Professional Credentials & Education

Certified Public Accountant (CPA), Oregon
Accredited Senior Appraiser (ASA)
Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants
Bachelor of Science, Business Administration with accounting emphasis, magna cum laude, Warner Pacific College