CPA, ASA, ABV

Terry G. Whitehead

CPA, ASA, ABV

[email protected]
210-725-8646
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Terry brings 25+ years of experience providing business valuations, financial analysis, and lost profits damage analysis for businesses and individuals covering a broad range of industries.

His skillset is focused on the valuation of business entities (primarily related to ownership interests in privately held companies) covering a multitude of industries and sizes. His experience also includes fair value analysis of intangible assets for financial reporting purposes and valuations for ESOP-related purposes. Terry also brings extensive experience determining financial damages, including lost profits in various types of litigation cases, and performing blockage discount analysis of publicly traded securities.

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.

Expertise Includes Valuation Related to:

Gift and estate tax planning and reporting valuations
ESOP employer stock valuations and transaction fairness valuations
Family limited partnerships
Real estate holding companies
Acquisition fair value purchase price allocations
Intangible asset valuations for fair value financial reporting purposes
Appraisal review
Damages analysis for litigation
Valuation in shareholder disputes
Buy-sell agreement implementation
Pre-acquisition review
Merger equity allocation analysis
Blockage discounts
Forensic accounting and consulting

Selected Business Valuations and 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
Purchase price allocation analysis for a start-up food delivery and all-purpose courier services company
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