Curtis R. Kimball, CFA, ASA - Mr. Kimball is president of Vinewood Investment Analytics Inc. He also works as a senior consultant to Willamette Management Associates (WMA).
At the end of 2023 he retired as a senior managing director of WMA, a nationally prominent valuation and financial advisory firm, and WMA’s national director of wealth management valuation services. He also consults on other valuation projects for Willamette's east coast regional office in Atlanta. He is a Chartered Financial Analyst (CFA) of the CFA Institute, an Accredited Senior Appraiser (ASA) of the American Society of Appraisers in business valuation and appraisal review and management, and is a member of other professional financial organizations.
He has been valuing companies and interests in companies, intangible assets and other property for a variety of purposes for over forty years and was formerly with Wachovia Bank and, later, the Citizens & Southern Trust Company prior to joining WMA in 1988. He holds a B.A. in Economics from Duke University and an M.B.A. from Emory University. He is a contributing author to several standard reference works on private business valuation including: Valuing a Business, Valuing Small Businesses and Professional Practices, Financial Valuation: Businesses and Business Interests (1997 Update), Business Valuation Discounts and Premiums and The Business Valuation Handbook (2nd Edition). As WMA’s national director for wealth management valuations he heads up valuation engagements on estate, gift, asset protection, buy-sell agreement, expatriation, trust, fiduciary liability, family, marital and charitable issues. Mr. Kimball has appeared as an expert witness on valuation issues in U.S. District Court, U.S. Tax Court, U.S. Bankruptcy Court, U.S. Court of Federal Claims and other venues. His appearances include the U. S. Tax Court cases: Estate of Anna Mirowski (Mirowski Family Ventures, LLC), Estate of Georgina T. Gimbel (Reliance Steel and Aluminum Company), Estate of H. A. True, Jr. and Jean D. True et al v. Commissioner (True Ranches and True Oil Company) and Estate of Harriet Mellinger v. Commissioner (Frederick’s of Hollywood).