Curtis R. Kimball, CFA, ASA, is an experienced Financial Valuation Analyst and the national director for WMA’s Wealth Management Valuation Practice. Mr. Kimball works with the firm’s regional, national, and international clients out of WMA’s Atlanta regional office, which he opened in 1995. He has been valuing private company interests and restricted interests in public companies, intellectual properties, and other intangible assets, rights, claims, and investments for a variety of purposes for over 40 years.
Litigation Support - Mr. Kimball has presented Business Appraisal and Valuation expert witness testimony in federal (U.S. Tax Court, U.S. District Court, U.S. Court of Federal Claims, and U.S. Bankruptcy Court) and various state courts and in alternate dispute resolution venues, including mediation and binding arbitration, and has extensive experience with appearances in IRS appellate conferences. He has appeared over 70 times as an expert witness on valuation issues.
Areas of Expertise:
- Estate and Gift Tax
- Analysis of Investments
- Asset Protection
- Buy-Sell Agreement
- Trust
- Fiduciary Liability
- Family Dispute
- Pre-Nuptial / Marital
- Expatriation
- Equity and Reasonable Compensation
- Shareholder Oppression
- Sales of Family-Owned Businesses
- Intellectual Property - Patents, Copyrights, Royalties
- Rights and Contract Disputes
| - Non-compete Clauses
- Charitable Valuation Issues
- Income Tax
- Transaction Feasibility and Appraisals
- Merger and Acquisition Valuations
- Fairness Opinions
- Solvency Analysis
- ESOP Feasibility / Annual Update Valuations
- Insurance Appraisals
- Review and Rebut Expert Work
- Damages and Lost Profits Analyses
- Bankruptcy and Restructuring Analysis and Valuation
- Business Entity Appraisal
- Full List of Forensic Analysis and Expert Testimony Services
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Degrees / Certifications:
- CFA - Chartered Financial Analyst (CFA Institute)
- ASA - Business Valuation (American Society of Appraisers)
- ASA - Appraisal Review & Management (American Society of Appraisers)
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