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CHAD KIRKLAND
Director

Chicago, Illinois

T: 312.910.2572

E: ckirkland@altaviewadvisors.com

Education

 

Vanderbilt University, Owen Graduate School of Finance, M.S., Finance

William Jewell College, B.S., Banking & Finance and Applied Critical Thought & Inquiry

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Professional Associations

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American Society of Appraisers, Candidate Member

Business Valuation Associate of Chicago

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Chad Kirkland is a Director of AltaView in its Chicago office. He has extensive experience advising on valuation matters for businesses ranging in size from small private companies to multi-billion-dollar enterprises across a wide range of industries.

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Chad has performed valuations for a variety of purposes, including estate and gift tax planning and reporting, federal income tax planning and reporting, corporate and succession planning, shareholder and partner disputes, litigation support, restructuring and reorganization, and financial accounting and reporting. Chad's clients turn to him to solve complex valuation issues and to advise in situations subject to high levels of scrutiny.

 

In addition, Chad has expertise in the following areas:

 

  • Privately owned companies across a wide range of industries

  • Pass-through entities (S Corp., LLC, LP)

  • Discounts for lack of control and lack of marketability

  • Second-level (or tiered) discounts

  • Restricted equity securities

  • Various classes of common and preferred stock in complex capital structures

  • Intangible assets (trademarks, customer relationships, technology, non-compete agreements, and royalty streams) and goodwill

  • Litigation and arbitration

 

Chad has performed business and intangible asset valuations, economic analyses, and/or financial advisory services for clients in a wide range of industries including: auto parts manufacturing and distribution, automobile dealerships, business travel management services, chemicals manufacturing, electrical testing and maintenance, employment and recruitment agency services, fleet leasing and management, food brokerage and distribution, global travel agency services, home improvement product retailing and manufacturing, insurance agencies and brokerages, insurance and reinsurance underwriting, Internet domain name services, investment banking securities dealing, investment holdings, medical research services, mortgage services and technology, oil and gas equipment manufacturing, oil and gas pipelines and distribution systems, payment processing services, personal cosmetic products, power conversion systems, professional sports team franchises, real estate development, real estate holding companies, real estate services, and sporting goods retailing.

 

Prior to joining AltaView, Chad served as Director at Willamette Management Associates (Citizens Financial Group), leading valuation engagements and mentoring junior staff. He also held roles at Grant Thornton LLP and earlier positions at Willamette. Before entering valuation, he was a Senior Analyst at Northern Trust, advising institutional and family office clients on investment strategies.

ORANGE COUNTY, CA

LOCATIONS

ORANGE COUNTY, CA

SAN FRANCISCO, CA

SEATTLE, WA

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DALLAS, TX

ATLANTA, GA

CHICAGO, IL

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LAS VEGAS, NV

SALT LAKE CITY, UT

NEW YORK, NY

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PHILADELPHIA, PA

For physical mail/billing: AltaView Advisors LLC | 41877 Enterprise Circle, Ste. 200 | Temecula, CA 92590
Copyright © 2025 AltaView Advisors LLC. All rights reserved.
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