Lisa Tran

Biography

Lisa performs the following types of valuation and economic analysis assignments: business and stock valuations, intangible asset and intellectual property valuations, litigation support, shareholder dissension/oppression valuations, economic damage calculations, post-acquisition purchase price allocation appraisals, and goodwill and other intangible assets impairment analyses.

In addition, Lisa has quantified the value of, remaining useful life of, and/or arm’s-length license/royalty rate for the following types of intangible assets: developed technology and know-how, in-process research and development, customer-related intangible assets, goodwill, noncompete covenants, production backlogs, trained and assembled workforce, favorable leases, and trademarks and trade names.

Previous Experience

Before joining Willamette Management Associates, Lisa performed purchase price allocation valuations and goodwill and other intangible asset impairment analyses at DSC Appraisal Associates, Inc.

Prior to that, she maintained the cost accounting system for inventory at a metals component manufacturing facility in Los Angeles.

Before that, she administered a company pension plan at Allegheny Teledyne Incorporated.

Education

• Master of Business Administration, finance, The Pennsylvania State University, Graduate School of Business
• Bachelor of Arts, history, international relations minor, University of Southern California

Professional Affiliations

Lisa is an accredited senior appraiser (“ASA”) of the American Society of Appraisers, accredited in business valuation. Lisa has earned the Accredited in Business Valuation (“ABV”) credential, granted by the American Institute of Certified Public Accountants. She has successfully completed the Level 1 chartered financial analyst (“CFA”) examination of the CFA Institute.