Michael Stacey

Michael has worked in both London and New York providing valuation analyses for U.S and international tax purposes for organizations worldwide, specifically:

• Intercompany valuation of legal entities and intangible assets
• Intercompany interest rate and debt capacity analyses, including preferred stock coupon rates
• Pre-acquisition diligence of tax valuation matters
• Assessment of valuation positions for tax insurance purposes
• Valuation of intangible assets as part of internal reorgs, including customer relationships and customer contracts, IPR&D, developed technology, trade names and trademarks, patents, and various other forms of intellectual property
• Legal entity, and intangible asset valuations for IRC Section 1060 and international tax allocations
• IRC Section 280(g) – non-compete and non-solicit agreement valuations
• Personal goodwill valuations
• FIRPTA testing – enterprise valuations
• Emerging company valuation
• NOL limitation and built-in gains – valuations of companies and legal entities
• IRC 409(A) valuations
• 83(b) valuations
• Valuation of entities and fractional interests for gift and estate tax purposes
• Michael also provides purchase price allocation valuations for ASC 805 financial reporting purposes, as well as valuations for goodwill impairment testing under ASC 350 and ASC 360.