Michael D. Badea has extensive experience providing a broad range of business valuation and financial advisory services to public and private sector clients, with a primary focus within the firm’s Trust and Estate Valuation practice. His experience covers a broad range of industries for a variety of purposes, including estate and gift taxation, income tax requirements, shareholder and succession planning, buy-sell agreement consulting, shareholder disputes, and other tax, corporate, and litigation-related matters.
Michael specializes in fair market value engagements involving closely held business interests, FLP/FLLC valuation discount analyses, restricted stock and blockage discount opinions, preferred stock valuations, promissory note valuations, and Subchapter C to Subchapter S conversions. Michael also has experience with providing fairness opinions as well as financial reporting valuation assignments (e.g., purchase price allocations and goodwill impairment testing).
His experience spans a diverse client base comprised of privately held entities representing multi-billion-dollar enterprises, middle-market corporations, private equity and hedge funds, law firms, accounting firms, and financial institutions.
In addition to his client responsibilities, Michael is co-chair of Stout’s internal Products and Process Committee, which promotes consistency, accuracy, and modernization of Stout’s proprietary models and client deliverables.
Practice Areas
Education
B.S., Finance & Business Analytics, Miami University (Cum Laude)
Licenses & Designations
Chartered Financial Analyst (CFA)
Professional Memberships
CFA Institute
CFA Society of Columbus