Aaron Stumpf 是估值咨询小组的董事总经理。

Aaron 曾为多种目的提供企业估值和财务咨询服务,包括遗产税和赠与税、所得税要求、购买-出售协议、并购、公司重组和资本重组、公允和偿付能力意见以及其他与税务、公司和诉讼相关的事项。他丰富的业务经验包括估值贴现意见 (FLP/FLLC)、限制性股票和阻塞贴现意见、不可分割利益贴现、C 到 S 的转换、本票估值以及私募股权和对冲基金利息。Aaron 为众多客户群提供估值服务,包括中间市场企业、数十亿美元的企业、私募股权基金和对冲基金、律师事务所、会计事务所和高净值人士。

Aaron 联合负责 Stout 的信托和不动产估值业务。在加入 Stout 之前,Aaron 曾在安永工作,负责计划、执行和监督审计业务,客户范围从封闭型私人公司到金融服务、制造业和零售行业的财富 500 强公司。

选择出版物

  • Transaction Advisors December 2017

    Mitigating Valuation and Tax-Related Consequences in Buy-Sell Agreements
  • NAEPC Journal of Estate & Tax Planning April 2014

    Freeze Partnerships: Establishing the Preferred Rate
  • Trusts and Estates July 2011

    Should Substantial Discounts Apply to Very Short Holding Periods?
  • Business Valuation Review April 2011

    The Stout Risius Ross Restricted Stock Study: A Recent Examination of Private Placement Transactions from September 2005 through May 2010
  • Business Valuation May 2010

    Estate and Gift Tax Valuation
  • Business Valuation March 2010

    Valuation Discounts and Premiums
  • Business Valuation: A Primer for the Legal Professional December 2007

    Contributing Author to Book Written by Stout's Jeff Risius
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选择演示文稿和演讲

  • 31st Annual Tax Conference May 2018

    Controversial Tax Issues in Business Valuation for Estate & Gift Tax Purposes
  • National Trust Closely Held Business Association 42nd Annual Conference September 2017

    Valuation Roundtable and Court Case Update
  • IICLE 60th Annual Estate Planning Short Course May 2017

    Current Developments - and Time Tested Principles - of Planning with Valuation Discounts
  • Master of Law Program (LL.M), Northwestern University Law School November 2016

    An Overview of Business Valuation in a Gift & Estate Tax Context
  • Chicago Estate Planning Council May 2016

    What’s Your Angle? How the Different Members of a Client’s Planning Team Use and Assess Financial Documents
  • Master of Law Program (LL.M), Northwestern University Law School November 2014

    Business Valuation for Gift, Estate, and GST Tax Purposes
  • Wells Fargo – The Private Bank March 2014

    Business Valuation Issues in Succession Planning
  • Illinois CPA Society Taxation on Real Estate Conference June 2013

    Real Estate as it Applies to Estate & Gift Tax: Valuation Discounts
  • Stout Webinar November 2010 网络研讨会

    Effectively Defending Discounts for Lack of Marketability
  • MACPA Specialized Business Valuation Workshop October 2010

    Manufacturing - For Whom and at What Value
  • United States Law Firm Group September 2010

    Estate and Gift Tax Valuation: Pressing Issues, Financial Explanations, and Typical IRS Inquiries
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