Ben Morgan, Mba, Cfa, Asa, Cfe Email & Phone Number

New York, NY, US

Greater New York City Area

• Since joining MPI, Mr. Morgan has executed engagements to value closely-held securities of companies operating in many industries. In support of the foregoing, he has prepared documented valuation analyses for.
• Provide valuation support in estate and gift tax matters
• Plan for potential purchases or sales of companies
• Purchase and sale of minority and/or controlling ownership interests

Greater St. Louis Area

• Business valuation services for various purposes including:
• Financial reporting
• Tax planning and compliance
• Strategic planning
• Transaction planning
• Litigation, arbitration and other disputesCorporate finance services including:

Greater New York City Area

• Performed fair value premise legal entity valuation for tax, restructuring, and management planning purposes. Executed goodwill impairment testing and purchase price allocation analysis.
• Built and modified valuation models to support fair value estimation of complex legal structures.
• Concluded supportable enterprise and equity values through the use of income, market, and cost valuation approaches, which included guideline public company analysis and discounted cash flow modeling.
• Effectively managed staff analysts in high performing project teams by providing clear guidance, timely and meaningful feedback, and relevant coaching.
• Supported audit engagements by reviewing valuation analysis prepared by third party specialists for methodological and technical accuracy.
• Developed corroborative calculations and sensitivity analysis to test reasonableness of specialist assumptions.

Greater New York City Area

• Specialist in valuations of business enterprises as well as a wide array of securities in the capital structure including debt and equity. As part of VRC’s Portfolio Valuation practice, we fulfill the valuation needs.
• Fair value estimation of illiquid securities including closely held equity and various debt instruments for public reporting.
• Credit analysis on portfolio companies of publicly traded investment companies.
• Historical and budgeted financial statement and ratio analysis used to support security valuation and assess company health.
• Applied comparable public company and transactions analysis to assess reasonableness of valuation multiples.
• Built complex cash flow models and templates from scratch for efficient but flexible scenario analysis.

Greater St. Louis Area

• Report to Member. Support senior specialists on various analytical engagements ranging from litigation to valuation.
• Examined historical and projected financial data to provide valuations services for reporting, tax, sale or gift purposes to large and small public and private companies.
• Conducted investigative research to support expert witness testimonies for commercial, marital and business interruption litigation
• Update models and templates to perform company analysis to determine the value of underlying equity or capital.

• Reported to President and CEO. Developed business plan, financial statements, and research reports for the company’s new venture capital project.
• Analyzed and presented financial data to evaluate budget decisions and project viability.
• Coordinated new product development activities by organizing fabrication and testing teams.

• Reported to Senior Staff Associate and Office Manager. Compiled, recorded, and analyzed payroll information for 40 student employees.
• Created an effective organizational system for purchase orders, interdepartmental paperwork, and student employee information to streamline the records of department activity.
• Designed and constructed a new knowledge management system for training future student employees by creating informational packets detailing office procedures and expectations.

• Reported to CEO, Senior Accountant, and Customer Service Manger. Prepared asset summaries and tax reports to simplify organizational operations.
• Updated information systems to augment the speed of customer support and comprehensiveness of consumer records.
• Utilized database computer skills to highlight financial output.

Mba, Accounting And Finance

Bba, Finance, Accounting