Jared Eichorst, Cfa Email & Phone Number

Jared Eichorst, CFA, is a Principal of AltaView Advisors LLC. Jared has extensive experience valuing interests in closely held investment holding companies ranging in size from small family-managed partnerships to multi-billion dollar professionally managed entities. Jared also has a particular expertise in determining discounts for lack of control, lack of marketability, corporate structure, lack of voting rights, and multiple tiers of ownership. Jared has performed valuations for a wide range of purposes including tax planning and compliance, financial reporting, transaction advisory, and charitable donations. In addition, Jared has provided tax controversy support for a wide spectrum of valuations and has successfully defended challenges to discounts applied to undivided interests in real property, discounts for lack of control and marketability, tiered discounts, lack of voting discounts, discounts applied to investments with very short holding periods, discounts applied to controlling interests, and discount rates utilized to appraise intrafamily promissory notes. Jared's unique background and expertise makes him an ideal advisor for valuations that will be subject to significant scrutiny.

Listed skills include Corporate Finance, Business Valuation, Financial Modeling, Valuation, and 10 others.

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  California State Polytechnic University-Pomona

  Finance And Real Estate