Kyle Vataha Email & Phone Number

Kyle Vataha has extensive experience advising on valuation matters for businesses across a diverse range of industries and encompassing a wide range of company sizes and stages of development. Kyle is one of the nation’s foremost experts in the valuation of alternative asset managers, including a wide range of structured equity interests such as carried interests, co-invest capital, management fee waivers, and net fee income.Kyle regularly performs valuations for individuals’ estate planning and estate tax matters, and for individual and corporate income tax matters. Kyle has assisted with the design and implementation of owners’ succession plans, buy-sell agreements, equity grants, and repurchases of departing owners’ interests. He has defended valuation opinions in IRS audit and in Tax Court, and has supported private parties in commercial litigation. He has also performed fairness and solvency opinions related to mergers, acquisitions, and leveraged recapitalizations.​Kyle is an expert and thought leader in the following areas: - Privately owned companies across a wide range of industries- Pass-through entities (S Corp, LLC, LP)- Alternative asset managers (PE, VC, hedge funds)- Restricted securities (Rule 144, insider stock, NQSO's)- Pre-sale and pre-IPO planning- Fixed income and preferred securities - Complex securities and derivatives - Intangible assets (trademarks, patents, and royalty streams)- Private derivative contracts- Life insurance policies and split dollar receivables

Listed skills include Business Valuation, Venture Capital, Asset Managment, Financial Modeling, and 1 others.

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  Principal

  Altaview Advisors Llc

  Jul 2018 - Present - Orange County, California Area