Patrick Polomsky

Background

About Patrick Polomsky

Patrick has extensive experience providing a broad range of business valuation and financial advisory services for public and private enterprises, with a primary focus within Stout's Trust and Estate Valuation practice. His experiences cover 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. Patrick specializes in Fair Market Value engagements involving closely held business interests, FLP/FLLC valuation discount analyses, restricted stock and blockage discount opinions, personal goodwill valuations, preferred stock valuations, promissory note valuations, and Subchapter C to S conversions. He also has experience with providing fairness and solvency opinions, as well as financial reporting valuation assignments (e.g, purchase price allocations and goodwill impairment testing). He is also responsible for maintaining The Stout Restricted Stock Study, which is the most comprehensive database of fully vetted and screened Rule 144 transactions used by valuation professionals to determine an appropriate discount for lack of marketability.