Todd Poling

Background

About Todd Poling

Todd G. Poling is a Managing Director in the Business Valuation practice of the Valuation Advisory group at Stout.Prior to joining Stout, Mr. Poling was the Founder and Chief Executive Officer of Vantage Point Advisors, Inc, which Mr. Poling led for seventeen years until the firm’s acquisition by Stout in 2022. Prior to founding Vantage Point Advisors, he was Managing Director of CBIZ Valuation Group, Inc, spending several years with the firm in the Dallas, San Diego, and Los Angeles offices. He had previously held positions as General Manager of a start-up manufacturer and positions with Arthur Andersen & Co, where he worked in the firm’s audit and business consulting practices.He has extensive experience providing valuation services to public and private-sector clients, both domestically and internationally. He has valuation and mergers and acquisition expertise across a very broad range of industries. Mr. Poling has managed large and complex valuation consulting engagements focusing heavily on the transaction arena. He has participated in numerous engagements involving venture-backed and development-stage companies, corporate restructuring, initial public offerings, mergers and acquisitions, ESOPs, and fairness opinions. In addition, he provided valuation consulting in litigation support situations and served as an expert witness in both deposition and trial settings. Services• Stock Compensation (IRC 409A & ASC 718)• Financial Reporting (ASC 805, ASC 350, ASC 360, ASC 820)• Fairness / Solvency Opinions• Buy/Sell Side Transaction Analysis• Litigation Related Expert Opinions• Estate and Gift Tax Planning & Reporting• Employee Stock Ownership Plans (ESOPs) & ERISA Advisory• Portfolio Valuations & Complex Security Analysis• Bankruptcy and Restructuring Disputes• Intellectual Property Litigation and Advisory• Shareholder and Transaction Disputes• Family Law and Marital DissolutionContact me at 858-876-3168 or tpoling@stout.com for a free general consultation or complimentary review of your existing valuation needs.