Zach’s strong work ethic and positive values are the foundation of the work he does in fair value and Employee Stock Ownership Plan (ESOP) transactions and valuations. His practice involves: analyzing historical financials and the viability of pro-forma/projected financial statements; spreading financial models for valuation purposes; determining proper discount rates, market multiples, exit multiples, and terminal growth rates; and researching industry, equity, M&A, and economic data.
Education
- B.S., Business Administration with a focus in Finance, California State Polytechnic University, Pomona