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Jacob Malburg

Jacob A. Malburg photo

Jacob A. Malburg Senior Associate

Jacob Malburg is a senior associate of Willamette Management Associates.

Biography

Jacob has valued the following types of business entities and securities: closely held corporation controlling and noncontrolling ownership interests, various classes of common/preferred stock, stock options, warrants, general and limited partnership interests, and limited liability companies.

He has performed the following types of valuation and economic analysis assignments: buy-sell agreement planning and compliance, business and stock valuations, intangible asset valuations, post-acquisition purchase price allocation appraisals, goodwill and other intangible assets impairment analyses, and taxation planning and compliance (federal income, gift, and estate).

Previous Experience

Before joining Willamette Management Associates, Jacob worked for FV & FMV Valuation, Inc., an independent valuation firm, as an analyst in their Chicago office. During his time at FV & FMV Valuation, Inc., Jacob was responsible for analysis, research, and report writing on valuation projects for various purposes. Jacob also interned at a private equity firm in Chicago, where he was responsible for industry and market analysis.

Education

  • Bachelor of Science in mathematics, University of Cincinnati

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Perspectives & Insights
Perspectives

April 2024 Perspectives

  • Control Considerations in the Valuation of a 50 Percent Ownership Interest
  • The Expatriation Tax: How to Present Assets to the IRS When You Say Goodbye to the United States
  • The Valuation of Controlling Ownership Interests in the Context of Gift Tax Planning
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Perspectives

January 2024 Perspectives

  • The Applicability of Discounts for Lack of Marketability on Controlling Ownership Interests
  • Higher Interest Rates and Tax Exemptions May Maximize Benefits in Gift and Estate Tax Planning
  • Key Person Considerations When Valuing Private Companies in a Gift and Estate Tax Context
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Perspectives

October 2023 Perspectives

  • Preferred Equity in a Rising Interest Rate Environment
  • Considerations for Valuing the Stadium Seat Licenses of Sports Teams for Estate Tax Purposes
  • Convertible Bonds as a Component of a Company’s Capital Structure
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