Jacob A. Malburg
Jacob Malburg is a senior associate with Willamette Management Associates. 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 prepared valuation and economic analysis for the following purposes: buy-sell agreement planning and compliance, financial reporting requirements (ASC 805, ASC 350, and ASC 718), and taxation planning and compliance (federal income, gift, and estate).
Jacob has performed business and intangible asset valuations in the following industries: buildings products and construction, consulting, consumer products, furniture manufacturing, grocery stores, information technology, manufacturing, medical practices, packaging, plastic products, real estate holdings, trucking and logistics, and video games.
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.
Bachelor of Science in Mathematics, University of Cincinnati