Geoff Malcolm, CFA, ASA, is a Director of AltaView and is located in the firm’s Atlanta office. He has ~15 years of experience advising on valuation matters for businesses across a diverse range of industries, sizes, capital structures, and stages of development. Geoff grew up in Atlanta, University of Georgia - Finance (Honors Program) 2010, worked in NYC for ~10 years at various T&E focused valuation firms, returned to ATL in 2020, and leads AltaView's presence in Atlanta.
Geoff primarily provides valuations for gift and estate tax reporting purposes, working with estate planning attorneys and wealth advisors. He has prepared valuation analyses for attorneys, accountants, and the Internal Revenue Service, as well as company management, boards, and shareholders. Geoff's valuation analyses have been used in matters relating to:
- Estate and gift tax planning
- Strategic/corporate planning
- Shareholder planning
- Charitable contributions
- Buy-sell agreements
- Mergers and acquisitions
- Fairness opinions
- Financial reporting
- Portfolio valuation
- Litigation
Within estate and gift tax planning, Geoff has significant experience performing valuations of operating companies (simplet to complex), holding entities, and alternative asset managers, including a wide range of structured interests in hedge funds, private equity funds, and real estate funds, such as carried interests.