Frederick Chen

About Frederick Chen

FMV Discounting Expert (DLOM/DLOC)| Private Equity, Opportunity Zone & Pre-IPO Valuations | CVA, EA, MBA, PhDI specialize in providing rigorous Fair Market Value (FMV) opinions for complex, illiquid securities—specifically in the domains of private equity, Opportunity Zone investments, promissory notes, and pre-IPO stocks. This requires a nuanced understanding of markets, contractual rights, and the application of appropriate discounts for lack of marketability (DLOM) and control (DLOC). My unique value proposition lies in the intersection of advanced academic research (PhD, MBA) and practical, audit-ready application (Certified Valuation Analyst, Enrolled Agent). This background allows me to: ensure all valuation conclusions are robust from an IRS perspective, proactively identifying and mitigating potential tax risks related to complex transactions; andprovide a foundation for applying sophisticated, data-driven methodologies that withstand heightened scrutiny, whether for financial reporting, litigation support, or tax compliance; andensure adherence to the highest professional valuation standards, delivering credible and authoritative reports. I work with legal counsel, fund managers, and high-net-worth individuals to provide the clarity and documentation necessary for high-stakes decisions. If you require an expert opinion that blends technical precision with a deep understanding of illiquid asset markets, I invite you to connect to discuss how my expertise can support your objectives.

Experience

1. Certified Valuation Analyst

   Master Communications Inc

   Jan 2026 — Present

Education

• American School

  La Paz, Bolivia

  1972 — 1973

• The University of Chicago Booth School of Business

  MBA

  1982 — 1984

• Northside High School

  Atlanta, Georgia

  1973 — 1977

• Georgia Institute of Technology

  BSME

  1977 — 1981

• University of Cincinnati

  PhD, Industrial Engineering

  1985 — 1989

Skills

• Data Analysis