Patrick Polomsky
Director at Stout | Accredited Senior Appraiser in BV | Practice Areas Incl. Trust & Estate and Shareholder Succession | Prof. Memberships - Estate Planning Council of Cleveland and Attys for Family-Held Enterprises
- Role
- Director at Stout
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Patrick Polomsky
Patrick has extensive experience providing a broad range of business valuation and financial advisory services for public and private enterprises, with a primary focus within Stout\'s Trust and Estate Valuation practice. His experiences cover a broad range of industries for a variety of purposes, including estate and gift taxation, income tax requirements, shareholder and succession planning, buy-sell agreement consulting, shareholder disputes, and other tax, corporate, and litigation related matters. Patrick specializes in Fair Market Value engagements involving closely held business interests, FLP/FLLC valuation discount analyses, restricted stock and blockage discount opinions, personal goodwill valuations, preferred stock valuations, promissory note valuations, and Subchapter C to S conversions. He also has experience with providing fairness and solvency opinions, as well as financial reporting valuation assignments (e.g, purchase price allocations and goodwill impairment testing). He is also responsible for maintaining The Stout Restricted Stock Study, which is the most comprehensive database of fully vetted and screened Rule 144 transactions used by valuation professionals to determine an appropriate discount for lack of marketability.
Experience
Director
Oct 2021 — Present · Cleveland, OH, US
Patrick Polomsky is a Director within Stout’s Valuation Advisory group with a primary focus within the firm’s Trust and Estate Valuation practice. His experiences cover a broad range of industries for a variety of purposes, including estate and gift taxation, income tax requirements, shareholder and succession planning, buy-sell agreement consulting, among others. He specializes in Fair Market Value engagements involving closely held business interests, FLP/LLC discount analyses, restricted stock and blockage discount opinions, personal goodwill valuations, preferred stock valuations, promissory note valuations, and C to S conversions. Finally, he is also responsible for maintaining The Stout Restricted Stock Study for the firm licensed through BVR, which is the most comprehensive database of fully-vetted and screened Rule 144 transactions used by valuation professionals across the country to determine an appropriate discount for lack of marketability.
Education
Xavier University
Bachelor of Science in Business Administration, Finance and Mathematics
2007 — 2011
Skills
- Financial Reporting
- Finance
- Insurance
- Investments
- Financial Analysis
- Corporate Finance
- Business Valuation
- Valuation
- Microsoft Office
- Due Diligence
- Mergers & Acquisitions
- Microsoft Excel
- Financial Modeling
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