Education

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Utah Valley University, B.S., Business Management (Summa Cum Laude) – International Business, 2017

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Credentials and Licenses

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Chartered Financial Analyst (CFA), CFA Institute
American Society of Appraisers, Accredited Senior Appraiser

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Professional Associations

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Utah Valley Estate Planning Council – President
American Society of Appraisers and the Salt Lake City Chapter
Chartered Financial Analyst (CFA) Institute and CFA Society Salt Lake

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Speaking Engagements

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Business Valuation Insights and Updates
Utah Valley Estate Planning Council, September 2023
 

Ben Powell, CFA, ASA, is a Vice President at AltaView in its Salt Lake City office. He has extensive experience advising clients on a variety of valuation matters, specializing in the fintech, healthcare, and agriculture industries. These businesses have ranged from small, closely held investment companies to multi-billion-dollar organizations.

Ben’s practice areas include valuations for estate and gift tax planning and compliance, management/corporate succession planning, financial reporting, litigation support, and transaction advisory. 

In addition, Ben has expertise in the following areas:

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• Privately owned companies across a wide range of industries

• Pass-through entities (S Corp, LLC, LP)

• Discounts for lack of control and lack of marketability

• Second-level (or tiered) discounts

• Private equity portfolio valuations under ASC 820

• Deferred compensation valuations under IRC 409A and ASC 718

• Purchase Price Allocation (PPA) valuations under ASC 805

• Goodwill impairment and intangible asset impairment testing under ASC 350 and ASC 360, respectively

• Valuation of complex contingent consideration using Monte Carlo simulation

 

Prior to joining AltaView, Ben was a Manager at Moss Adams LLP in the business valuation group.