KYLE VATAHA

Principal

Orange County, California

T: 949.450.9334

E: kvataha@altaviewadvisors.com

Education

Stanford University, B.A., Economics

Professional Associations

North County San Diego Estate Planning Council

Stanford Alumni Association of Orange County

Speaking Engagements

Unique Estate Planning Opportunities and Related Valuation Issues 

Estate Planning Council of Central Texas, 2019

Unique Estate Planning Opportunities and Related Valuation Issues 

Various Firms, 2019

The Latest Developments in Discount Valuations and Other Estate and Gift Tax Valuation Issues

North County Estate Planning Council, July 2019

Transferring Partnership Interests by Gift

Deloitte Investment Management Advanced, July 2017

 

Private Equity Firm Valuation

American Bar Association, RPTE Section, December 2016

 

Pre-Sale Planning

NACVA/CTI Regional Specialty Conference, October 2016

 

Tales from the Trust Litigation Crypt

Appraisal Institute Annual Litigation Seminar, November 2013

 

Transfers of Non-Qualified Stock Options

Valuation Products and Services Webinar, June 2012

 

The New FMV DLOM Calculator

Business Valuation Resources Webinar, September 2010

Kyle Vataha is a Principal of AltaView and is located in the firm’s Orange County office. He has extensive experience advising on valuation matters for businesses across a diverse range of industries and encompassing a wide range of company sizes and stages of development. Kyle is one of the nation’s foremost experts in the valuation of alternative asset managers, including a wide range of structured equity interests such as carried interests, co-invest capital, management fee waivers, and net fee income.


Kyle regularly performs valuations for individuals’ estate planning and estate tax matters, and for individual and corporate income tax matters. Kyle has assisted with the design and implementation of owners’ succession plans, buy-sell agreements, equity grants, and repurchases of departing owners’ interests. He has defended valuation opinions in IRS audit and in Tax Court, and has supported private parties in commercial litigation. He has also performed fairness and solvency opinions related to mergers, acquisitions, and leveraged recapitalizations.

Kyle is an expert and thought leader in the following areas:

 

  • Privately owned companies across a wide range of industries

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

  • Alternative asset managers (PE, VC, hedge funds)

  • Restricted securities (Rule 144, insider stock, NQSO's)

  • Pre-sale and pre-IPO planning

  • Fixed income and preferred securities 

  • Complex securities and derivatives 

  • Intangible assets (trademarks, patents, and royalty streams)

  • Private derivative contracts

  • Life insurance policies and split dollar receivables

 

Prior to co-founding AltaView, Kyle was a Senior Manager with Deloitte Transactions and Business Analytics LLP and a Managing Director with Pluris Valuation Advisors LLC.  Kyle started his career with FMV Opinions, Inc., where he managed the ongoing development of The FMV Restricted Stock Study (now the Stout Restricted Stock Study).