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MICHAEL YI

SPECIALTY

Business Valuation, ESOP, Financial Adivsory

Michael is the Managing Director of Newport Valuations.   He is responsible for project management and employee development, where he oversees the recruitment and training of analysts and preparation of business valuations.  He also manages complex financial analysis, writes reports, provides litigation support, manages client relationships, and  is involved in practice development.  He manages the following valuation practices: mergers and acquisitions, corporate restructuring, S-corp.,  built-in gains, corporate and partnership dissolutions, Employee Stock Ownership Plans (ESOPs), fairness and solvency opinions, estate, gift and income taxes, FAS 141, 142, 409A, 123(R), business litigation and others.

M.B.A. University of California Los Angeles, Anderson School

Member of:

American Institute of CPAs

California Society of CPAs

American Society of Appraisers

CFA Institute

Los Angeles Society of Financial Analysts

ProVisors

ESOP Association

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CONTACT

Newport Valuations

23 Corporate Plaza Dr, Suite 150, Newport Beach, CA 92660

Phone:  (949) 861-8720

Fax:  (949) 910-4256

Email:  myi@newportvaluations.com

www.newportvaluations.com

COMPANY

Newport Valuations is a leader in business valuations and consulting, serving clients and their trusted advisors throughout the country.  The work Newport Valuations prepares is regularly reviewed and accepted by national and international corporations, their law and audit firms, as well as government and regulatory agencies including the IRS, DOL and the SEC. 

Newport Valuations provides a full range of business valuation and financial advisory services.  We assist clients with due diligence and reporting issues related to their mergers, acquisitions, divestitures, financings, wealth transfer and tax reporting. We are recognized for our superior services, top quality work, and our integrity.

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