Mr. Filonow brings a strong valuation and economic background to his role at MFA Cornerstone Consulting. As a Valuation Analyst, Sergi utilizes his hands-on experience working with publicly traded and privately held companies to deliver a comprehensive set of valuation services. His expertise includes valuations and related economic damages analysis for estate and gift tax, succession planning, buy-sell agreements, ESOPs, litigation and financial reporting. Prior to joining MFA, Sergi served in a similar capacity at Livermore Consulting Group where he gained valuable insight regarding value improvements, management transitions and financial forensics.
Purchase price allocation for ASC 805
Goodwill impairment analysis for ASC 350
Stock option valuations for 409A and ASC 718
Transaction analysis and support
Valuations for estate and gift tax
Litigation support for economic damages/lost profits
Candidate for the Chartered Financial Analyst (CFA) designation
FINRA Series 7 – General Securities Representative
FINRA Series 66 – Investment Advisor Representative
MBA – Investments; University of Notre Dame
BA – Economics; Union College
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