Sergi Filonow Headshot

Sergi
Filonow

MBA     |     CONSULTANT

(978) 569-2901
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EXPERIENCE

Mr. Filonow brings a strong valuation and economic background to his role at MFA. As a Valuation Consultant, 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.

EXPERTISE

  • 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

EDUCATION

  • MBA – Investments; University of Notre Dame
  • BA – Economics; Union College

CERTIFICATIONS

  • Candidate for the Chartered Financial Analyst (CFA) designation
  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Uniform Securities Agent (State)

Connect With Us

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