Nic Staloch has been engaged in business appraisals and financial advisory services since 1999. He specializes in ESOP-related valuation and financial advisory services, estate and gift tax valuations, and appraisals for a variety of other purposes. ESOP-related financial advisory services include assessing strategic alternatives, feasibility, preliminary valuations, structuring and negotiating transactions, fairness and solvency opinions, annual valuations, buy-side and sell-side transactions, and ESOP terminations.
Prior to joining Columbia Financial Advisors, Inc., Mr. Staloch provided valuation and financial advisory services as founder and CEO of Sound Advisory Services, LLC in Seattle, Washington. Mr. Staloch began his valuation career at Chartwell Financial Advisory, LLC providing financial advisory, corporate finance, and valuation services to national middle market companies for over 15 years.
Mr. Staloch is an Accredited Senior Appraiser of the American Society of Appraisers designated in Business Valuation and passed FINRA Series 63 and Series 79 exams. Mr. Staloch earned his Bachelor of Arts in Finance from the University of St. Thomas in 1999. He is a member of The ESOP Association, The Northwest Chapter of The ESOP Association and the National Center for Employee Ownership. Mr. Staloch has presented on ESOP valuation and financial advisory matters at conferences and webinars sponsored by the National Center for Employee Ownership and The ESOP Association, as well as other groups on various appraisal topics.
Mr. Staloch’s experience stems from his tenure at Columbia Financial Advisors, Inc. and professional experience providing hundreds of business valuations and financial advisory services for shareholders, board of directors, trustees, attorneys, accountants, and other advisors. Mr. Staloch advised clients on ESOPs, ownership transition, mergers and acquisitions, and other corporate financial needs in several industries. His valuation and advisory experience includes buy-side and sell-side ESOP transactions, annual ESOP updates, estate and gift tax valuations, and appraisal engagements for a variety of other purposes.
Phone: (503) 222-0562 ext. 153
Fax: (503) 222-1380