Qualifications
Qualifications of Principal
David Hahn, CVA, ASA, CM&AA, CCIM, MAFF, MBA
Professional Credentials & Advisory Qualifications
The practice maintains longstanding roots in the Silicon Valley–Bay Area, reflecting the principal’s San José State University engineering education and early professional experience in the region’s technology and enterprise environment.
My Financial Valuation is a national valuation and tax advisory practice specializing in complex tax-driven, estate, transaction, and holding company valuation engagements. The firm is led by a senior valuation professional with over four decades of multidisciplinary experience across business valuation, real estate valuation, financial forensics, and engineering-appraisal-based tax studies.
Our qualifications emphasize technical depth, regulatory credibility, and practical execution in high-stakes valuation environments — particularly in cost segregation, estate & gift tax valuation, holding company structuring, and transaction advisory.
Core Professional Designations
The principal of My Financial Valuation holds the following nationally recognized credentials:
CVA – Certified Valuation Analyst (NACVA)
ASA – Accredited Senior Appraiser (multi-disciplinary valuation)
MAFF – Master Analyst in Financial Forensics
CM&AA – Certified Merger & Acquisition Advisor
CCIM – Certified Commercial Investment Member
These credentials reflect advanced training in:
Enterprise holding company valuations
Complex estate, gift, and trust tax valuations
Commercial investment property valuations
Business & intangible asset valuation and tax implications
Appraisal & Regulatory Licensure
My Financial Valuation maintains multi-state Certified General Appraiser and brokerage licensure supporting complex, multi-jurisdictional engagements, including:
Primary licensure and regulatory coverage includes CA, WA, OR, NV, HI, VA, TX.
Licensure supports valuation work involving:
Estate & Gift Tax Reporting
Intercompany & Holding Company Valuation
Transaction & Tax-Driven Asset Allocation
Complex Real Property Allocations for Cost Segregation
Specialization Areas
My Financial Valuation’s practice is intentionally concentrated in tax-driven and ownership-level valuation disciplines, including:
Cost Segregation & Engineering-Appraisal-Based Tax Studies
Engineering-appraisal based cost segregation
Qualified Property & depreciation classification (§1245 / §1250)
Bonus depreciation and accelerated recovery modeling
Portfolio-level and multi-asset studies
Estate & Gift Tax Valuation
Closely-held business valuation
Family limited partnerships (FLPs) & holding companies
Discounts for lack of control and marketability
IRS audit-defensible valuation reporting
Holding Company & Intercompany Valuation
Entity structuring and intercompany allocations
Management fee and transfer pricing support
Ownership restructuring and recapitalizations
Transaction & Tax Valuation Advisory
Purchase Price Allocation (ASC 805 / IFRS 3)
Asset vs. stock transaction modeling
Tangible & intangible asset identification
Tax and transaction valuation opinions and allocation support
Technical & Methodological Foundation
Our advisory work is grounded in advanced valuation and tax methodologies, including:
Income, Market, and Cost Approaches
Discounted Cash Flow & Multi-Stage Modeling
Residual Land & Component Allocation Methods
Tangible / Intangible Asset Attribution Modeling
IRS, USPAP, NACVA, and ASA standards compliance
Valuation conclusions are designed for:
Tax reporting and compliance
Estate planning and wealth transfer
Transaction negotiations and regulatory filings
National Practice Experience
My Financial Valuation has completed valuation and tax advisory engagements across the United States involving:
Industrial and manufacturing facilities
Multi-property real estate portfolios
Closely-held operating companies
Family offices and private investment groups
Complex estate and intercompany ownership structures
Our practice integrates appraisal, business valuation, tax engineering, and transaction advisory disciplines into a unified advisory platform.
Academic & Executive Education
B.S. in Engineering Technology / Computer Science, Minor in Business — San José State University
Master of Business Administration (MBA)
University of Southern California (USC) — Graduate coursework in Public Enterprise Cost / Benefit Analysis
University of California, Los Angeles (UCLA) — Executive Management Program (Post-MBA)
Doctoral Studies in Public Administration — University of La Verne
This academic foundation supports valuation work that integrates engineering logic, capital economics, and public policy considerations.
Teaching, Leadership & Public Service
Over 5,000 classroom hours teaching USPAP, commercial appraisal, business valuation, 1031 exchange planning, financing, and investment analysis
Certified Instructor, CCIM Institute “Train the Trainer” Program
College Instructor’s Credential — Business & Real Estate
Competent Toastmaster (CTM), Toastmasters International
U.S. Army Veteran, honorably discharged after three years of active duty
Early Career & Systems Background
Prior to valuation practice, Mr. Hahn worked as a Business and Systems Analyst with:
Control Data Corporation
Lockheed Missiles and Space Company
This background informs a structured, systems-oriented approach to complex valuation and financial modeling challenges.
David Hahn’s qualifications reflect a practice built not on transaction volume, but on valuation discipline, capital judgment, and audit-ready advisory, serving clients where the cost of being wrong is material.
Professional Philosophy
We operate as an independent, conflict-free valuation advisory practice.
We emphasize:
Technical rigor and regulatory defensibility
Conservative, audit-ready methodologies
Long-term tax and ownership planning alignment
Strategic modeling beyond mechanical compliance
Each engagement is led directly by a senior credentialed valuation professional.
Related Advisory Platforms
Select specialized infrastructure or energy-related engagements may be coordinated through affiliated advisory platforms focused on infrastructure valuation and capital-intensive assets.
Contact
For complex tax, estate, holding company, or transaction valuation matters:
My Financial Valuation
Complex Assets and Tax Valuations
Call David Hahn, 408-455-4562
credentials of david hahn
