Max is a Principal at Sorbus Advisors LLC with over 20 years of valuation advisory experience. His valuation work is critical in financial reporting, tax compliance, and facilitating conversations among strategic partners. Max concentrates on financial reporting, tax compliance, and strategic planning valuations of intangible assets, financial instruments, portfolios, and business interests.
Prior to Sorbus, Max held senior positions with valuations services teams at KPMG and Armanino. His clients ranged from early-stage start-ups to multinational public corporations. In addition to his extensive track record in the accounting industry, Max brings years of strategic valuation experience with in-house and Wall Street teams of Ligand Pharmaceuticals, Rodman & Renshaw, and Wachovia Securities.
Max received his MBA in Finance from the University of Southern California, Marshall School of Business. He holds B.S. and M.Sc. degrees in Applied Physics and Mathematics from the Moscow Institute of Physics and Technology and an M.Sc. degree in Molecular Biology from Mount Sinai School of Medicine in New York. Max is a Chartered Financial Analyst (CFA) Charterholder.
Max was born in Kharkiv, Ukraine, and landed on Staten Island, New York in 1993. Avid trail runner and inspired surfer, he lives with his wife and two children in the beautiful San Francisco Bay Area.