Moss Adams - Clayton Cafferata

Industry Expertise

Aerospace & Defense Agribusiness Asset Management Financial Services Forest Products Life Sciences

Practice Focus

Financial Planning Financial Services Consulting IPO Solutions Organizational Planning & Strategy Valuations

Biography

Clayton has provided financial modeling, analysis, and valuation services since 2005. This includes strategic modeling and analysis to inform business or investment decisions encompassing new lines of business, strategic initiatives, simulations, forecasting, cost-benefit analysis, shortfall analysis, and incremental value analysis.

Clayton performs numerous valuations each year for interests including technology or other creative works like music or literary copyrights, illiquid securities such as privately held equity interests in businesses or debt instruments, and complex financial instruments such as derivatives.

Selected Speaking Engagements

How to Create Business Value Using Data Models
(Moss Adams Webcast, May 2019)
Best Practices in Data Management and Predictive Analytics
(Moss Adams Webcast, March 2019)
Becoming a Data Driven Organization
(Moss Adams Webcast, June 2018)

Professional Affiliations

Member, Chartered Financial Analyst® (CFA) Institute and the CFA Society Seattle

Education

BS, economics, University of Victoria, British Columbia

Insights from Clayton Cafferata

How Earnouts Impact Business Valuations

Earnouts can align buyer and seller interests by potentially reducing buyer risk and boosting sales prices.

Carried Interest Valuations in Private Equity and Venture Capital Funds

Carried interest can be the source of hiccups in business valuations. Learn more about carried interest here.

Fintech Company Valuation Methods and Current Market Observations

Learn when a valuation is needed, what methods are used to determine value, and what recent trends indicate for valuations.

Private Versus Public Financing With Electric Mobility Examples

Explore potential financing options for transportation businesses pursuing electro mobility opportunities.

Why It’s Time to Consider Bringing Machine Learning to Your Business

Discover how machine learning can help meet business goals—and which applications fit your needs.

Know your Financing Needs and Options, Including the SBA 7(a) Loan Expansion

If your small business is reeling from COVID-19 disruption, model your cash needs and explore financing options, including the SBA 7(a) loan.

Financial Forecasting: 6 Tips for Private Companies

Private companies may benefit from applying these six strategies as they prepare for the coming forecast period.

Increase the Potential of Your Tribal Businesses with Advanced Business Planning

Your tribal government can increase the potential of its businesses with an effective business plan. Learn steps to create, implement, and benefit from your plan.

Financial Dashboard Reporting Can Help Tribes Utilize Data More Efficiently

Automating the production of tribal data with a dashboard presentation can help communicate key information to the council and free up finance employees.

Decision Science Helps Boost Business

Learn how your company can use decision science tools to inform its decision-making process and improve business.

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.