Brian Potter is the Chicago regional leader and has provided valuation, litigation advisory, and forensic accounting services for numerous purposes, including marital dissolutions, shareholder disputes, estate and gift taxation, purchase price allocation, Employee Stock Ownership Plans, brokerage fraud, bankruptcy, potential transactions and intellectual property valuations. Brian has extensive experience with intellectual property and brokerage fraud litigation, having provided advisory services in several patent infringement, misappropriation of trade secret and securities fraud matters. Additionally, he has been involved in the appraisal of real estate for various property types, including office, industrial and retail buildings, and vacant land. Brian has provided services within the context of litigation and has been trained to offer services within various alternative dispute resolution models.
Brian has presented continuing education seminars on business valuation, understanding tax returns, occupational fraud, and computer forensics and e-discovery. He has also published several articles on valuation and other related topics. He was a contributing author to the chapter entitled “Valuation in Shareholder and Partner Disputes” in Business Valuation, published by the Law Journal Press, and to the chapter entitled “Valuation, Purchase Price, and Financing” in the 2023 edition of Business Law: Mergers and Acquisitions, published by IICLE®.
Prior to joining Stout, Brian was a Consulting Associate with CRA International in its Intellectual Property and Finance practices in Chicago. While at Miami, he earned CoSIDA First Team Academic All-America honors for his academic and athletic achievements while a member of the university’s varsity football team.
Select Publications
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Pennsylvania Family Lawyer, Vol. 34, Issue No. 3 October 2012
Carried Interest and Performance Fee Incentives
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Business Valuation January 2010
Valuation in Shareholder and Partner Disputes
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Bar Journal of the Cleveland Metropolitan Bar Association, Vol. I No. 13 April 2009
Effective Use of Section 71 Payments
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Illinois State Bar Association Family Law Newsletter June 2007
Compensation-for-Contribution: An Alternative Method for Handling Personal Goodwill in Divorce Matters
Select Presentations and Speeches
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12th Annual Association of Divorce Financial Planners Catalyst Conference October 2014
Mining Personal and Corporate Tax Returns for Hidden Income, Value and Information
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3rd Annual McHenry County Bar Association Networking & Educational Forum April 2014
Determining Income for Support Purposes
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2nd Annual McHenry County Bar Association Networking & Educational Forum April 2013
Current Valuation Complexities, Conundrums, & Confusion
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Illinois State Bar Association Family Law Update 2013: A French Quarter Festival April 2013
Valuation Fundamentals – From Farms to Private Equity Funds
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Illinois State Bar Association Business and Securities Law Section Council February 2013
Valuation Issues Surrounding Buy/Sell Provisions of Shareholder Agreements
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Best Practices for Getting Reimbursed: Navigating Private Insurer Requirements Conference January 2013
Valuation Fundamentals, Metrics, and Value Drivers
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DuPage County Bar Association Section of Family Law September 2012
How to Find Hidden Income & Value in Personal & Corporate Tax Returns
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American Bar Association Section of Family Law January 2011
Unscrambling the Tax Return Jigsaw Puzzle
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Center for Principled Family Advocacy September 2010
The Impact of Economic Conditions on Divorce
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Criminal Law Section of the Cleveland Metropolitan Bar Association March 2010
Breaking the Cycle of Occupational Fraud
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Family Law Section of the Cleveland Metropolitan Bar Association January 2010
Unscrambling the Tax Return Jigsaw Puzzle
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Principles of Fraud Examination, Baldwin Wallace College May 2009
Fraud and Forensic Examination
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Family Law Section of the McHenry County Bar Association March 2009
Unscrambling the Tax Return Jigsaw Puzzle
Practice Areas
Education
B.S., Finance, Miami University
Licenses & Designations
Chartered Financial Analyst (CFA)
Certified Fraud Examiner (CFE)
Professional Memberships
The CFA Institute
The CFA Society of Chicago
Association of Certified Fraud Examiners (ACFE)
AAML Foundation Forensic and Business Valuation Division