Brian Potter 是公司芝加哥地区负责人,为多种用途提供估值、诉讼咨询和法务会计服务,包括婚姻关系解除、股东纠纷、遗产税和赠与税、收购价格分摊、雇员持股计划、经纪诈骗、破产、潜在交易和知识产权估值。Brian 拥有丰富的知识产权和经纪欺诈诉讼经验,曾在多起专利侵权、盗用商业机密和证券欺诈事务中提供咨询服务。此外,他还参与了各种财产类型的房地产评估,包括写字楼、工业和零售建筑物以及空地。Brian 为诉讼相关事务提供服务,并受过培训,能够在各种其他纠纷解决模式中提供服务。
Brian 举办了有关企业估值、了解纳税申报表、职业欺诈以及计算机取证和电子取证的继续教育研讨会。他还发表了多篇关于估值和其他相关主题的文章。他是《法律杂志出版社》出版的《商业估值》中题为“股东和合伙人纠纷中的估值”一章的撰稿人,也是 IICLE® 出版的《商业法:并购》2023 年版中题为“估值、购买价格和融资”一章的撰稿人。
在加入 Stout 之前,Brian 在芝加哥担任 CRA International 知识产权和金融业务方面的咨询助理。在迈阿密大学就读期间,他作为大学橄榄球队队员,凭借出色的学术和体育成绩荣获 CoSIDA 全美第一阵容学术荣誉。
选择出版物
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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
选择演示文稿和演讲
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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
加载更多
业务领域
教育
许可证和指定
特许金融分析师 (CFA)
注册舞弊审查师 (CFE)
专业会员
特许金融分析师协会
芝加哥特许金融分析师协会
注册舞弊审查师协会 (ACFE)
AAML 基金会法务和企业估值部