Brian Potter 是 Stout 企业估值纠纷/家庭法业务的全国实践负责人,同时也是该公司芝加哥地区负责人。 他为多种目的提供了估值、诉讼咨询和法务会计服务,包括婚姻关系解除、股东和合伙人纠纷、商业诉讼、遗产和赠与税收、收购价格分摊、潜在交易、知识产权估值以及其他与公司和诉讼相关的事项。 他在诉讼、仲裁和调解中的待决事项中提供了这些服务,并且他接受过在各种替代性纠纷解决模式中提供服务的培训。 Brian 还担任法院指定的及/或双方同意的财务专家,处理股东纠纷和离婚案件。
Brian 曾就业务估值、理解税务申报、职业欺诈、计算机取证和电子发现等主题主持继续教育研讨会。 他还发表了多篇关于估值及其他相关主题的文章。 他曾作为合著者参与撰写《业务估值》(Business Valuation)一书中题为“股东及合伙人纠纷中的估值”的章节,该书由法律期刊出版社出版;以及《商业法:并购》(Business Law: Mergers and Acquisitions)2023 年版中题为“估值、购买价格与融资”的章节,该书由 IICLE® 出版。
在加入 Stout 之前,Brian 曾担任 CRA 国际公司芝加哥办事处知识产权与财务实践部门的咨询顾问。 在迈阿密大学就读期间,他因学术和体育成就获得 CoSIDA 第一队学术全美荣誉,当时他是该校校队橄榄球队的成员。
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