中文
商业与专业服务
Valuation and consulting services for an estate valued at $30 million
Brian Potter 是 Stout公司企业估值纠纷 / 家庭法部门的全国业务联合负责人，并且是该公司芝加哥地区负责人。 他曾为多种目的提供估值、诉讼咨询和法务会计服务，包括婚姻解除、股东及合伙人纠纷、商业诉讼、遗产与赠与税、收购价格分摊、潜在交易、知识产权估值，以及其他企业和诉讼相关事务。
他曾在各类待决的诉讼、仲裁和调解事项中提供这些服务，并且接受过在多种替代性争议解决模式中提供服务的专业培训。 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。 他曾参与撰写由《法律期刊出版社》出版的《商业估值》一书中题为“股东与合伙人纠纷中的估值”的章节，同时也是由IICLE®于2023年出版的《商业法》一书“并购”分册中题为“估值、购买价格与融资”的章节的作者之一。 《并购》，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
-
Pennsylvania Family Lawyer, Vol. 34, Issue No. 3 October 2012
Carried Interest and Performance Fee Incentives
-
Business Valuation January 2010
Valuation in Shareholder and Partner Disputes
-
Bar Journal of the Cleveland Metropolitan Bar Association, Vol. I No. 13 April 2009
Effective Use of Section 71 Payments
-
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
-
12th Annual Association of Divorce Financial Planners Catalyst Conference October 2014
Mining Personal and Corporate Tax Returns for Hidden Income, Value and Information
-
3rd Annual McHenry County Bar Association Networking & Educational Forum April 2014
Determining Income for Support Purposes
-
2nd Annual McHenry County Bar Association Networking & Educational Forum April 2013
Current Valuation Complexities, Conundrums, & Confusion
-
Illinois State Bar Association Family Law Update 2013: A French Quarter Festival April 2013
Valuation Fundamentals – From Farms to Private Equity Funds
-
Illinois State Bar Association Business and Securities Law Section Council February 2013
Valuation Issues Surrounding Buy/Sell Provisions of Shareholder Agreements
-
Best Practices for Getting Reimbursed: Navigating Private Insurer Requirements Conference January 2013
Valuation Fundamentals, Metrics, and Value Drivers
-
DuPage County Bar Association Section of Family Law September 2012
How to Find Hidden Income & Value in Personal & Corporate Tax Returns
-
American Bar Association Section of Family Law January 2011
Unscrambling the Tax Return Jigsaw Puzzle
-
Center for Principled Family Advocacy September 2010
The Impact of Economic Conditions on Divorce
-
Criminal Law Section of the Cleveland Metropolitan Bar Association March 2010
Breaking the Cycle of Occupational Fraud
-
Family Law Section of the Cleveland Metropolitan Bar Association January 2010
Unscrambling the Tax Return Jigsaw Puzzle
-
Principles of Fraud Examination, Baldwin Wallace College May 2009
Fraud and Forensic Examination
-
Family Law Section of the McHenry County Bar Association March 2009
Unscrambling the Tax Return Jigsaw Puzzle
业务领域
教育
迈阿密大学金融学士
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
