Brian Steen, Cfa, Asa, Cepa

Brian Steen, Cfa, Asa, Cepa Email and Phone Number

President of Steen Valuation Group, LLC | Exit Planning | Ownership Transitions | Corporation Valuations @ Steen Valuation Group
Brian Steen, Cfa, Asa, Cepa's Location
Winston-Salem, North Carolina, United States, United States
Brian Steen, Cfa, Asa, Cepa's Contact Details

Brian Steen, Cfa, Asa, Cepa personal email

Brian Steen, Cfa, Asa, Cepa phone numbers

About Brian Steen, Cfa, Asa, Cepa

Brian has over 23 years of experience valuing closely held and public companies. Prior to forming Steen Valuation Group, he was a leader in the valuation group at DHG, a top 20 accounting firm. While at DHG, Brian grew and managed a valuation team and was responsible for the review function for valuation issues for financial statements that DHG audits. Brian has extensive experience preparing business valuations for estate and financial planning, serving as an expert witness in bankruptcy and litigation cases, and consulting with clients on merger and acquisition related issues. His practice specializes in valuing equity interests, intangible assets, and complex securities. He has worked with many companies across the financial institution, manufacturing, healthcare, technology, wholesale, retail and service sectorsBrian's past work experiences include senior credit analyst, commercial lender and investment portfolio manager.

Brian Steen, Cfa, Asa, Cepa's Current Company Details
Steen Valuation Group

Steen Valuation Group

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President of Steen Valuation Group, LLC | Exit Planning | Ownership Transitions | Corporation Valuations
Brian Steen, Cfa, Asa, Cepa Work Experience Details
  • Steen Valuation Group
    President
    Steen Valuation Group Sep 2021 - Present
    North Carolina, United States
  • Dixon Hughes Goodman Llp
    Principal
    Dixon Hughes Goodman Llp 1999 - Sep 2021
    As a Principal within DHG Valuation, my practice focuses primarily on business valuations related to corporate finance transactions. This includes:• Intangible asset valuations (personal goodwill, non-compete agreements, technology, trademarks, customer relationships and assembled work force)• Valuation consulting related to mergers & acquisitions• Stock/option compensation valuationsClients served include private equity groups and various-sized companies, including public companies, across the manufacturing, wholesale, retail and service sectors. Member of the Association for Corporate Growth (ACG), an international organization for business leaders focusing on driving growth for the middle-market.
  • Wachovia, A Wells Fargo Company
    Business Valuation/Portfolio Manager
    Wachovia, A Wells Fargo Company May 1998 - May 1999
    Business Valuation/Portfolio ManagerWachovia, A Wells Fargo CompanyDates Employed: May 1998 – May 1999Employment Duration: 1 yr. 1 mo.
  • Bb&T
    Senior Credit Analyst And Commercial Lender
    Bb&T Jun 1992 - May 1998

Brian Steen, Cfa, Asa, Cepa Skills

Business Valuation Mergers And Acquisitions Valuation Financial Analysis Corporate Finance Auditing Strategic Financial Planning Litigation Support Restructuring Purchase Price Allocation Credit Cpa Sec Filings Financial Reporting Investments Us Gaap Private Equity Asa Mergers Bankruptcy Forecasting Financial Planning

Brian Steen, Cfa, Asa, Cepa Education Details

Frequently Asked Questions about Brian Steen, Cfa, Asa, Cepa

What company does Brian Steen, Cfa, Asa, Cepa work for?

Brian Steen, Cfa, Asa, Cepa works for Steen Valuation Group

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Brian Steen, Cfa, Asa, Cepa's current role is President of Steen Valuation Group, LLC | Exit Planning | Ownership Transitions | Corporation Valuations.

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Brian Steen, Cfa, Asa, Cepa attended Vanderbilt University, The University Of Alabama.

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Brian Steen, Cfa, Asa, Cepa has skills like Business Valuation, Mergers And Acquisitions, Valuation, Financial Analysis, Corporate Finance, Auditing, Strategic Financial Planning, Litigation Support, Restructuring, Purchase Price Allocation, Credit, Cpa.

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