Brian Steen
Principal, DHG Valuation Services (Non-CPA Consultant)
Winston-Salem, NC
Industry Focus
  • Financial Services
  • Regional and Community Financial Institutions
Service Areas
  • International Financial Reporting Standards (IFRS)
  • Mergers & Acquisitions
  • Valuation Services

Overview

Brian Steen manages DHG's Winston-Salem, NC valuation practice and serves as a principal within the Forensics and Business Valuation Services group. Brian spends most of his time working with audit and non-audit clients on financial reporting valuations and valuation-related issues. His practice specializes primarily on business valuations related to corporate finance transactions with a particular focus on purchase price allocations (including valuing personal goodwill, non-compete agreements, technology, trademarks, customer relationships and assembled work force), valuation consulting related to mergers & acquisitions and stock/option compensation valuations. In addition, his practice specializes in performing valuations for financial institutions, including loan portfolios, time deposits, intangible assets and business valuations.

He 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 corporate finance-related issues.

His clients have included private equity groups and companies, including a number of public companies across the manufacturing, wholesale, retail and service sectors. Brian's other positions have included senior credit analyst, commercial lender and investment portfolio manager. His prior experience has totaled more than 20 years of analyzing and consulting with closely held businesses.

Experience


Professional Organizations
  • American Society of Appraisers
  • Turnaround Management Association
  • Association of Insolvency and Restructuring Advisors
  • Association for Corporate Growth
  • Chartered Financial Analyst Institute
Education
  • Masters, Business Administration
    Vanderbilt University
  • Bachelors, Finance
    University of Alabama

In the Community

Honors

Licenses

Certifications
  • Accredited Senior Appraiser
  • Chartered Financial Analyst - 25435

Knowledge Share