Brad provides valuation, transaction advisory, and consulting services to privately held entities and clients nationally.
He has valuation experience related to mergers & acquisitions, financing, shareholder transactions, gift & estate tax, marital dissolution, as well as for commercial litigation purposes.
As a consultant, Brad has developed robust financial models to assist clients with expansion, acquisition, capital budgeting and strategic decision making.
Brad has valued entities and assets across a wide array of businesses and industries, including agribusiness, banking, construction, distribution & packaging, food and beverage, healthcare, manufacturing, and pharmaceuticals.
Brad graduated summa cum laude from East Carolina University with a Bachelor of Science in Business Administration and a concentration in Finance. He holds the designations of Chartered Financial Analyst (CFA), Certified Business Appraiser (CBA) and Certified Machinery/Equipment Appraiser (CMEA).