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MEMBER PROFILE

 

Brian Steen

Steen Valuation Group, LLC

 

Member profile details

Membership level
Charlotte Individual
First name
Brian
Last name
Steen
Title
President
Company
Steen Valuation Group, LLC
 

CONTACT INFORMATION

City
Winston-Salem
State
North Carolina
 

PROFILE INFORMATION

Call me when
I am a business appraiser focused on exit planning, ownership transitions and transactions. I specialize in valuing equity interests, intangible assets and complex securities.
Why I/we support XPX
I have over 23 years experience in business valuation and working with clients on ownership transitions. This experience can add value to others in the group and I look forward to gaining from the different background and experience of the group.
Profession
  • Valuation
Functional Expertise
  • Estate planning
  • Exit/Transition Planning
  • Expert witness
  • Family business
  • Financial Modelling
  • Intangible assets
  • Litigation support
  • Private equity
  • Transaction advisory
Client Industry(ies)
  • Financial Services
  • Manufacturing
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
Professional Certification(s)
CFA, ASA
In Business Since
2021
How to contact
336-687-9099
Website
steenvaluationgroup.com
Business Focus
Business Valuation
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