Brian Steen
Steen Valuation Group, LLC
Winston-Salem, North Carolina
Contact
How to contact
336-687-9099
Professional Profile
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.
Professions
Valuation
Functional Expertise
Estate planning
Expert witness
Family business
Financial Modelling
Intangible assets
Litigation support
Private equity
Transaction advisory
Exit/Transition Planning
Business Focus
Business Valuation
Professional Certification
CFA, ASA
Client Industries
Financial Services
Manufacturing
Software/Internet
Telecommunications
Wholesale/Distribution
Chapter information
Membership
Charlotte Individual
Member since
Member for 3 years
Chapter Leadership Role
Treasurer, Finance Chair
Why I'm a Member of 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.
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